Investor Charter.

Vision

To be a trusted, research-led distributor of investment products, helping affluent families make informed decisions across mutual funds, PMS, AIFs, and other regulated instruments.

Mission

To provide transparent, well-researched access to investment products from an open-architecture shelf — without conflicts of interest, without product-pushing, and with full disclosure of how Accrue is compensated.

Rights of investors

As an investor working with Accrue, you have the right to:

• Receive complete and accurate information about the products being distributed, including risks, costs, and suitability considerations.
• Know how Accrue earns its compensation — distribution commissions paid by product manufacturers, not fees charged to you.
• Access your portfolio information, transaction records, and account statements at any time.
• Lodge a complaint and receive a timely response through a clearly defined escalation process.
• Receive fair, honest, and transparent service without mis-selling or pressure to invest in unsuitable products.
• Switch, redeem, or exit your investments subject to the terms of the respective product and applicable regulations.

Obligations of investors

For a productive relationship, we ask that you:

• Provide accurate personal, financial, and KYC information as required under applicable regulations.
• Read and understand the scheme-related documents, key information memoranda, and risk disclosures before investing.
• Inform Accrue promptly of any change in your contact details, bank account, nomination, or KYC status.
• Make investment decisions based on your own assessment of risk and suitability, using the information provided.
• Do not share your login credentials, OTPs, or account access with anyone, including Accrue team members.

Service standards

Accrue commits to the following service standards:

Do’s for investors

• Verify that Accrue is registered with AMFI (ARN 162637) before transacting.
• Read all scheme-related documents carefully before investing.
• Assess your risk appetite and investment horizon before selecting products.
• Keep records of all investment transactions and communications.
• Report any suspicious activity or unsolicited investment advice to SEBI.
• Use the grievance redressal mechanism if you have a complaint — start with Accrue, then escalate to SEBI SCORES if unresolved.

Don’ts for investors

• Do not invest based on unsolicited tips, guaranteed return promises, or pressure from any source.
• Do not share your passwords, PINs, OTPs, or login credentials with anyone.
• Do not make payments to personal accounts of any individual — all payments should go through official channels only.
• Do not fall for fraudulent schemes offering assured or fixed returns — mutual fund investments are subject to market risks.
• Do not ignore communications from Accrue, AMCs, or regulators regarding your investments.

Grievance redressal

If you have a concern about any product distributed by Accrue, the process of distribution, or the service you received:

SEBI toll-free helpline: 1800 266 7575