However, it is interesting to note that the convenience of transacting online just at the click of a button has entered the financial services space as well. You can now track your investments yourself, with the various apps and portfolio trackers available, thus allowing a hassle free and safe view of your investments. You can also visit the AMC’s websites to know the current performance of your investments.
Do remember that however you choose to track your investments; it is prudent to review your
portfolio at periodic intervals to ascertain whether it is meeting your financial goals and is in sync with your risk appetite and investment time frame. Also, it is important to keep your bank and personal details or KYC up-to-date with the fund house.
An engaging investor initiative is available from the Association of Mutual Funds in India (AMFI), via the ‘Track your MF Investments using Fund Fact Sheets’ on the AMFI website. You can refer to the links therein, for detailed information across various asset management companies (AMCs).
An investor education initiative.
Visit
www.icicipruamc.com/note to know more about the process to complete a one-time Know Your Customer (KYC) requirement to invest in Mutual Funds. Investors should only deal with registered Mutual Funds, details of which can be verified on the SEBI website
www.sebi.gov.in/intermediaries.html. For any queries, complaints & grievance redressal, investors may reach out to the AMCs and / or Investor Relations Officers. Additionally, investors may also lodge complaints on
https://scores.gov.in if they are unsatisfied with the resolutions given by AMCs. SCORES portal facilitates you to lodge your complaint online with SEBI and subsequently view its status.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
