Sun Pacific Capital

Right to receive complete and accurate information about any Mutual Fund scheme before investing.
Right to know all costs, commissions, and fees (including trail commission received from AMCs).
Right to a documented risk profile assessment before any scheme recommendation.
Right to receive written unsuitability communication if a product is outside your risk ceiling.
Right to transparent and timely grievance redressal within 15 working days.
Right to access, correct, and request deletion of personal data under DPDPA 2023.
Right to invest in Direct Plans directly with AMCs at a lower expense ratio.
Right to switch between Regular and Direct Plans subject to AMC rules.
Right to escalate unresolved complaints to SEBI SCORES and SMART ODR.
Right to receive periodic portfolio statements and Consolidated Account Statement (CAS).

Provide accurate and complete KYC and personal information.
Complete risk profiling before investing and update it on life events or at least annually.
Read Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM) before investing.
Inform us of any changes in personal details, bank accounts, or nominees.
Review portfolio statements and Consolidated Account Statements (CAS) regularly.
Do not share login credentials, OTPs, or passwords with anyone — including our staff.
Comply with FATCA / CRS self-certification requirements.
Report suspicious communications such as phishing or impersonation attempts immediately.

Sun Pacific Capital commits to:

Act in the investor's best interest as per the AMFI Code of Conduct.
Conduct proper risk profiling before any scheme recommendation.
Disclose all commissions transparently.
Do not guarantee or promise any specific returns.
Resolve grievances within 15 working days and maintain the complaints register.
Maintain investor records as per applicable regulatory requirements.
Comply with all SEBI and AMFI guidelines, including the Master Circular for Mutual Fund Distributors.

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Sun Pacific Capital App

Right to receive complete and accurate information about any Mutual Fund scheme before investing.
Right to know all costs, commissions, and fees (including trail commission received from AMCs).
Right to a documented risk profile assessment before any scheme recommendation.
Right to receive written unsuitability communication if a product is outside your risk ceiling.
Right to transparent and timely grievance redressal within 15 working days.
Right to access, correct, and request deletion of personal data under DPDPA 2023.
Right to invest in Direct Plans directly with AMCs at a lower expense ratio.
Right to switch between Regular and Direct Plans subject to AMC rules.
Right to escalate unresolved complaints to SEBI SCORES and SMART ODR.
Right to receive periodic portfolio statements and Consolidated Account Statement (CAS).

Provide accurate and complete KYC and personal information.
Complete risk profiling before investing and update it on life events or at least annually.
Read Scheme Information Document (SID), Statement of Additional Information (SAI), and Key Information Memorandum (KIM) before investing.
Inform us of any changes in personal details, bank accounts, or nominees.
Review portfolio statements and Consolidated Account Statements (CAS) regularly.
Do not share login credentials, OTPs, or passwords with anyone — including our staff.
Comply with FATCA / CRS self-certification requirements.
Report suspicious communications such as phishing or impersonation attempts immediately.

Sun Pacific Capital commits to:

Act in the investor's best interest as per the AMFI Code of Conduct.
Conduct proper risk profiling before any scheme recommendation.
Disclose all commissions transparently.
Do not guarantee or promise any specific returns.
Resolve grievances within 15 working days and maintain the complaints register.
Maintain investor records as per applicable regulatory requirements.
Comply with all SEBI and AMFI guidelines, including the Master Circular for Mutual Fund Distributors.

Feedback

Scan to Download

Sun Pacific Capital App