Investor Charter

01. Vision

To help investors make informed decisions about Alternative Investment Funds through transparent, accurate and timely information, and to treat every investor fairly.

02. Mission

Our mission guides how we serve and protect investors engaging with Alternative Investment Funds:

• Give investors clear, complete information on AIF strategies, risks, fees and terms before they commit capital
• Handle investor data with care and confidentiality
• Resolve queries and grievances promptly, within stated timelines
• Follow all applicable SEBI regulations, circulars and guidelines
• Facilitate direct interaction with the fund management to enable informed decision making for investors.

03. Who We Are and What We Do

AIF Platform is an information and distribution platform for SEBI-registered Alternative Investment Funds.

04. Services We Provide to Investors

We offer comprehensive assistance across the entire investment lifecycle:

• Information on AIF categories (Category I, II and III), strategies and fund managers
• Access to offer documents, including the Private Placement Memorandum (PPM), as provided by the AIF Manager
• Onboarding and KYC support
• Updates on capital calls, distributions and fund reporting.
• Query handling and grievance redressal
• Arrange Investor sessions to enable informed decision making

05. Rights of Investors

Every investor interacting with or investing through the platform is entitled to:

• Receive complete and accurate information about a fund, its fees and its risks before investing
• Be treated fairly, without misleading claims or assured-return promises
• Have personal and financial data kept confidential
• Receive prompt acknowledgement and resolution of queries and complaints
• Approach SEBI SCORES and the SEBI ODR portal if a grievance is not resolved satisfactorily
• Exit or redeem as per the terms in the fund's PPM

06. Responsibilities of Investors

To ensure a secure and compliant investment journey, investors are expected to:

• Read the PPM, subscription agreement and all risk disclosures carefully before investing
• Confirm that you meet the eligibility criteria, including the minimum investment amount
• Verify that the AIF and its manager are registered with SEBI
• Provide accurate KYC details and keep them updated
• Do not share OTPs or passwords, and report suspicious activity immediately
• Invest only in line with your own risk capacity, and seek independent advice where needed

07. Grievance Redressal

We are committed to prompt resolution of all investor complaints and queries through structured escalation channels:

08. Risk Disclosure