Investor Charter
TurtleFinvest is an AMFI-registered mutual fund distributor (ARN-371158). This page sets out what you can expect from us, what we ask of you, and what to do if something goes wrong.
Your rights as an investor
- Fair treatment. To be dealt with honestly, fairly and without pressure to invest.
- Clear information. To be told, in plain language, about a scheme’s nature, risks and costs before you invest.
- Disclosure of how we are paid. To know that we earn commission from the asset management company (AMC) whose scheme you invest in, and to ask us what that commission is.
- Your money goes to the fund house. To pay the AMC directly. We never accept investment money in our own name.
- Confidentiality. To have your personal and financial information kept private, as described in our Privacy Policy.
- A hearing. To raise a complaint, have it acknowledged, and be told how to take it further.
- Regulatory protection. To the protections of the SEBI (Mutual Funds) Regulations and the AMFI Code of Conduct for mutual fund distributors.
Your responsibilities
- Complete your KYC and give us accurate, up-to-date personal and financial information.
- Read the scheme related documents (SID, SAI and KIM) before you invest.
- Check your account statements and transaction confirmations when you receive them.
- Tell us and the AMC promptly about any error or any transaction you did not authorise.
- Keep your mobile number, email, address, bank details and nominee up to date.
- Never share your passwords or OTPs, and never make an investment payment to an individual.
If you have a complaint
- Step 1 — Write to or call us. Email hello@turtlefinvest.com or call +91 77189 92838 (Mon – Sat, 9:30 AM – 6:30 PM). We usually reply within one working day.
- Step 2 — The fund house. If you are not satisfied with our response, write to the investor grievance cell of the AMC concerned. Its contact details are on the AMC’s website and on your account statement.
- Step 3 — SEBI. If the matter is still unresolved, you may lodge a complaint on SEBI’s SCORES portal at scores.sebi.gov.in.
Our commitment
We follow the AMFI Code of Conduct for mutual fund distributors and the applicable SEBI and AMFI guidelines.
Please note
This charter is published for investor awareness. It is not investment advice. Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.