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Valsynk Investments Private Limited  ·  ARN 356708  ·  AMFI Registered Mutual Fund Distributor & SIF Distributor
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Investor Do's And Don'ts

DO's

  • Read SID / SAI / KIM of the scheme before investing.
  • Complete KYC (CKYC / KRA) and risk profiling before your first transaction.
  • Invest based on your goals, risk appetite, and time horizon, not on tips or short-term market noise.
  • Review your portfolio at least annually with the distributor.
  • Check your Consolidated Account Statement (CAS) regularly for all folios.
  • Keep your bank details, PAN, address, and nominee details updated.
  • Use SCORES and SMART ODR for unresolved complaints.
  • Ask questions about scheme risk, exit load, expense ratio, and commission before investing.

DON'Ts

  • Do NOT invest without understanding your own risk profile.
  • Do NOT share OTP, password, UPI PIN, or login credentials with anyone, including our staff or purported AMC staff.
  • Do NOT expect guaranteed returns from any mutual fund scheme.
  • Do NOT invest above your risk ceiling; if you choose to do so, the transaction will be execution-only with a written unsuitability acknowledgement.
  • Do NOT ignore unsuitability communications. Read and sign them carefully.
  • Do NOT decide based on past returns alone. Past performance is not indicative of future returns.
  • Do NOT fall for schemes or impostors promising unrealistic returns or quick profits.
  • Do NOT transfer money to personal accounts; only use AMC-specified bank accounts or the BSE STAR MF platform.

Investor Charter: Our Commitment

  • Act in the investor's best interest as per the AMFI Code of Conduct.
  • Conduct risk profiling before any scheme recommendation.
  • Disclose all commissions transparently.
  • Not guarantee or promise any specific returns.
  • Resolve investor grievances within 15 working days.