Investor Rights & Obligations

Email	contact@nextgenfamilyoffice.in
Compliance Officer	Jyoti Saluja, Founder
Registered Office	3rd Floor, Above Super Bazaar, Rewa Road, Satna, MP, 485001
Business Hours	Monday to Friday, 10:00 AM – 6:00 PM

1. Investor rights

Fair treatment: Receive fair, transparent, and ethical service from us as your distributor.

Information access: Receive clear information about mutual fund, gold, fixed income, and GIFT City/SIF products — risks, costs, and suitability — before investing.

Reliability & disclosure: Receive accurate, complete disclosures as required under AMFI and SEBI guidelines, including what we earn (see Commission Disclosure).

Resolution transparency: Be informed of our grievance redressal process and escalation matrix in advance, not after something goes wrong.

Complaint resolution: Have complaints acknowledged and resolved within the timelines set out in our Investor Grievance Redressal process.

Confidentiality: Expect your personal and financial information to be handled securely, per our Privacy Policy.

Regulatory protection: Be protected under applicable AMFI regulations and the AMFI Code of Conduct for Mutual Fund Distributors.

Right to redeem or switch: Redeem or switch your investments at any time, subject to the scheme's own exit load and lock-in terms.

2. Investor obligations

Provide accurate KYC and keep your personal/financial information updated.

Read scheme-related documents (SID, KIM, SAI) before investing.

Review portfolio statements and transaction confirmations regularly.

Report discrepancies or unauthorized transactions promptly.

Keep contact details current for timely communication.

Remember the final investment decision — and responsibility for it — is yours. We provide incidental advice within AMFI's permitted scope, not a directive.

3. Grievance redressal mechanism

Investors may raise a complaint through this escalation matrix:

Level	Contact / Role	Channel	When to escalate
Level 1	General support	Email: contact@nextgenfamilyoffice.in / WhatsApp: +91 93026 26152	At first instance
Level 2	Compliance Officer (Jyoti Saluja)	Email: contact@nextgenfamilyoffice.in / WhatsApp: +91 93026 26152	If not acknowledged in 3 working days, or unresolved in 21 working days
Level 3	SEBI SCORES / ODR Portal	scores.sebi.gov.in / smartodr.in	If not satisfied with our response

Full details, timelines, and what to include in your complaint: see Investor Grievance Redressal.

4. Compliance commitment

CompoundIn is committed to adhering to the AMFI Code of Conduct for Mutual Fund Distributors and applicable AMFI, SEBI, and IFSCA guidelines governing our mutual fund, SIF, and GIFT City distribution activities.

5. Disclaimer

This Investor Charter is published for investor awareness and distributor compliance. It does not constitute investment advice. Mutual Fund investments are subject to market risks — please read all scheme-related documents carefully before investing. See our full Disclaimer for more.