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Rights & Obligations (Investor Charter)

1. Investor Rights

  • Fair Treatment: Receive services in a fair, transparent, and professional manner in line with SEBI and AMFI Codes.

  • Information Access: Obtain complete and unaltered information on mutual fund products, including SAI, SID, KIM, addenda, performance data, and risks.

  • Suitability & Disclosure: Expect recommendations based only on your risk profile and investment objectives.

  • Execution Transparency: Receive timely confirmations of all executed transactions (purchase, redemption, SIP, STP, SWP).

  • Complaint Resolution: Have your grievances addressed promptly through the defined escalation matrix.

  • Confidentiality: Assurance that your personal and financial data will be handled strictly as per AMFI Data Sharing & SEBI Privacy Guidelines.

  • Regulatory Protection: Access SEBI's SCORES platform for complaint escalation if unresolved within prescribed timelines.

2. Investor Obligations

  • Provide accurate and updated KYC and personal information at all times.

  • Disclose investment objectives, financial position, and risk tolerance honestly during risk profiling.

  • Read all scheme-related documents carefully before investing.

  • Review portfolio statements and transaction confirmations periodically.

  • Promptly report discrepancies or grievances to the compliance desk.

  • Avoid sharing confidential login credentials or personal data via unverified links.

  • Keep contact details updated for seamless communication.

3. Grievance Redressal Mechanism

You may raise a complaint through any of the following channels:
Email: support@vardhamanwealth.com

Contact No.: 9969572995

Escalation Matrix

4. Compliance Commitment

  • Adhering to SEBI Master Circular for Mutual Funds (May 2023) and AMFI Code of Conduct (Clause 8 - Investor Grievance Redressal).

  • Maintaining a transparent Complaint Register & SCORES Tracker.

  • Ensuring timely updates of regulatory changes to all clients.

  • Preserving investor trust through integrity, transparency, and accountability in all dealings.

5. Disclaimer

This Investor Charter is issued in compliance with SEBI & AMFI guidelines for Mutual Fund and SIF Distributors. It is meant for compliance and awareness purposes only and does not constitute investment advice. All mutual fund investments are subject to market risks; investors should read scheme-related documents carefully before investing.