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You have read, understood below service agreement. (This agreement is sent to you along with the Investor Application Form. You are required to sign and return the Investor Services Agreement to us.)
This document is a legal contract between you and . It will be considered that you are agree with these terms when you click “I agree”, or access, install our services.
Investor service agreement:
I have applied for an investment account after understanding the nature and scope of services provided by
1) duties and obligations to provide:
Investment advise to grow your wealth through mutual fund as well as other asset classes.
Execution of funds where will transmit fund information to exchanges, that may be BSE/NSE or any other transaction platform.
will keep and maintain your personnel information.
2) Investor duties and obligation:
Investor should use his own bank account for any transaction and in any other case it should be from legimate source.
Keeping log in credentials confidential is a explicit responsibility of investor. Should intimate in the case of any unauthorized use is suspected.
Investor should read all scheme related information and understand the risk associated with it.
Before investing through , investor will seek independent financial advise.
3) I acknowledge and agree that:
My account will be activated after verifying my personnel information through KRA, and I am abide to provide correct information.
All authentications/transaction from my credentials or from My registered E-mail id are treated as originated by me.
As far as possible, my instructions will be processed the same business day if received before the cut-off time(s) specified by Exchanges. Authorised and complete transactions shall be processed at the applicable Net Asset Value (“NAV”) as may be accepted by the respective Exchanges. In case of all mutual fund purchases equal to or above Rs 200,000 (other than liquid schemes), the NAV applicable will be the closing NAV of the day on which the funds are available for utilization. However, for purchases below Rs 200,000 made before the cut-off time, the same-day NAV will be applicable. AMCs are not obliged to accept my application for subscription to units of their mutual fund schemes in part or in full.
consent to mywebsite.com, the AMCs and/or Registrar and Transfer Agents (RTAs) for sharing/exchanging between themselves information related to my KYC and all other details procured from KRA as well as transactions data feed/portfolio holdings/NAV etc. (in respect of my investments under Direct Plans of all Schemes ("reverse feeds").)
For NACH/ECS mandate, it may be lag between date of debit from my bank with request submitted by
holds the right to discontinue your services and transaction if required to comply with any legal or regulatory authorities under any law.
may revise the Terms of Service at any time by updating the terms. My continued use of services will imply my acceptance of these changes.
4) is not responsible for:
Any loss, notional or otherwise, and variances in values incurred on account of:
Delays and processing time at the Bank, Registrar & Transfer Agency or AMC;
Rejection of my instructions by the Bank, Registrar and Transfer Agency or AMC;
Processing of instructions authenticated by my login credentials;
Non-availability or non-accessibility of the website, telephone(s), or office(s) of in case of circumstances beyond control.
5) If you are a Non- Resident Indian
In addition to the above, you agree and confirm that:
Any offering, advice, recommendation or transaction at does not constitute an offer to sell or a solicitation to any person in any jurisdiction where it is unlawful to make such an offer or solicitation.
You are Non-Resident(s) of Indian nationality/origin and that funds for purchases are remitted from abroad through approved banking channels or from funds in your NRE/NRO/FCNR account in India.
You are not resident/incorporated under the laws of the United States of America (USA), Canada or any Financial Action Task Force (FATF) declared non-compliant country or territory.
As a user of the website from any country other than India, you understand that use of may be a potential violation of laws in such countries. You are solely responsible for compliance with foreign and local laws in your country of residence or citizenship.
You agree that you are solely responsible for any liability incurred in this regard and will indemnify for any liability may incur in any foreign jurisdiction as a consequence of the citizens/residents of countries other than India using the service.
has not reviewed all of the sites linked to its Internet website and is not responsible for the contents of any such linked site. The inclusion of any link does not imply endorsement by of the site. Use of any such linked website is at the user's own risk.
Revisions and Errata
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The materials on 's website are provided "as is". makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties, including without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights. Further, does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its Internet website or otherwise relating to such materials or on any sites linked to this site.
Mutual Fund investments are subject to market risks. Please read the Statement of Additional Information / Scheme Information Document carefully before investing.
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