SGFIN SOLUTIONS publishes this Investor Charter as an AMFI Registered Mutual Fund Distributor | ARN-154157 | Current Validity – 29th Aug 2029, AMFI Registered SIF Distributor | ARN-154157 | Current Validity – 17th Aug 2028, APMI Registered PMS Distributor| APRN08883 | Current Validity – 6th Apr 2029
Vision & Mission
SGFIN SOLUTIONS aims to provide unbiased, research-driven financial distribution services to help investors achieve their long-term financial goals with clarity, discipline, and integrity.
Services Provided
As an AMFI-registered Mutual Fund Distributor, We provides the following services:
- Distribution of Mutual Fund schemes across AMCs
- Goal-based financial planning and portfolio review
- Distribution of NPS, Bonds, ETFs, and Insurance products
- Equity trading facilitation
- Tax planning consultancy and loan facilitation
Rights of Investors
- Right to receive clear and accurate information about products and charges
- Right to receive a copy of the KYC acknowledgment
- Right to receive account statements regularly
- Right to lodge complaints and receive timely resolution
- Right to know the commission/remuneration received by the distributor
- Right to exit from schemes without exit load after specified period
- Right to nominate beneficiaries for their investments
Responsibilities of Investors
- Read all scheme-related documents carefully before investing
- Provide complete and accurate KYC information
- Do not share login credentials, OTPs, or passwords with anyone
- Regularly monitor your portfolio and account statements
- Update contact details with AMC/RTA immediately upon change
- Lodge complaints through proper channels if dissatisfied
Grievance Redressal
| Level | Contact | Expected Resolution Time |
|---|---|---|
| Level 1 — Finatrium | SURAJ.R, Grievance Officer +91 9746688541 sgfinsg@gmail.com | Within 7 working days |
| Level 2 — AMC | Contact the respective AMC’s Investor Services | Within 7 working days |
| Level 3 — AMFI | www.amfiindia.com | Within 30 days |
| Level 4 — SEBI SCORES | www.scores.gov.in Toll Free: 1800 266 7575 | As per SEBI guidelines |
| Level 5 — SEBI ODR | smartodr.in | As per ODR guidelines |
SGFIN SOLUTIONS aims to provide unbiased, research-driven financial distribution services to help investors achieve their long-term financial goals with clarity, discipline, and integrity.
⚠️ Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future results. SURAJ.R, Gayathri Sasidharan are AMFI-registered Mutual Fund Distributors (ARN-154157, ARN-131971) and not a SEBI-registered Investment Adviser.