Your Rights as an investor
| Right | Description |
|---|---|
| Complete Information | Receive accurate information about MF schemes (SID, SAI, KIM) before investing. |
| Transparency | Receive disclosure of all commissions received by the distributor. |
| Right to Nominate | You have the right to nominate a beneficiary for your mutual fund investments. |
| Right to Exit | You have the right to redeem your investments anytime, subject to the exit load and lock-in period. |
| Right to Statements | Receive regular account statements and a Consolidated Account Statement (CAS) detailing your holdings. |
| Grievance Redressal | Lodge complaints and receive timely resolution via SEBI SCORES or AMFI. |
Do's and Don'ts
✓ DO's
- ✓ Always invest through AMFI-registered entities only and verify their ARN.
- ✓ Read the Scheme Information Document (SID) and KIM carefully before investing.
- ✓ Keep your KYC, email, mobile number, and bank details updated.
- ✓ Understand the 'Riskometer' of the scheme before making a decision.
- ✓ Always complete the nomination section in your investment form.
✗ DON'Ts
- ✗ Do not fall for promises of "guaranteed" or "assured" returns in mutual funds.
- ✗ Do not sign blank application forms or issue blank signed cheques.
- ✗ Do not deal in cash transactions with distributors or agents.
- ✗ Do not ignore your risk profile; invest according to your financial goals.
- ✗ Do not share your OTPs or passwords with anyone, including your distributor.
Grievance Redressal Mechanism
If you have any grievance, please follow the escalation matrix below to ensure a swift resolution.
Level 1
Contact Your Distributor
Reach out to us at contact@mundraasset.com or call us at +91 9987466750.
Level 2
Contact the AMC
If unresolved, you can contact the respective Asset Management Company (AMC) directly. The contact details are available in the Scheme Information Document (SID).
Level 3
SEBI SCORES
If your complaint is not resolved within 30 days, you can lodge it on the SEBI SCORES portal at https://scores.sebi.gov.in/.