Skip to main contentPolicy Document · Last Updated May 1, 2026
Investor Charter
For Mutual Fund Distributor
Issued by: Networth Tracker Solutions Pvt Ltd
AMFI ARN · 333340Valid till 06-Jul-2028
A. Vision & Mission
Vision
To promote financial inclusion and help investors achieve financial goals through mutual funds.
Mission
To implement best practices of sales, service and investor protection in mutual fund distribution.
B. Details of Business Transacted
- Distribution of Mutual Fund schemes of various AMCs.
- Facilitating investments in Mutual Funds via Lumpsum, SIP, STP, SWP.
- Assisting investors in KYC, Nomination, Transmission.
- Providing information on NAV, portfolio, and scheme performance.
C. Services Provided to Investors
- Investor Onboarding: KYC completion, CKYC, FATCA.
- Transaction Support: Purchase, Redemption, Switch, SIP registration.
- Information Service: Scheme documents, factsheet, account statement.
- Grievance Handling: Resolution of transaction / NAV / service issues.
D. Grievance Redressal Mechanism
Level 1 — Distributor
| Name | Mobile | TAT | |
|---|---|---|---|
| Jash Koradia | grievance@pivotmoney.app | +91 9819982121 | 7 working days |
Level 2 — AMFI
Level 4 — Smart ODR
Portal: smartodr.in
E. Rights of Investors
- Right to receive Know Your Distributor details: ARN, EUIN, Commission.
- Right to choose between Direct Plan and Regular Plan.
- Right to receive scheme related documents: SID, KIM, SAI before investing.
- Right to know commission / expenses charged by AMC.
- Right to timely NAV and account statements.
F. Responsibilities of Investors
- Provide correct information for KYC and investment.
- Read SID/KIM to understand scheme risk and features.
- Check account statement and NAV regularly.
- Update contact details, bank account, and nomination.
- Keep EUIN of distributor in transaction slip.
G. Do's & Don'ts
Do's
- Deal only with AMFI registered distributor. Verify ARN on AMFI website.
- Ask for commission details. Distributor must disclose on request.
- Invest based on your risk appetite and goal.
- Check Riskometer before investing.
Don'ts
- Don't invest based on assured returns or rumours.
- Don't sign blank transaction slip.
- Don't handover original documents to distributor.
- Don't pay cash. Use cheque / online transfer only.
H. Specific Disclosure for Pivot Money
Networth Tracker Solutions Private Limited is an AMFI Registered Mutual Fund Distributor with ARN 333340, valid till 06-Jul-2028. We may receive commission from AMCs ranging from 0.05% to 1.50% p.a. of AUM depending on the scheme. Exact commission details available on request.
EUIN Declaration: All client-facing personnel hold a valid EUIN. EUIN will be mentioned in transaction slips.
| Detail | Information |
|---|---|
| Entity | Networth Tracker Solutions Private Limited |
| AMFI ARN | 333340 |
| ARN Validity | 07-Jul-2025 to 06-Jul-2028 |
| Website | pivotmoney.app |
| Registered Office | 1018, Hubtown Solaris, N. S. Phadke Marg, Saiwadi, Andheri-East, Mumbai – 400069 |
