Services Provided to Investors
- Distribution of mutual fund schemes and SIF strategies of empanelled AMCs.
- Risk profiling and suitability assessment before any recommendation.
- Execution of financial and non-financial transactions through BSE STAR MF and official AMC/RTA channels.
- Assistance in KYC, FATCA/CRS, nomination and change of details.
- Portfolio review annually and as and when required by the investor.
- Assistance in grievance redressal with the AMC, RTA and regulators.
Service Timelines
| Service | Timeline |
|---|---|
| Order placement after receipt of complete instruction and funds | Same working day |
| Transaction confirmation forwarding to investor | 1 working day of receipt |
| Complaint acknowledgement | 2 working days |
| Complaint resolution | 7 working days |
| Non-financial request forwarding (nomination, bank change, contact update) | 2 working days |
Commitments to Investors
- Recommend only schemes suitable to the investor's documented risk profile.
- Disclose commission on the Commission Disclosure page and before transaction on request.
- Never promise assured, guaranteed or indicative returns.
- Keep investor data confidential as per the Privacy Policy and DPDPA 2023.
- Display the grievance mechanism with SEBI SCORES and SMART ODR at all times.
Need help?
Grievance Redressal Officer: Mr. Chandresh Rawka · 9829038832 · c.rawka@gmail.com