By using this website or the services of Saarthi Dream you accept these terms. If you do not agree, please do not use the website or our services.

Saarthi Dream is an AMFI-Registered Mutual Fund Distributor (ARN-173110). Our service is the distribution of Regular Plans of Mutual Fund schemes of the AMCs with whom we are empanelled, together with incidental guidance on suitability, KYC and transaction support. We are not a SEBI- registered Investment Adviser, Portfolio Manager or Stock Broker, and we do not offer discretionary or fee-based advisory services.

You agree to provide complete and accurate KYC, bank, nominee and FATCA/CRS information and to update it when it changes. You agree to complete the risk profiling questionnaire truthfully and to inform us of any change in your circumstances. You are responsible for keeping your transaction platform login, OTP and password confidential; we will never ask for them.

Every investment decision is yours. We recommend schemes within your risk profile, but you authorise each transaction yourself. No return, yield or capital protection is guaranteed or assured. Past performance of a scheme does not indicate its future performance. Please read the SID, SAI and KIM before investing.

We do not charge investors any fee. We receive trail commission from AMCs, included in the scheme's BER, as disclosed on the Commission Disclosure page of this website and in your Consolidated Account Statement.

Your personal data is handled under our Privacy Policy and the Digital Personal Data Protection Act, 2023. By using our services you consent to the collection and use of your data as described in that policy.

The content, logo and design of this website belong to Saarthi Dream. You may not copy, reproduce or distribute them without written permission. AMC names and logos belong to the respective AMCs.

Links to external websites are provided for convenience. We do not control those sites and are not responsible for their content, accuracy or privacy practices.

To the extent permitted by law, Saarthi Dream is not liable for any loss arising from market movements, scheme performance, delays or errors by an AMC, Registrar or transaction platform, or from your reliance on information on this website. Our liability, if any, is limited to the direct loss caused by our own proven negligence.

If you have a complaint, contact Mr. Manoj Amarwal at +91-97838 01043 or info@sdfinancialsolutions.com. We acknowledge complaints within 3 working days and resolve them within 15 working days. You may also approach the concerned AMC, SEBI SCORES (https://scores.sebi.gov.in/) and SMART ODR (https://smartodr.in/).

These terms are governed by the laws of India and subject to the courts at Ajmer, Rajasthan. We may update these terms from time to time; the current version is always available on this website.