Investor Charter

Last updated: 20 September 2026

This Investor Charter summarises your rights and responsibilities as a mutual fund investor, based on SEBI's Investor Charter for Mutual Funds, together with the services you can expect from us as your distributor.

1. Vision

To follow the highest standards of ethics and compliance while facilitating the investments of investors through transparent product information and prompt servicing.

2. Services we provide

• Share scheme documents, factsheets and riskometers before investment.
• Assist with KYC, FATCA and nomination.
• Process purchase, redemption, switch, SIP, STP and SWP requests.
• Help obtain account statements, capital gains statements and CAS.
• Assist with change of bank, address, contact and nominee details.
• Address grievances within defined timelines.

3. Your rights

• Receive the latest Scheme Information Document, Key Information Memorandum and Statement of Additional Information.
• Receive transaction confirmations and statements on time.
• Receive redemption proceeds within 3 working days and dividend (IDCW) payouts within 7 working days, as per SEBI timelines.
• Know the commission received by the distributor.
• Choose between regular and direct plans.
• Raise grievances and have them resolved within stipulated timelines.

4. Your responsibilities

• Read all scheme related documents carefully before investing.
• Keep KYC, contact, bank and nominee details updated.
• Check transaction confirmations and statements, and report discrepancies promptly.
• Do not share passwords, OTPs or PINs with anyone.
• Invest only through registered distributors and verify the ARN.

5. Grievance redressal

See our Grievance Redressal page for escalation levels and timelines, including SEBI SCORES and SMART ODR.