Wealth Company AMC

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Statutory Disclosures

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AddendumStatement of Additional Information (SAI)SID DisclosuresDisclosure on Group CompaniesTransmission FormsStewardship CodeScheme Summary DocumentMandatory Investment by AMCPoliciesRoles 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 pricePayment 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 Dollar
file openerAddendumfile openerStatement of Additional Information (SAI)file openerSID Disclosuresfile openerDisclosure on Group Companiesfile openerTransmission Formsfile openerStewardship Codefile openerScheme Summary Documentfile openerMandatory Investment by AMCfile 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 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 Dollar

Monthly Schemewise and Statewise