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Understanding client’s requirements
We begin by understanding your financial product requirements, investment preferences, investment horizon, risk awareness, and any specific objectives client may wish to achieve. We also explain the scope of our services as a Mutual Fund Distributor and other product distributor, along with the applicable regulatory disclosures. -
Collection of Information and Documentation
We collect the information and documents required for account opening, Know Your Customer (KYC) compliance, FATCA/CRS declarations, nominee registration, and other regulatory requirements. We also assist in completing the necessary documentation for investment transactions. -
Product Information and Investor Education
We provide information regarding the features, benefits, risks, costs, and other relevant aspects of the financial products offered by various Asset Management Companies (AMCs) and other financial institutions. We encourage investors to read the Scheme Information Document (SID), Key Information Memorandum (KIM), and other statutory documents before making any investment decision. -
Investment Execution
Based on the investor’s instructions, we facilitate the execution of transactions, including purchases, redemptions, switches, SIP/STP/SWP registrations, and other service requests, through the applicable investment platforms and intermediaries. -
Ongoing Service Support
After the transaction is completed, we continue to provide assistance with various service-related requests, including account updates, nominee changes, KYC modifications, bank mandate registration, transmission requests, statement generation, and other operational support. -
Periodic Communication
We maintain regular communication with our clients regarding transaction confirmations, account statements, regulatory updates, operational changes, and other service-related information. We also facilitate further transactions whenever requested by the investor. -
Disclaimer
We act as a Mutual Fund Distributor and execution facilitator. We do not provide investment advisory or portfolio management services unless separately registered with the appropriate regulatory authority. All investment decisions are made solely by the investor. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.