Investor Charter — Do’s & Don’ts

Our Commitments to You

  • Recommend only schemes that match your recorded risk profile.
  • Disclose our commission before you invest, and on this website at all times.
  • Never promise assured, guaranteed, or indicative returns.
  • Protect your personal data as per the Digital Personal Data Protection Act, 2023.
  • Acknowledge every complaint within 3 working days and resolve within 15 working days.
  • Follow the AMFI Code of Conduct for Intermediaries in every interaction.

Investor Do’s

  • Complete your KYC and keep your mobile number, email, and bank details updated in your folios.
  • Read the scheme related documents (SID, SAI, KIM) before investing.
  • Register a nominee in every folio, or record an opt-out consciously.
  • Answer the Risk Profiling Questionnaire honestly — suitability depends on it.
  • Verify our ARN validity on the AMFI website (www.amfiindia.com) at any time.
  • Keep your account statements and review them for accuracy.
  • Invest only through official channels — BSE STAR MF confirmations come directly from the exchange / RTA.

Investor Don’ts

  • Don’t hand over signed blank forms or cheques.
  • Don’t make investment payments to the personal account of any distributor or employee — payments go only to the scheme / clearing account.
  • Don’t believe any promise of guaranteed or assured returns in mutual funds — such promises violate SEBI regulations.
  • Don’t share your OTP, passwords, or login credentials with anyone, including us.
  • Don’t ignore transaction confirmations — report any unauthorised transaction immediately.