Fund Selection And Review Policy

“AMFI-registered Mutual Fund Distributor, SIF Distributor, PMS Distributor & AIF Distributor ”

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What we do. We distribute Mutual Fund, SIF, PMS and AIF products with incidental advice. Scheme recommendations are made only from AMCs where we are empanelled, based on the client's risk profile, goal and investment horizon — never on commission earned.

How schemes are shortlisted. We consider the scheme's category and Riskometer, consistency of performance against its benchmark and category over 3 and 5 years, portfolio quality, AMC track record and expense ratio. We maintain scheme information from AMC factsheets and publicly available data, reviewed every quarter.

Before every order. We confirm: KYC is valid, the scheme matches the client's risk category, the client has received scheme information, and the correct ARN and EUIN are quoted on the transaction. Where the client declines our recommendation, the transaction is executed only with the client's written execution-only confirmation.

Portfolio review. Every client portfolio is reviewed at least once a year against the client's goals and risk category. The review covers performance, asset allocation drift, scheme category changes and Riskometer changes. Review outcomes and client decisions are recorded in the Review Meeting Tracker.

What we never do. We do not assure or indicate returns, do not use illustrations above 12% p.a., do not churn portfolios for commission, and do not recommend products outside our empanelment or the client's risk category without written confirmation.

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