Rights and Obligations of Investors

Right to Full Disclosure

Receive SID, SAI and KIM before investing, free of charge from Fundvaliz.

Right to Commission Transparency

Know the trail commission earned by Fundvaliz. Visible in your CAS and on our Commission Disclosure page.

Right to Risk Profiling

A suitability assessment before any recommendation.

Right to Grievance Redressal

File a complaint and receive resolution. Escalate to AMFI, SEBI SCORES and SMART ODR.

Right to Direct Plans

Invest directly through AMCs at lower expense ratios. We will inform you of this option on request.

Right to Change Distributor

Transfer your ARN to another distributor at any time without charges.

Right to Data Privacy

Your data is protected under DPDPA 2023. See our Privacy Policy.

Right to Unsuitability Warning

If a scheme is outside your risk profile, we must inform you in writing before proceeding.

Complete Your KYC

Mandatory before any mutual fund investment.

Read Scheme Documents

Read SID, SAI and KIM before investing.

Provide Accurate Information

Accurate personal, financial and FATCA/CRS details.

Update Contact Details

Keep mobile, email and bank account updated.

Update Nomination

Ensure nomination details are current.

Don't

• Don't invest based on guaranteed return promises
• Don't share login credentials with anyone
• Don't invest in unregistered entities
• Don't ignore risk warnings
• Don't redeem based on short-term market noise
• Don't pay cash for mutual fund investments