Investor Charter
What you are entitled to expect from us, and what we ask of you in return.
On this page
Our vision
That every family we serve understands exactly what they own, why they own it, and what it is working towards — with the risks stated before the returns.
Our mission
To distribute mutual fund schemes and other financial products honestly and competently, matching each recommendation to the investor's stated goal, horizon and risk profile, in full compliance with SEBI regulations and the AMFI Code of Conduct.
Services we provide
- Assistance with KYC — new registration, modification and status checks.
- Explanation of scheme features, category, riskometer, expense ratio and exit load before investment.
- Assistance with purchase, SIP registration, switch, redemption and SWP requests.
- Consolidated portfolio reporting and periodic review meetings.
- Assistance with nominee registration and updates.
- Assistance to families with transmission of units following a death.
- Support with insurance documentation and claim follow-up.
- Investor education, including calculators and explanatory material.
Your rights as an investor
- To be given complete and unambiguous information about any product before you invest.
- To know the commission we earn on any scheme, on request.
- To have your risk profile assessed and recorded before a recommendation is made.
- To invest in direct options instead, without pressure or penalty from us.
- To receive account statements from the AMC and the registrar, independently of us.
- To have your personal information kept confidential and used only as described in our Privacy Policy.
- To complain, and to have that complaint acknowledged, investigated and answered within stated timelines.
- To escalate to SEBI, AMFI, IRDAI or the RBI if we do not resolve your complaint.
- To stop investing through us at any time, and to transfer your folios to another distributor or to direct options.
What we ask of you
- Give accurate and complete information in your KYC and risk profile, and tell us when it changes.
- Read the scheme information document, key information memorandum and policy wording before investing.
- Register a nominee on every folio.
- Deal only through banking channels. Never pay cash, and never transfer to an individual's account.
- Never share your password, PIN or OTP with anyone, including anyone claiming to be from our office.
- Keep your registered mobile number and email current with the AMC, so that alerts reach you.
- Check your account statements and raise any discrepancy promptly.
Service standards
| Activity | Our standard |
|---|---|
| Response to an enquiry | Same working day where possible, within 2 working days otherwise |
| KYC document check | 1 working day |
| Submission of a transaction request | Same working day, subject to cut-off times |
| Portfolio review meeting | At least once a year, more often on request |
| Acknowledgement of a complaint | Within 3 working days |
| Resolution of a complaint | Within 21 working days |
Grievance redressal
Full details, including escalation routes to SEBI SCORES, AMFI, IRDAI and the RBI, are set out in our Grievance Redressal Policy.
Last updated: ·
Money Pathshala · ARN-000000 · Client Desk ·
info@moneypathshala.com · +91 95751 15624
PU-4, Scheme No. 54, Vijay Nagar, Indore, Madhya Pradesh 452010
