In terms of SEBI Circular No. SEBI/HO/IMD/IMD-I/DOF5/P/CIR/2021/624 dated September 13, 2021
Vision: To be the most trusted wealth management partner for HNI families, business owners, and NRI investors across India — helping them build, protect, and transfer wealth with clarity, discipline, and purpose.
Mission: To empower investors with unbiased, goal-based financial guidance and ensure their investments are directed towards SEBI-regulated, suitable, and transparent financial products.
Finatrium India Pvt. Ltd. (ARN-226762) is an AMFI-registered Mutual Fund Distributor. We facilitate the distribution of mutual fund schemes offered by SEBI-registered Asset Management Companies (AMCs) in India.
✔ Assistance in identifying suitable mutual fund schemes based on investor goals and risk profile
✔ Facilitating KYC completion and account onboarding
✔ Processing purchase, redemption, switch, SIP, STP, and SWP transactions
✔ Providing portfolio statements and performance reports
✔ Investor education and awareness
1. Right to receive a copy of the Key Information Memorandum (KIM) and Scheme Information Document (SID).
2. Right to receive account statements within prescribed timelines.
3. Right to receive dividend/redemption proceeds within prescribed timelines.
4. Right to receive information about commissions paid to the distributor.
5. Right to choose between Regular Plan and Direct Plan.
6. Right to lodge grievances with the AMC, AMFI, or SEBI SCORES portal.
7. Right to nominate a beneficiary for mutual fund investments.
8. Right to opt out of receiving communications from the distributor.
✔ Always read the Scheme Information Document (SID) and Key Information Memorandum (KIM) before investing.
✔ Ensure your KYC is completed and up to date.
✔ Invest only from your own verified bank account.
✔ Keep your contact information updated with the AMC/RTA.
✔ Review your portfolio at least once a year.
✔ Ask your distributor about the commission structure before investing.
✔ Understand your risk profile before selecting a fund.
✔ Register your nominee for your mutual fund folios.
✘ Do not invest based on rumours, tips, or unverified information.
✘ Do not share your login credentials, OTPs, or personal details with anyone.
✘ Do not make investment decisions based solely on past returns.
✘ Do not invest borrowed money in equity mutual funds.
✘ Do not ignore the risk factors mentioned in scheme documents.
✘ Do not sign blank forms or authorise transactions you have not reviewed.
| Level | Contact | Details |
| Level 1 | Finatrium | John De Britto | johnbritto@finatrium.in | +91 9884274347 | Resolution within 30 days |
| Level 2 | AMFI | investor@amfiindia.com | www.amfiindia.com |
| Level 3 | SEBI SCORES | www.scores.gov.in | Toll Free: 1800 266 7575 |
| Level 4 | SEBI ODR | https://smartodr.in |
- SEBI (Mutual Funds) Regulations, 1996
- AMFI Code of Conduct for Intermediaries
- SEBI Circular SEBI/HO/IMD/IMD-I/DOF5/P/CIR/2021/624 dated September 13, 2021
- Prevention of Money Laundering Act (PMLA), 2002
Last Updated: April 2025 | Finatrium India Pvt. Ltd. | ARN-226762 | CIN: U67100TZ2022PTC037935
Registered Office: No. 5/39, Sriram Nagar, Udumalpet, Tamil Nadu – 642126
