SEBI Investor Charter for Mutual Funds

Sat, 16 May 2026 00:00:00 +0000

The SEBI Investor Charter for Mutual Funds is the standardised rights-and-obligations disclosure document mandated by SEBI Circular SEBI/HO/IMD/IMD-PoD-1/P/CIR/2021/622 dated 13 August 2021 that every Indian mutual fund asset management company (AMC) must display prominently on its website, include in the Statement of Additional Information (SAI) , and make available to investors at every point of interaction with the AMC. The Charter sets out, in plain language, the rights of mutual fund investors, the corresponding obligations of the AMC and its service providers, the grievance-redressal pathway through the AMC’s internal mechanism and the SEBI SCORES portal , and the dos-and-don’ts framework for investors. It is one of SEBI’s principal investor-education and grievance-prevention tools and complements the SCORES portal, the post-2024 Online Dispute Resolution (ODR) overlay, and the SEBI Investor Protection Fund as the foundational triad of investor-protection mechanisms for mutual fund investors in India.

Zerodha investor charter

Mon, 11 May 2026 00:00:00 +0000

The investor charter is a standardised disclosure document mandated by SEBI for all registered market intermediaries, including stock brokers. Zerodha Broking Limited, as a SEBI-registered broker under certificate INZ000031633 (see Zerodha SEBI registration ), publishes an investor charter on its website that sets out the rights of its clients, the obligations Zerodha undertakes to its clients, and the redressal mechanisms available if those obligations are not met. The investor charter was introduced by SEBI through a circular issued in October 2021 and forms part of a broader initiative to standardise investor rights disclosures across SEBI-regulated entities.

Investor Rights on WebNotes

SEBI Investor Charter for Mutual Funds

Zerodha investor charter