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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?
Terms & Conditions

When investing through Mutual Fund Distributors (MFDs), investors need to understand the following terms and conditions:

  • Net Asset Value (NAV): The value of mutual fund units is based on the applicable NAV, which fluctuates based on market conditions.
  • Commissions and Fees: Distributors may receive commissions (upfront, trail, or otherwise) from Asset Management Companies (AMCs). These should be transparently disclosed to the investor.
  • Entry and Exit Loads: Some mutual fund schemes may charge entry (at the time of purchase) or exit loads (at the time of redemption). Investors should be informed about these charges beforehand.
  • Execution-Only Platform: MFDs may offer an execution-only platform, meaning they execute transactions without providing investment advice.
  • KYC Compliance: Investors must complete the Know Your Customer (KYC) process before investing.
  • Right to Information: Investors have the right to receive all relevant information about the mutual fund schemes, including scheme information documents, key information memorandums, and periodic statements.