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AMFI Registered Mutual Fund Distributor ARN-26777 | GST 29AFSPD1686A2ZD
VK Finserve — AMFI registered mutual fund distributor
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Investor Charter

What you are entitled to expect from us, what we need from you, and the timelines we work to.

Last updated: 01 September 2026

Our commitment

VK Finserve is an AMFI Registered Mutual Fund Distributor (ARN-26777). This charter sets out the standard of service you can expect, the rights you have as an investor, and the responsibilities that sit with you.

Vision

To ensure that every investor served by us understands what they hold, why they hold it, and how to get to their money — and that their records are complete enough for their family to do the same.

What you can expect from us

  • To be told, in writing, that we are a distributor and not an investment adviser, and how we are paid
  • To have your KYC and application handled accurately and submitted without avoidable delay
  • To receive written confirmation of every transaction placed on your instruction
  • To be given the Scheme Information Document, Key Information Memorandum and the riskometer applicable to any scheme before you invest
  • To have your personal information handled in line with our Privacy Policy
  • To have complaints acknowledged within 2 working days and resolved within 21 working days, or to be told why longer is needed
  • To be told when a matter is outside our control and who the right authority is
  • Never to be asked for a password, an OTP or a PIN, and never to be asked to transfer money to a personal account

Your rights as an investor

  • To receive account statements from the AMC or registrar directly
  • To nominate, and to change a nominee, for every folio you hold
  • To switch to a direct plan at any time, should you wish to stop using a distributor
  • To ask what commission we earn on your folios, and to receive an answer
  • To escalate an unresolved complaint to the AMC, to AMFI, or through SEBI SCORES and SMART ODR

What we need from you

  • Accurate and complete KYC information, kept current when your address, bank or residency status changes
  • Instructions in writing — email or WhatsApp is sufficient — for any transaction
  • Prompt review of the confirmations and statements we send, and a flag if anything looks wrong
  • Nominee details for every folio, and a family member who knows the records exist
  • That you read the scheme documents and ask us anything you do not understand, before investing rather than after

Indicative timelines

ActivityTimeline
Response to a general enquiry1 working day
Acknowledgement of a complaint2 working days
Resolution of a complaint21 working days
Submission of a completed application to the AMCSame or next working day
Consolidated statement on request2 working days
Capital gains statement on request3 working days

Timelines that depend on an AMC, registrar, insurer or broker are outside our control; we will tell you the expected turnaround and follow it up.

Contact

Veerendra Kumar A D  |  +91 95357 59337  |  veerukumar78@gmail.com
No. 4, Cosmopolitan Sports Club Building, B M Road, Sakaleshpur, Hassan, Karnataka 573134