Investor Rights & Obligations

Last updated: July 2026

Your rights

• Complete, accurate and up-to-date scheme information before you invest.
• Disclosure of all commissions your distributor earns.
• Confirmations and account statements directly from the RTA.
• A risk assessment before any recommendation is made.
• Switch from Regular to Direct Plans, or change your distributor, at any time.
• Protection of your personal data.
• Lodge complaints through multiple channels, including SEBI SCORES.

Your obligations

• Provide correct KYC and financial information for compliance.
• Read scheme documents carefully before investing.
• Assess your risk appetite honestly.
• Acknowledge that mutual funds are subject to market risks.
• Report any unauthorised transaction promptly.

Do's

• Invest through AMFI-registered entities.
• Protect your login credentials.
• Make payments only in the name of the mutual fund scheme.
• Verify your statements regularly.

Don'ts

• Don't invest based on rumours or unverified tips.
• Don't sign blank documents.
• Don't share your banking or login details.
• Don't use third-party accounts for subscriptions.

Contact us

• TrustVera Financial Services (AMFI Registered Mutual Fund Distributor, ARN-361728)
• Principal & Grievance Officer: Gaurav Soni
• Address: Office No. 924, VJ Indilife, Vardayani Society, Pashan-Sus Road, Pune - 411021
• Phone: +91 73870 62855
• Email: connect@trustverafinancial.com