Important Information, Stated Plainly.
Investor Charter, grievance redressal, privacy and terms — presented in plain language for investors.
Investor Charter
Services we provide
Guidance on selecting mutual fund schemes and PMS/AIF/SIF strategies aligned to your goals, assistance with transactions, and ongoing portfolio review.
Your rights
To receive full disclosure of how we're compensated, to receive suitable recommendations based on your stated goals and risk profile, and to a timely response to any grievance.
What we expect from you
Accurate KYC and financial information, and timely notice of any material change to your circumstances that could affect suitability of a recommendation.
What we don't do
We are not a SEBI-Registered Investment Adviser. We do not charge advisory fees, and we do not guarantee returns on any product.
Grievance redressal
Write to us directly
saaivista@gmail.com or +91 90117 55666. Most concerns are resolved at this stage.
Escalate, if unresolved
Grievance Redressal Officer: Ananya Iyer — +91 80550 03500, or via saaivista@gmail.com.
SEBI SCORES
If still unresolved, complaints can be filed with SEBI's SCORES platform (scores.sebi.gov.in).
AMFI & SMART ODR
For mutual fund distribution matters, the AMFI investor grievance process applies. For unresolved securities market disputes, the SEBI-recognised SMART ODR (Online Dispute Resolution) platform is also available.
Exact escalation timelines and portal links will be confirmed against the current SEBI/AMFI circulars in force at the time of publishing.
Privacy policy
We collect the information you provide directly — name, contact details, and financial information relevant to KYC and suitability — and use it solely to service your account and comply with regulatory requirements. We do not sell client data to third parties. Information is shared only with AMCs, custodians and regulators as required to execute and report on your investments.
Terms & disclosures
SAAIVISTA Investment Services Pvt. Ltd. (ARN-341345, CIN U66190MH2025PTC451535) is registered with AMFI as a Mutual Fund Distributor and SIF Distributor, and is empanelled to distribute select PMS and AIF strategies. We are not a SEBI-Registered Investment Adviser and do not provide investment advisory services for a fee. We earn distribution commission from AMCs and fund houses, disclosed to clients before investment. Mutual Fund investments are subject to market risk — please read all scheme-related documents carefully before investing.