SIPs help average out market volatility over timeELSS investments save tax under Section 80CDiversify across equity, debt, and hybrid fundsReview your portfolio at least once every yearStart early — compounding rewards patienceSIPs help average out market volatility over timeELSS investments save tax under Section 80CDiversify across equity, debt, and hybrid fundsReview your portfolio at least once every yearStart early — compounding rewards patience
Legal

Investor Charter

As applicable to Mutual Fund Distributors

Investor rights

  • Access to your investments and holdings, at your convenience.
  • Timely, accurate execution of transaction requests (purchase, redemption, switch, SIP registration/cancellation).
  • Prompt redressal of complaints and grievances.
  • Fair treatment, without discrimination, from your distributor.
  • Transparent disclosure of commission structure on request.

Investor responsibilities

  • Read scheme-related documents (SID, KIM, SAI) before investing.
  • Complete KYC and keep contact/bank details updated.
  • Verify transaction confirmations and account statements regularly.
  • Report unauthorised transactions immediately.
  • Invest based on your own risk appetite and financial goals.

This charter is provided in the interest of transparency, consistent with AMFI guidance for mutual fund distributors. It does not create any additional legal obligation beyond applicable SEBI/AMFI regulations.