Terms & Conditions

When investing through Mutual Fund Distributors (MFDs), investors need to understand the following terms and conditions:

• Net Asset Value (NAV): The value of mutual fund units is based on the applicable NAV, which fluctuates based on market conditions.
• Commissions and Fees: Distributors may receive commissions (upfront, trail, or otherwise) from Asset Management Companies (AMCs). These should be transparently disclosed to the investor.
• Entry and Exit Loads: Some mutual fund schemes may charge entry (at the time of purchase) or exit loads (at the time of redemption). Investors should be informed about these charges beforehand.
• Execution-Only Platform: MFDs may offer an execution-only platform, meaning they execute transactions without providing investment advice.
• KYC Compliance: Investors must complete the Know Your Customer (KYC) process before investing.
• Right to Information: Investors have the right to receive all relevant information about the mutual fund schemes, including scheme information documents, key information memorandums, and periodic statements.

Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.