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Have you covered your liabilities sufficiently?   In case of unfortunate event, will your family be financially the same as it is today?   Do you have the best tax benefits available as per your gross income?   Are you getting the best returns on your invested money?   Have you ever discussed your investment planning with any professionals?   Is your post retirement life secure?   Will you be able to afford the educational cost of your child ten years from now?   What comes on your mind when you hear the words insurance? Death? Premiums? Tax Savings? Retirement? Child Education?   Can your insurance/ investments be suitable to your needs and risk profile?
Vision

To provide transparent, compliant, and efficient financial product distribution services while ensuring fair treatment and access to relevant information for investors.

Mission

To operate in accordance with applicable regulatory guidelines and maintain high standards of integrity, transparency, and professionalism in mutual fund distribution services.

Rights of Investors

As an investor, you have the right to:

  • Receive accurate and complete information about financial products before investing
  • Know the commission earned by the distributor on your investments
  • Receive transaction confirmations, account statements, and portfolio reports
  • Have access to grievance redressal mechanisms
  • Have your complaints acknowledged and addressed in a timely manner
  • Escalate unresolved complaints through SEBI SCORES (https://scores.sebi.gov.in/) or SMART ODR (https://smartodr.in)
  • Access personal data and exercise applicable rights under relevant data protection laws
  • Be treated in a fair and transparent manner
Obligations of Investors

As an investor, you are expected to:

  • Provide accurate and complete information during onboarding and KYC
  • Read all relevant product and scheme-related documents carefully before investing
  • Keep personal and contact details updated
  • Complete KYC formalities as required
  • Maintain records of investment documents and communications
  • Understand that investments are subject to market risks
Service Standards

Golden Mean Financial Services LLP endeavours to:

  • Process transactions as per timelines prescribed by product providers and platforms
  • Acknowledge and address investor queries and complaints in a timely manner
  • Maintain confidentiality of investor data in accordance with applicable laws
  • Disclose commissions earned on investor transactions
  • Ensure that no returns are guaranteed or assured
Do's and Don'ts

Do's:

  • Read scheme and product documents carefully before investing
  • Verify distributor details on the AMFI website (www.amfiindia.com)
  • Complete KYC formalities
  • Review investments periodically
  • Report discrepancies promptly

Don'ts:

  • Do not invest based on unverified information or rumours
  • Do not sign blank forms or issue blank cheques
  • Do not invest in products without understanding associated risks
  • Do not ignore risk profiling requirements
  • Do not expect assured returns from market-linked investments