Mutual Funds
Read the offer document carefully before investing
Mention your bank account number in the application form
Invest in a scheme depending upon your investment objective and risk appetite
Note that Net Asset Value ( NAV) of a scheme is subject to changes depending upon market conditions
Insist on a copy of the offer document/key information memorandum before investing, and read it carefully
Note that past performance of a scheme or a fund is not indicative of the scheme’s or the fund’s future performance. Past performance of a scheme may or may not be sustained in future
Keep regular track of the NAV of the schemes in which you have invested
Ensure that you receive an account statement for the money that you have invested
Don’t invest in a scheme just because somebody is offering you a commission or other incentives, gifts etc
Don’t get carried away by the name of the scheme/mutual fund
Don’t fall prey to promises of unrealistic returns
Don’t forget to take note of risks involved in the investment
Don’t hesitate to approach the proper authorities for redressal of your doubts/grievances
Don’t deal with any agent/broker dealer who is not registered with the Association of Mutual Funds in India (AMFI)
Partners
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