INVESTOR RIGHT TO INFORMATION & TRANSPARENCY

Dear Investor,

When investing in Mutual Funds, having correct information, transparency, and

awareness is not just an option, but your fundamental right. As an AMFI

Registered Mutual Fund Distributor (MFD), our primary duty is to protect your

interests and provide you with accurate information.

Under the AMFI Master Circular 2026 and the latest SEBI guidelines, we are

committed to ensuring that you have full access to all information related to your

investments. You can request a detailed breakdown of the documents and

information listed below from us at any time:

1. BASIC INVESTMENT DOCUMENTS (SCHEME INFORMATION & RISK)

SID, SAI & KIM: The Scheme Information Document (SID), Statement of Additional

Information (SAI), and Key Information Memorandum (KIM) act as the 'constitution' of

your investment. They contain full details regarding the fund's Investment Objective,

Asset Allocation, Fees (TER), and statutory information.

Risk-o-Meter & Risk Factors: As per SEBI regulations, every scheme features a

Risk-o-Meter that is updated on a monthly basis. Before investing, it is your right to

check whether the scheme's risk matches your personal 'Risk Profile'.

Scheme Performance & Factsheets: We provide you with the historical

performance and portfolio disclosures of the scheme. (Please note, past performance

is not a guarantee of future returns).

Click For SID/SAI/KIM

2. DISTRIBUTOR TRANSPARENCY & COMMISSION

Registration & Code of Conduct: You can ask for the details of our AMFI

Registration Number (ARN) and a copy of the applicable AMFI/SEBI MFD Code of

Conduct (2026), which ensures that we do not engage in any unethical sales

practices.

Commission & Remuneration Disclosure: With complete transparency, you can

ask for details of the trail commission earned by us on all Regular Plan Schemes that

we recommend to you. Under AMFI 2026 rules, we are obligated to share the

commission structure received from various AMCs.

Affiliation & Conflict of Interest: If we have any special association or commercial

interest with any AMC, it will be clearly disclosed to you before giving any investment

advice.

Click For Commission Disclouser

3. SCHEME SELECTION PROCESS

Due Diligence Process: We do not just sell products; we determine 'Product

Appropriateness' based on your financial goals. You have the right to know on what

parameters (e.g., rolling returns, risk ratios) we have chosen a particular fund for your

portfolio. 

Scheme Selection Process

4. YOUR SECURITY & PRIVACY (INVESTOR PROTECTION)

Grievance Redressal: If you have any complaint against our services or the AMC,

an escalation matrix is available. We assist in fair grievance redressal through the

SEBI SCORES 2.0 and SMART ODR portals.

Click For Greivance Redressal Details

Privacy & Data Protection: Under the Digital Personal Data Protection (DPDP) Act,

your financial and personal information is kept strictly confidential.

Click For Privacy Policy

Investor Services: Accessibility to your transaction records, Capital Gain

Statements, Account Statements, and SIP/Redemption details is your right.

Click to Access you Investment Details

🔎 INVESTOR — PLEASE ASK

If you require any of the above documents, policies, commission structures, or

information, please feel free to contact our office.

Your Investment — Your Information — Your Right

Only an aware investor can make secure and better investment decisions.

Detailed Guide For New Investor

IMPORTANT: This information is for the purpose of investor awareness and transparency. Available

documents/information may vary according to the investor's category, scheme, transaction, and applicable

regulatory requirements. A copy/inspection of any document will be subject to its confidentiality, privacy,

copyright, and applicable regulatory restrictions.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully

before investing.