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Investor Corner
Everything AMFI asks a mutual fund distributor to disclose, written so you can actually read it. If anything here is unclear, ask us. That is part of the job.
Last updated May 2026
How trail commission works, with indicative ranges by fund category.
Your risk profile comes first. Then product, process, market and sponsor checks. Never the commission rate.
Five levels of escalation, from us to SMART ODR, and how long each one should take.
Eight rights you have as an investor, and the few things we need from you in return.
The ten AMFI principles we follow, and how to report us if we fall short.
Every licence we hold, with a link to check each one yourself.
SID, SAI and KIM in plain words, plus every regulator, RTA and KRA link in one place.
The legal terms for using fundvaliz.com, kept short.
Investments facilitated by Fundvaliz are in Regular Plans, which involve payment of trail commission to us. Direct Plans of the same schemes are available on AMC websites at a lower expense ratio, with no distributor commission.
Every complaint is acknowledged within 3 working days and resolved within 30 calendar days. If you are not satisfied, you can escalate to the AMC, AMFI, SEBI SCORES and SMART ODR.
Grievance Redressal Officer