■ 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.