Portfolio information is made available periodically to help investors understand their existing mutual fund holdings and changes in their investments over time.
We facilitate a periodic review of mutual fund holdings, generally once a year, considering the investor's requirements, risk profile and investment horizon.
Where a change may be considered appropriate, the relevant options, features and risks are discussed with the investor. Any redemption, switch or other transaction is carried out only upon the investor's instruction/consent.
Capital gains statements are facilitated to assist investors in maintaining records for tax-related purposes.
Investors should consult their tax adviser/Chartered Accountant regarding their individual tax liability and tax-filing requirements.
We periodically interact with investors to discuss their mutual fund portfolio, relevant market developments, product-related information and servicing requirements.
These interactions are intended to support investor awareness and informed decision-making.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Monday–Saturday, 9:30 AM–6:30 PM
Sunday: By Appointment
