Investor Do’s and Dont's

DO's

MF & SIF

Read SID/SAI/KIM before investing.
Complete KYC and risk profiling.
Invest based on your financial goals, risk appetite, and investment horizon.
Review your portfolio annually.
Check your Consolidated Account Statement (CAS) regularly.
Understand SIF derivatives and leverage-related risks.

General

Report any suspicious communication immediately.
Ask questions if you have any doubt regarding product risks or fees.

Dont's

Do NOT invest without understanding your risk profile.
Do NOT share your OTP, password, or login credentials with anyone.
Do NOT expect guaranteed returns from any investment.
Do NOT invest beyond your approved risk profile or risk ceiling.
Do NOT ignore any unsuitability communication received.
Do NOT make investment decisions solely based on past performance.
Do NOT fall for schemes promising unrealistic or guaranteed returns.

Investor Charter — Our Commitment

Act in your best interest in accordance with the AMFI Code of Conduct.
Conduct proper risk profiling before making any recommendation.
Disclose all commissions and distribution-related compensation transparently.
Do not guarantee or promise any specific returns.
Resolve investor grievances within 15 working days.

Quick Contact

Next Portfolio

271A/14, Balbir Nagar Extension,

Swami Dayanand Marg,Shahadara, Delhi - 110032

+91-9810363061
services@nextportfolioindia.com

DIY Tools

SIP Calculator
Goal Calculator
Education Calculator
Retirement Calculator
Tax Reckoner

Downloads

MF Forms

KYC / FATCA Forms

Pay Insurance Premium Online

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN - 44318 (EUIN-E025660) | Date of initial Registration of ARN: 12/09/2006 | Current validity: 25/04/2028
AMFI Registered SIF Distributor | ARN - 44318 | Date of initial Registration: 11/06/2026 | Current validity: 03/06/2029
Grievance officer: Akshay Tiwari, 9810363061, akshaytiwari@nextportfolioindia.com

Home | Contact Us | Disclaimer | Commission Disclosure | Privacy Policy | Terms & Conditions | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors | Investor Do’s and Dont's | Principal Entity Disclosure

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns.