Full, accurate and timely information about any scheme, its risks, costs and past performance before you invest
Know exactly how we are compensated (see Commission Disclosure) — no hidden charges beyond the scheme's disclosed TER
Choose freely — switch distributors, move to a Direct Plan, or redeem, subject only to the scheme's own exit-load terms
Fair treatment — recommendations based on suitability, not commission; written notice if a recommendation would take you outside your stated risk profile
A clear path to raise and escalate grievances, with no restriction on approaching AMFI, SEBI or SMART ODR directly
Regular account statements, with free duplicates on request
Nominate, change or cancel a nominee on your folio at any time
Use AMFI's MITRA portal to trace unclaimed or dormant mutual fund investments, with no time limit on reclaiming them
Have your personal data handled per our Privacy Policy and the Digital Personal Data Protection Act, 2023
Your obligations
Provide accurate personal and financial information, and keep it updated
Complete KYC through a SEBI-registered KYC Registration Agency (KRA) before investing — this is mandatory
Read the KIM/SID and check the scheme's Riskometer before you invest
Never share your account credentials, OTP or PIN — not with us, not with anyone
Set realistic expectations: all market-linked products carry risk, and past performance does not guarantee future returns
Report investment gains/losses in your Income Tax Return as applicable (e.g., ELSS lock-in and Section 80C limits), with your tax advisor if needed
