SEBI Disclosures

Distributor Registration

• Entity Name: MF Bharat Inc.
• AMFI Registration Number (ARN): ARN-123456
• ARN Valid Until: December 31, 2026
• EUIN: E-123456
• Registered Office: Level 12, One BKC, Bandra Kurla Complex, Mumbai 400051
• CIN: U65999MH2023PTC123456

Nature of Services

MF Bharat acts solely as a Mutual Fund Distributor and does not provide investment advisory services. All fund information is for general informational purposes. Investors should consult their financial advisor before making investment decisions.

Commission Disclosure

As a distributor, MF Bharat receives trail commissions from Asset Management Companies (AMCs) for distributing their mutual fund schemes. These commissions are embedded in the Total Expense Ratio (TER) of the respective schemes and are disclosed in the Scheme Information Documents (SID).

Investors may consider investing in Direct Plans of mutual funds which carry a lower expense ratio compared to Regular Plans distributed through intermediaries like MF Bharat.

Risk Disclosures

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

• The NAV of schemes may go up or down depending on the factors and forces affecting securities markets
• Past performance of the sponsor, AMC, or any scheme does not indicate future performance
• Returns from mutual fund investments are not guaranteed or assured
• Equity-oriented schemes are subject to high market volatility and risk
• Debt schemes are subject to credit risk, interest rate risk, and liquidity risk
• ELSS schemes have a statutory lock-in period of 3 years from the date of each SIP instalment

Investor Grievance Redressal

In case of grievances, investors may contact us at:

• Email: grievance@mfbharat.in
• Compliance Officer: compliance@mfbharat.in
• Phone: 1800-XXX-XXXX (Toll-free, Mon–Sat, 9 AM–7 PM IST)

If your grievance is not resolved satisfactorily within 30 days, you may escalate to:

• AMFI: helpdesk@amfiindia.com | www.amfiindia.com
• SEBI SCORES Portal: scores.gov.in | 1800-266-7575

Anti-Money Laundering Policy

MF Bharat follows a strict AML policy as per the Prevention of Money Laundering Act (PMLA) 2002 and guidelines issued by SEBI and FIU-IND. All transactions are monitored and reported as required by law.

Applicable Regulations

• SEBI (Mutual Funds) Regulations, 1996
• AMFI Best Practices Guidelines Circular
• SEBI Circular on Risk-o-Meter for Mutual Fund Schemes
• SEBI Guidelines on KYC Requirements for Investors
• Prevention of Money Laundering Act (PMLA), 2002

Disclaimer

The information on this platform is for general informational purposes only and does not constitute investment, tax, or legal advice. MF Bharat is not a registered investment advisor. Investors are advised to consult their financial and tax advisors before making investment decisions.