Last updated: November 2026
Your rights
- Receive clear information about schemes, risks and costs
- Receive account statements and transaction confirmations
- Choose between Regular and Direct Plans
- Raise grievances and have them addressed in a time-bound manner
- Confidentiality of your personal data
Your obligations
- Complete KYC and provide accurate, up-to-date information
- Read all scheme-related documents before investing
- Understand that investments carry market risk
- Keep your contact and bank details current
Do’s and don’ts
- Do invest based on your goals, time horizon and comfort with risk
- Do insist on transaction confirmations and statements
- Don’t invest based on assured-return promises; none exist in mutual funds
- Don’t share OTPs, passwords or KYC credentials with anyone
Our obligations to you
- Act with integrity and in your interest
- Disclose commissions transparently
- Base fund selection on objective, suitability-driven criteria
- Protect your data and resolve grievances fairly