AMFI prescribes a code of conduct for every registered mutual fund distributor. Below is how that code translates into day-to-day practice here.
We place your interest ahead of our own remuneration in every recommendation of process, product category or timing.
We do not complete a transaction until the investor can state in their own words what they are buying, what it costs and what can go wrong.
Commission structure, expense ratios, exit loads and lock-in periods are stated before signature, and the difference between regular and direct plans is shown.
We make no promise, projection or indication of assured return, capital protection or guaranteed income on any market-linked product.
Investor information is used only for servicing and statutory obligations, and is never sold or shared for marketing.
All payments are made by the investor directly to the AMC, issuer or insurer. We accept no cash and no payment in our personal name.
We do not allow our ARN to be used by any other person, and we do not transact on any folio without written or otherwise authenticated instructions.
Every grievance is recorded, acknowledged within 3 working days and escalated to the manufacturer or regulator where we cannot resolve it.
Registered distributors are required, among other things, to:
The full text of the code is published by AMFI at amfiindia.com and prevails over any summary on this page.
If you believe any of these standards has not been met, tell us. Write to tamalikaghosh1979@gmail.com or call +91 98314 75535. If our response does not satisfy you, the escalation route to AMFI, SEBI SCORES and SMART ODR is set out on our grievance redressal page, and you are free to use it at any stage.
Talk to us about the schemes on our platform, the paperwork involved and how transactions are placed. No obligation, no charge to you.
Begin a goal-linked Systematic Investment Plan from ₹1,000 a month. Sit with us for a free, no-obligation conversation — at our Konnagar office or over a call.
