Vision
To enable every investor to make informed mutual fund investment decisions through honest distribution and transparent service.
Services Provided
- Distribution of mutual fund schemes from registered AMCs
- Information on scheme features, suitability and risks
- Assistance with KYC, transactions, statements and nomination
- Periodic portfolio reviews
Investor Rights
- Receive fair, honest and unbiased advice
- Receive complete disclosure on commissions and conflicts of interest
- Be informed about scheme suitability and associated risks
- Access timely grievance redressal (see Grievance Redressal page)
Investor Responsibilities
- Read all scheme related documents (SID, KIM, SAI) before investing
- Provide accurate KYC information and update changes promptly
- Verify all transactions in your CAS / AMC statements
- Choose nominees and review portfolios periodically
Do's & Don'ts
Do deal only with AMFI-registered mutual fund distributors. Don't share PINs/OTPs and don't invest based on guaranteed-return claims — there are none in mutual funds.