Mutual fund distribution and transaction support for SIPs, lump-sum investments, additional purchases, switches and redemptions, subject to applicable requirements.
We follow an investor risk-profiling and suitability process before facilitating investments. Relevant product risks and applicable disclosures are communicated to investors.
Distribution support for eligible investors considering higher-value investments across Mutual Funds, SIF, PMS and AIF, subject to eligibility, applicable minimum investment requirements, risk profile and suitability.
Distribution support for eligible investors considering Specialized Investment Funds, subject to applicable minimum investment requirements, risks and suitability.
Distribution/facilitation of PMS products for eligible investors, subject to applicable regulatory requirements, minimum investment requirements, risks and suitability.
Distribution/facilitation of AIF products for eligible investors, subject to applicable eligibility, minimum investment requirements, risks and suitability.