Investor Do’s and Dont's

DO's

MF & SIF

  • Read SID/SAI/KIM before investing.
  • Complete KYC and risk profiling.
  • Invest based on your financial goals, risk appetite, and investment horizon.
  • Review your portfolio annually.
  • Check your Consolidated Account Statement (CAS) regularly.
  • Understand SIF derivatives and leverage-related risks.

General

  • Report any suspicious communication immediately.
  • Ask questions if you have any doubt regarding product risks or fees.

Dont's

  • Do NOT invest without understanding your risk profile.
  • Do NOT share your OTP, password, or login credentials with anyone.
  • Do NOT expect guaranteed returns from any investment.
  • Do NOT invest beyond your approved risk profile or risk ceiling.
  • Do NOT ignore any unsuitability communication received.
  • Do NOT make investment decisions solely based on past performance.
  • Do NOT fall for schemes promising unrealistic or guaranteed returns.

Investor Charter — Our Commitment

  • Act in your best interest in accordance with the AMFI Code of Conduct.
  • Conduct proper risk profiling before making any recommendation.
  • Disclose all commissions and distribution-related compensation transparently.
  • Do not guarantee or promise any specific returns.
  • Resolve investor grievances within 15 working days.