Rights & Obligations of Investors
01.
Your Rights as an Investor
01.
Right to complete, accurate information about MF schemes (SID, SAI, KIM) before investing.
02.
Right to disclosure of all commissions received by the distributor.
03.
Right to receive transaction confirmations and CAS from RTAs.
04.
Right to lodge complaints via our grievance mechanism, SEBI SCORES, or SMART ODR.
05.
Right to switch from Regular Plan to Direct Plan at any time without charges.
06.
Right to risk profiling before any recommendation and to receive only suitable suggestions.
07.
Right to privacy and data protection as per DPDPA 2023.
08.
Right to receive Unsuitability Declaration if investing beyond your risk profile.
09.
Right to access, correct, or delete your personal data (subject to regulatory retention).
10.
Right to choose any distributor, switch distributors, or invest via Direct Plans at any time.
02.
Your Obligations as an Investor
01.
Provide accurate personal, financial, and KYC information.
02.
Read all scheme-related documents (SID, SAI, KIM) carefully before investing.
03.
Complete risk profiling honestly reflecting your true financial situation.
04.
Inform us promptly of any change in personal details, financial circumstances, or risk appetite.
05.
Understand that all investments are subject to market risks.
06.
Retain copies of all transaction documents and correspondence.
07.
Report any unauthorized transactions immediately.
03.
Our Obligations to You
01.
Act in your best interest and comply with SEBI/AMFI regulations and AMFI Code of Conduct.
02.
Provide transparent and complete information about all schemes and risks.
03.
Disclose all commissions and maintain documented disclosure process.
04.
Conduct proper risk profiling and ensure suitability of recommendations.
05.
Process transactions promptly through authorized platforms.
06.
Maintain confidentiality of your information per Privacy Policy and DPDPA 2023.
07.
Maintain grievance redressal mechanism with prescribed timelines.
08.
Not make any misleading statements or guarantee returns.
Invest Aaj For Kal Edutech Private Limited
AMFI Registered Mutual Fund Distributor & SIF Distributor
CIN: U80301RJ2021PTC077481
AMFI Registered Mutual Fund Distributor (ARN-266556) – Validity: 22-Jan-2026 to 22-Mar-2029
AMFI Registered SIF Distributor (ARN-266556) – Validity: 23-Sep-2025 to 22-Sep-2028
Authorised Person of Zerodha Broking Limited (SEBI: INZ000031633) | NSE AP: AP2516003263 | MCX AP: MCX/AP/175209
APMI Registration: APRN01657 (Validity: till 20-Nov-2027) | PMS EUIN: E03467 (Pankaj Ladha)
Disclaimers
Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.
Investments in Specialized Investment Fund (SIF) involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.
Investments in the securities market are subject to market risks, read all the related documents carefully before investing. All stock broking, trading, settlement, and related activities are carried out by Zerodha Broking Limited and governed by the Stock Broker’s policies and SEBI regulations.
The Company receives commission from Asset Management Companies / issuers for distribution of Mutual Fund and SIF products in Regular Plans, as permitted under SEBI and AMFI regulations. Such commissions may include trail or other permitted forms. No commission or fee is charged directly to investors for Mutual Fund or SIF distribution.
Invest Aaj For Kal Edutech Private Limited makes no warranties or representations, express or implied, on products offered through the platform of Invest Aaj For Kal Edutech Private Limited. We are NOT a SEBI Registered Investment Adviser. For personalized investment advice, please consult a SEBI-registered Investment Adviser. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services.
Invest Aaj For Kal Edutech Private Limited operates in compliance with SEBI and AMFI regulations.
