Investor Charter

Updated: 1 August 2026

Vision & Mission

Vision: Every investor is treated fairly, transparently and with due care by their mutual fund distributor.

Mission: To distribute suitable mutual fund and related products with fair and transparent practices, effective grievance handling, and continuous investor education.

Services Provided to Investors

• Assistance with KYC completion and updating.
• Guidance on scheme options across fund houses, based on stated investor preferences.
• Assistance with SIP registration, redemption, switches and folio-related service requests.
• Sharing of account statements, scheme performance information and other investor communication.
• Grievance redressal support and escalation guidance.

Rights of Investors

• Right to receive scheme information, including SID, SAI and KIM, before investing.
• Right to be informed about commission earned by the distributor on their investments.
• Right to receive timely and accurate account statements.
• Right to lodge a grievance and receive redressal within defined timelines.
• Right to switch between regular and direct plans, or between distributors, at any time.

Do's for Investors

• Deal only with SEBI-registered / AMFI-registered intermediaries.
• Read all scheme-related documents before investing.
• Verify your KYC status and keep contact details updated.
• Check your account statements regularly against your own instructions.
• Never share OTPs, passwords or net-banking credentials with anyone, including us.

Grievance Redressal Mechanism

If you have a concern, please first write to us at sahu.sameer7@gmail.com or call +91 99374 88950. If unresolved within a reasonable period, you may escalate to the concerned AMC, to AMFI, or to SEBI via the SCORES portal at scores.sebi.gov.in. See our full Grievance Redressal page for the complete process and timelines.

Indicative Turnaround Timelines

Timelines above are indicative service standards and may vary based on the nature of the request and dependency on AMCs / RTAs.