Labhanshh Financial Services
Rights & Obligations

Investor Rights & Obligations

What you are entitled to as an investor, and the responsibilities that help keep your investments secure.

Last updated: July 2026

Your rights

  • Complete, accurate and up-to-date scheme information before you invest.
  • Disclosure of all commissions your distributor earns.
  • Confirmations and account statements directly from the RTA.
  • A risk assessment before any recommendation is made.
  • Switch from Regular to Direct Plans, or change your distributor, at any time.
  • Protection of your personal data.
  • Lodge complaints through multiple channels, including SEBI SCORES.

Your obligations

  • Provide correct KYC and financial information for compliance.
  • Read scheme documents carefully before investing.
  • Assess your risk appetite honestly.
  • Acknowledge that mutual funds are subject to market risks.
  • Report any unauthorised transaction promptly.

Do's

  • Invest through AMFI-registered entities.
  • Protect your login credentials.
  • Make payments only in the name of the mutual fund scheme.
  • Verify your statements regularly.

Don'ts

  • Don't invest based on rumours or unverified tips.
  • Don't sign blank documents.
  • Don't share your banking or login details.
  • Don't use third-party accounts for subscriptions.

Contact us

  • Labhanshh Financial Services (AMFI Registered Mutual Fund Distributor, ARN: 193424, EUIN: E387484)
  • Principal & Grievance Officer: Manish Joshi
  • Address: B-703, Neco Beaumont, Near DPS School, Handewadi, Pune - 411060
  • Phone: +91 89832 63933
  • Email: manish@labhanshhfs.com
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