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AMFI Registered Mutual Fund Distributor • ARN-164747
Rakesh Kumar Sachdev
SEBI Investor Charter

Investor Rights & Obligations

Your rights as a mutual fund investor, your obligations, and a quick Do's and Don'ts.

Your rights as an investor

  • Complete information about scheme risks, costs and past performance before investing.
  • Know the commission earned by Rakesh Kumar Sachdev on your investments (visible in your CAS).
  • Invest in Direct Plans at lower expense ratios directly through AMC portals.
  • Receive a Consolidated Account Statement (CAS) showing investments and commissions.
  • Receive timely account statements and transaction confirmations.
  • Fair, transparent grievance redressal within 15 working days.
  • Escalate complaints to the AMFI Helpline, SEBI SCORES and SMART ODR.
  • Complete risk profiling before any investment recommendation.
  • Access, correct and request deletion of your personal data (DPDPA 2023).
  • Switch distributors at any time without any penalty from Rakesh Kumar Sachdev.
  • Receive a signed Unsuitability Declaration if investing outside your risk profile.
  • Be protected from mis-selling, fraud and unfair trade practices.

Your obligations as an investor

  • Complete KYC as per AMFI / KRA norms before investing.
  • Read all scheme-related documents (SID / SAI / KIM) before investing.
  • Provide accurate, complete and up-to-date information.
  • Keep your contact and nomination details updated with the KRA / AMC.
  • Never share login credentials, OTPs or sign blank forms.

Do's and Don'ts

Do’s

  • Read all SID / SAI / KIM before investing.
  • Complete KYC before any investment.
  • Monitor your portfolio periodically.
  • Use SEBI SCORES for unresolved complaints.
  • Keep contact details updated with your KRA.

Don’ts

  • Don’t invest based on tips or past returns alone.
  • Don’t share login credentials with anyone.
  • Don’t make panic redemptions during market corrections.
  • Don’t sign blank application or authorisation forms.
  • Don’t invest borrowed money in mutual funds.

Last updated: July 2026

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