Code of Conduct

Last updated: 20 September 2026

As an AMFI-registered Mutual Fund Distributor, Patni Investmart follows the AMFI Code of Conduct for Intermediaries of Mutual Funds and the guidelines issued by SEBI. The key commitments are summarised below.

1. Take investor's interest as first priority

• Place the interest of investors above our own.
• Provide full and latest information of schemes to investors in the form of the SAI, SID, KIM, factsheets, and performance reports.
• Highlight risk factors of each scheme and avoid misrepresentation or exaggeration.
• Understand investors' needs and risk appetite to offer appropriate schemes.

2. Disclosure of commissions

• Disclose all material information, including commissions received from AMCs, to investors.
• Not offer any rebate or inducement to investors.
• Not rebate commission back to investors, and avoid attracting clients with promises of rebates.

3. Avoid churning and mis-selling

• Not churn clients' investments for the purpose of earning higher commission.
• Not make false or misleading statements, or statements that suggest assured returns.

4. Service and compliance

• Maintain necessary infrastructure to support AMCs in providing investor services.
• Keep investor information confidential.
• Comply with KYC and anti-money laundering requirements.
• Keep the AMFI registration valid and complete required certifications and continuing education.
• Not use any unethical means to sell, market or induce any investor to buy mutual fund units.

5. Reporting

If you believe we have breached this Code, please use our Grievance Redressal process.