Your rights

• To receive complete and accurate information about a scheme - SID, SAI, KIM and Riskometer - before investing.
• To know the commission we earn on your investments.
• To have your risk profile assessed before any recommendation, and to receive a copy of it.
• To receive transaction confirmations and account statements directly from the AMC / Registrar.
• To invest in Direct Plans directly with the AMC, without a distributor, if you choose to.
• To have your personal data protected under the DPDPA, 2023, and to access, correct or erase it.
• To lodge a complaint with us, the AMC, SEBI SCORES or SMART ODR, and to receive a response within the stated time.

Your obligations

• Provide true and complete KYC, bank, nominee and FATCA/CRS details and keep them updated.
• Answer the risk profiling questionnaire honestly and tell us when your circumstances change.
• Read the scheme documents and understand the risks before investing.
• Sign your own forms and authorise your own transactions. Never share your OTP, password or login.
• Invest only from your own bank account. Do not pay cash to anyone.
• Check your account statements and CAS and report any discrepancy to us promptly.