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Lilavati Investments Pvt Ltd · AMFI Registered Mutual Fund Distributor · ARN-305991

Rights & Obligations of Investors

Your rights as an investor, your obligations, and our commitments to you — in strict accordance with the SEBI Investor Charter and AMFI guidelines.

01

Your Rights as an Investor

S.NoRightDescription
1Complete InformationReceive complete, accurate, and up-to-date scheme info (SID, SAI, KIM) before investing.
2Commission TransparencyRight to know all commissions received by Lilavati Investments Pvt Ltd for recommended schemes.
3Account StatementsReceive confirmations and Consolidated Account Statements (CAS) directly from RTAs.
4Grievance RedressalLodge complaints and receive resolution via our mechanism, SEBI SCORES, or SMART ODR.
5Plan ChoiceSwitch from Regular Plan to Direct Plan at any time without any exit charges from us.
6Risk ProfilingRight to receive a risk profile assessment before any investment recommendation is made.
7Data PrivacyComplete privacy of your financial data as per DPDPA 2023 and SEBI regulations.
8Distributor ChoiceFull freedom to choose, switch, or change your distributor at any point in time.
02

Your Obligations as an Investor

S.NoObligationDescription
1Accurate InformationProvide correct KYC and financial data to ensure regulatory compliance.
2Read DocumentsCarefully read scheme-related documents (SID, SAI, KIM) before deciding to invest.
3Honest Risk AssessmentProvide an honest assessment of your risk appetite to help us suggest suitable funds.
4Understand RisksAcknowledge that Mutual Funds are subject to market risks and returns are not guaranteed.
5Report IssuesPromptly report any unauthorized transactions or discrepancies to us and the AMC.
03

Do's and Don'ts for Investors

Do's

  • Invest only through AMFI-registered entities like us.
  • Keep your login credentials, passwords, and OTPs private.
  • Issue payments only in the name of the Mutual Fund Scheme.
  • Verify your account statements and CAS regularly.

Don'ts

  • Do not invest based on rumors or unverified informal advice.
  • Do not sign blank cheques or blank transaction slips.
  • Do not share your bank account or password with anyone.
  • Do not use third-party bank accounts for subscriptions.

Lilavati Investments Pvt Ltd · AMFI Registered Mutual Fund Distributor · ARN-305991

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