Investor Charter
Last updated: 17 September 2026
Vision
To make investing in mutual funds simple, transparent and investor-friendly.
Services provided to investors
- Information on schemes from official AMC documents.
- Assistance with KYC, account opening and nominations.
- Facilitation of purchase, SIP, switch, STP, SWP and redemption.
- Delivery support for statements and transaction confirmations.
- Handling of service requests and grievances.
Rights of investors
- Receive the latest SID, SAI and KIM before investing.
- Receive complete disclosure of commissions.
- Receive allotment, redemption proceeds and statements within stipulated timelines.
- Have grievances addressed in a timely manner.
- Choose between Regular and Direct plans.
Responsibilities of investors
- Read all scheme related documents carefully.
- Keep KYC, contact and bank details updated.
- Register nominees for your folios.
- Never pay in cash or share your passwords and OTPs.
- Check statements regularly and report discrepancies.
Service timelines
| Activity | Timeline |
|---|---|
| Acknowledgement of complaint | Within 2 working days |
| Resolution of complaint | Within 7–15 working days |
| Redemption proceeds (by AMC) | As per SEBI timelines |
| Consolidated Account Statement | Monthly / half-yearly as applicable |
Grievance redressal
See our Grievance Redressal page for the escalation matrix, SEBI SCORES and SMART ODR details.
For any questions, contact Chourey Wealth at choureyupendra@gmail.com or +91 88895 02205 / +91 91318 18778. Chourey Wealth | ARN-98378 | EUIN: E115715