■ Compliance
Investor Charter
Investor Charter
Investor Charter
A client-first charter describing investor rights, responsibilities, service expectations, and support channels.
A client-first charter describing investor rights, responsibilities, service expectations, and support channels.
A client-first charter describing investor rights, responsibilities, service expectations, and support channels.
At Advents Wealth, we believe every investor deserves transparent, ethical, and
professional financial services.
Our Commitment
We strive to:
Understand your financial goals and investment objectives.
Recommend suitable financial solutions based on your risk profile.
Maintain transparency in all transactions and communications.
Provide timely support and portfolio review services.
Protect the confidentiality of your personal information.
Deliver services with integrity, professionalism, and regulatory compliance.
Investor Responsibilities
As an investor, you are encouraged to:
Provide complete and accurate personal and financial information.
Carefully read all scheme-related documents before investing.
Understand the risks associated with financial products.
Keep your KYC and contact details updated.
Review your investment portfolio periodically.
Inform us of any changes in your financial goals or circumstances.
Service Standards
Advents Wealth aims to:
Respond to investor queries promptly.
Assist with investment transactions and service requests.
Provide periodic portfolio reviews where applicable.
Maintain transparency regarding commissions, fees, and applicable charges.
Grievance Redressal
If you have any concerns or complaints regarding our services, please contact us
through the details provided on our website.
We are committed to resolving investor grievances fairly, transparently, and within a
reasonable timeframe.
Important Note
Investments in mutual funds and other market-linked products are subject to market
risks. Investors should make investment decisions after understanding the product
features, associated risks, and their own financial objectives.
At Advents Wealth, we believe every investor deserves transparent, ethical, and
professional financial services.
Our Commitment
We strive to:
Understand your financial goals and investment objectives.
Recommend suitable financial solutions based on your risk profile.
Maintain transparency in all transactions and communications.
Provide timely support and portfolio review services.
Protect the confidentiality of your personal information.
Deliver services with integrity, professionalism, and regulatory compliance.
Investor Responsibilities
As an investor, you are encouraged to:
Provide complete and accurate personal and financial information.
Carefully read all scheme-related documents before investing.
Understand the risks associated with financial products.
Keep your KYC and contact details updated.
Review your investment portfolio periodically.
Inform us of any changes in your financial goals or circumstances.
Service Standards
Advents Wealth aims to:
Respond to investor queries promptly.
Assist with investment transactions and service requests.
Provide periodic portfolio reviews where applicable.
Maintain transparency regarding commissions, fees, and applicable charges.
Grievance Redressal
If you have any concerns or complaints regarding our services, please contact us
through the details provided on our website.
We are committed to resolving investor grievances fairly, transparently, and within a
reasonable timeframe.
Important Note
Investments in mutual funds and other market-linked products are subject to market
risks. Investors should make investment decisions after understanding the product
features, associated risks, and their own financial objectives.

VISIT
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604 Maharashtra, India
© Advents Wealth. All Rights Reserved.


VISIT
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604 Maharashtra, India
© Advents Wealth. All Rights Reserved.


VISIT
G-11, Ground floor, Eternity Mall, LBS Road, Teen Hath Naka, Thane – 400604 Maharashtra, India
© Advents Wealth. All Rights Reserved.

