Investor Charter
Guidance, rights, and responsibilities of mutual fund investors, ensuring transparency, safety, and growth.
Our Vision
To empower investors across India by fostering financial awareness, encouraging systematic investment disciplines, and offering transparent wealth-building pathways for generations.
Our Mission
To provide objective mutual fund distribution, assist in resolving complex physical share transmissions, and maintain strict regulatory compliance under AMFI & SEBI frameworks.
Services Provided to Investors
- Offer factual information and objective comparisons of various mutual fund schemes.
- Assist in assessing client risk profiles to help align investments with financial goals.
- Provide seamless digital options for initiating SIPs, Lump-sum transactions, SWPs, and redemptions.
- Support clients in processing physical stock dematerialization, folio transmissions, and IEPF claim files.
Rights of Investors
Every investor transacting through Jinvani Capital has the following rights:
- To receive clear disclosures on scheme features, investment objectives, exit loads, and expense ratios.
- To be informed of the commissions received by the distributor across various scheme categories.
- To expect timely execution of valid transaction applications.
- To receive Consolidated Account Statements (CAS) from depositories or RTAs.
- To register and track grievances through formal redressal cells (SEBI SCORES, AMFI).
Responsibilities of Investors
To ensure safe transactions and prevent unauthorized practices, investors should:
- Complete KRA/KYC requirements using valid documentation (PAN, Aadhaar, verified bank details).
- Read the Scheme Information Document (SID), Key Information Memorandum (KIM), and statement of additional information before investing.
- Do NOT pay cash: All investment checks or online transfers must be issued directly in favor of the respective Asset Management Company (AMC) or Mutual Fund scheme account. We do not accept cash or personal payments for investments.
- Regularly review bank statements and portfolio notifications (CAS) to verify transactions.
Risk Disclaimer Reminder
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Asset allocations should be carefully reviewed against your personal risk boundaries.