Wealth Company AMC

Literature & Forms

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Statutory Disclosures

Literature & Forms

Disclosure on Group CompaniesTransmission FormsStewardship CodeSID DisclosuresScheme Summary DocumentMandatory Investment by AMCTERAddendum and NoticesPoliciesRoles and Responsibilities of CXODebt and Money Market TransactionAUM by Geography- QuarterlyMonthly Schemewise and StatewiseScheme DashboardPotential / Actual cases of Mis-selling by MFDsScheme PerformanceMethod of calculating the sale price and repurchase priceStatement of Additional Information (SAI)Payment Modes And Their EfficiencyQuarterly disclosure of distributors training,  event/meets , gifts, rewardsDisclosure of investments in securities of entities that are excluded from the definition of associateCirculars on Nomination for Mutual Fund Unit HoldersInvestor ComplaintsDisclosure pertaining to Market MakersVoting PolicySoft DollarDisclosure of Risk Parameters
file openerDisclosure on Group Companiesfile openerTransmission Formsfile openerStewardship Codefile openerSID Disclosuresfile openerScheme Summary Documentfile openerMandatory Investment by AMCfile openerTERfile openerAddendum and Noticesfile openerPoliciesfile openerRoles and Responsibilities of CXOfile openerDebt and Money Market Transactionfile openerAUM by Geography- Quarterlyfile openerMonthly Schemewise and Statewisefile openerScheme Dashboardfile openerPotential / Actual cases of Mis-selling by MFDsfile openerScheme Performancefile openerMethod of calculating the sale price and repurchase pricefile openerStatement of Additional Information (SAI)file openerPayment Modes And Their Efficiencyfile openerQuarterly disclosure of distributors training,  event/meets , gifts, rewardsfile openerDisclosure of investments in securities of entities that are excluded from the definition of associatefile openerCirculars on Nomination for Mutual Fund Unit Holdersfile openerInvestor Complaintsfile openerDisclosure pertaining to Market Makersfile openerVoting Policyfile openerSoft Dollarfile openerDisclosure of Risk Parameters

Disclosure on Group Companies