Investor Charter
A. Vision and Mission for Investors
Vision: Invest with knowledge and safety.
Mission: Every investor should be able to:
• Understand the benefits and risks of investing.
• Make informed investment decisions.
• Access transparent and fair financial products.
• Achieve financial goals through disciplined investing.
B. About Us
Amica Investment Advisers Private Limited ("Amica") is:
• AMFI Registered Mutual Fund Distributor (ARN: 352049)
• AMFI Registered Category-1 Execution Only Platform (EOP)
• SEBI Registered Investment Adviser (Registration No. INA000015507)
Through the Jupiter platform, investors can access mutual fund investment services and related investment solutions.
C. Services Available to Investors
The platform provides the following services:
• Mutual Fund investment facilitation.
• Direct and Regular Mutual Fund investment options (where applicable).
• SIP creation, modification and cancellation.
• Portfolio tracking and reporting.
• Investment goal-based journeys and investment tools.
• Risk profiling and suitability assessment (where advisory services are provided).
• Investor education and product information.
• Customer support and grievance redressal.
D. Rights of Investors
Investors have the right to:
• Fair and equitable treatment.
• Transparent disclosure of fees, charges and commissions.
• Access information relating to products and services offered.
• Privacy and protection of personal information.
• Receive services through authorised and regulated channels.
• Raise complaints and receive time-bound resolution.
• Escalate unresolved complaints through SEBI-prescribed mechanisms.
E. Responsibilities of Investors
Investors are responsible for:
• Providing accurate and updated information.
• Completing KYC requirements.
• Reading all scheme-related documents before investing.
• Understanding product risks before investing.
• Updating contact details, bank details and nominee information when required.
• Monitoring investments periodically.
• Reporting any suspicious activity immediately.
F. Do's and Don'ts for Investors
Do's
• Deal only with SEBI-registered and AMFI-registered entities.
• Verify registration details on SEBI and AMFI websites.
• Read Scheme Information Documents (SID), Key Information Memorandum (KIM), and other offer documents carefully.
• Understand investment objectives, risks and costs before investing.
• Maintain updated KYC details.
• Keep records of all investment transactions.
• Use only official communication channels.
• Report grievances promptly through official channels.
Don'ts
• Do not invest solely based on promises of guaranteed returns.
• Do not share OTPs, passwords, PINs or login credentials with anyone.
• Do not transfer money to personal bank accounts of employees or representatives.
• Do not rely on unverified tips or social media recommendations.
• Do not sign blank forms or documents.
• Do not ignore risk disclosures.
• Do not disclose confidential banking or investment information to unauthorised persons.
G. Grievance Redressal Mechanism
Level 1 – Contact Us
Investors may reach out through:
Email: compliance_mf_eop@jupiter.money
Phone: 022-68619000
We endeavour to resolve complaints within the timelines prescribed under applicable regulations.
Level 2 – SEBI SCORES
If the investor is not satisfied with the resolution, a complaint may be lodged on:
SEBI Complaints Redress System (SCORES)
Level 3 – Online Dispute Resolution (ODR)
If the dispute remains unresolved, investors may seek resolution through SEBI's Online Dispute Resolution platform (SMART ODR) in accordance with applicable regulations.
H. Investor Awareness
Investors are encouraged to:
• Assess risk appetite before investing.
• Diversify investments appropriately.
• Review portfolio performance periodically.
• Stay informed through official regulatory and product disclosures.
• Seek professional advice whenever necessary.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing.
I. Entity Details
Amica Investment Advisers Private Limited
CIN: U65929MH2019PTC335288
SEBI Registered Investment Adviser: INA000015507
AMFI Registered Category-1 Execution Only Platform: CAT-1 EOP-0005
AMFI ARN: 352049
Registered Office
32, Viraj, Plot No. 124
Above HDFC Bank
SV Road, Khar (West)
Mumbai – 400052
Phone: 022-68619000
Jurisdictional SEBI Office
Securities and Exchange Board of India (SEBI)
SEBI Bhavan
Plot No. C4-A, G Block
Bandra Kurla Complex
Bandra (East)
Mumbai – 400051
