One of the biggest drawbacks today is the lack of awareness. We often follow what is blindly told to us, either by our family or friends. Out of all the investment options available, some might suit your goal and some might not. But to evaluate that, you must do your research. Every step that one takes while making financial decisions is crucial and must be well thought of to meet specific financial goals.
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I. Know Your Customer (KYC): To invest in Mutual Funds, you will need to complete your Know Your Customer (KYC) requirements. You can do so by visiting any AMC branch or nearest Point of Service and submitting the completed KYC Form along with all the required self-attested documents. Individual investors would be required to submit the following documents • A recent passport sized Photograph • A Proof of identity – A copy of your PAN card • A Proof of Address – A copy of your Voter ID card, Passport or Driving License. If you are already KYC Verified and would like to update any of your information, you can submit a completed KYC Details Change Form with the required self-attested documents at your nearest AMC branch or Point of Service.
II. SEBI registered Mutual Funds: We advise investors to make informed decisions and are cautioned to invest only with SEBI registered Mutual Funds. List of Registered Mutual Funds is available at https://www.sebi.gov.in/intermediaries.html
III. Complaint Redressal: For any queries, complaints & grievance redressal you can reach out to us at email@example.com or call us on 1800222999. If you are unsatisfied with the resolution or wish to escalate the matter, you may write to Investor Service Officer at firstname.lastname@example.org. For this purpose, Mr. Rajneesh Dwivedi is the Investor Relations Officer of the Mutual Fund. He can be contacted at 2nd Floor, Block B-2, Nirlon Knowledge Park, Western Express Highway, Goregaon (East), Mumbai – 400 063. Tel No.:022-2685 2000, FAX No.: 022 -2686 8313. In case the investor is not satisfied with the resolution given by AMC, he can approach SEBI by registering his complaint on SCORES (SEBI Complaints Redress System) through https://scores.gov.in/scores/Welcome.html
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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