Each service is delivered according to the registration, authorisation, appointment or professional arrangement applicable to that offering.
Support for understanding mutual fund categories, completing documentation and facilitating transactions within the scope of mutual fund distribution.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Support relating to health, term and motor insurance through the applicable insurer, intermediary, appointment or partnership.
ITR filing support and document coordination, delivered directly or through an appropriately qualified professional arrangement, as applicable.
Facilitation support for eligible loans against mutual fund holdings through applicable lending partners and subject to lender approval.
Educational sessions for individuals, families, women, students and employee groups. Educational content is general and not personalised investment advice.
Follow-ups, document coordination, reminders and periodic service conversations relating to the services being used.
