Investor Charter
Vision
To protect the interest of investors and promote the development and regulation of the mutual fund industry.
Rights of Investors
- Right to receive reliable and transparent information about mutual fund schemes
- Right to fair treatment from AMCs and distributors
- Right to prompt service delivery
- Right to lodge complaints and get timely resolution
- Right to exit the scheme at applicable NAV
Responsibilities of Investors
- Read all scheme-related documents before investing
- Monitor investments periodically
- Keep KYC documents updated
- Provide correct information in application forms
Grievance Redressal
Investors may approach the AMC directly, or escalate to IFSCA/SEBI if not satisfied with the resolution. Complaints can be filed through the SCORES portal at scores.gov.in.