Investor Charter
Vision, services, rights, responsibilities, and grievance redressal commitments for investors.
1. Vision
To provide transparent, cost-efficient, and calm long-term wealth creation avenues for Indian retail households through disciplined systematic investing.
2. Services provided to investors
Execution-only distribution of direct mutual fund plans; delivery and intraday equity order routing; UPI AutoPay SIP mandate management; comprehensive P&L tax statements; and one-minute educational Rootnotes.
3. Rights of investors
Right to receive clear terms of brokerage upfront with zero hidden charges.
Right to receive trade confirmation SMS/email notices within 24 hours of execution.
Right to hold shares directly in your own demat account and mutual fund units with respective AMCs.
Right to timely grievance resolution through a clearly defined escalation hierarchy.
4. Responsibilities of investors
Ensure bank accounts and PAN details are accurate and held in your own name.
Never share PINs, OTPs, or confidential credentials with anyone claiming to represent Seedvest.
Verify order prices, quantities, and mandate terms before authorizing UPI AutoPay deductions.
5. Grievance redressal timelines
Acknowledgement of customer complaints: Within 1 working day.
Investigation and initial response: Within 7 working days.
Complete resolution: Maximum of 21 calendar days per standard regulatory guidance.