Rights & Obligations of Investors

Your Rights

• Receive clear information about schemes, risks and costs
• Receive account statements and transaction confirmations
• Choose Regular or Direct Plans
• Raise grievances and have them addressed in a time-bound manner
• Confidentiality of your personal data

Your Obligations

• Complete KYC and provide accurate, up-to-date information
• Read all scheme-related documents before investing
• Understand that investments carry market risk
• Keep your contact and bank details current

Do’s and Don’ts

• Do invest based on your goals, horizon and risk profile
• Do insist on transaction confirmations and statements
• Don’t invest based on assured-return promises — none exist in mutual funds
• Don’t share OTPs, passwords or KYC credentials with anyone

Our Obligations to You

• Act with integrity and in your interest
• Disclose commissions transparently
• Provide guidance based on objective, suitability-driven criteria
• Protect your data and resolve grievances fairly