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Last Updated: 7th Aug 2024

PURPOSE & SCOPE

The purpose of this policy is to layout procedures and timelines of any refunds for the investment transactions made on the Platform using various payment options and is applicable to all investment transactions done on the Platform.

CANCELLATION & MODIFICATIONS POLICY

A transaction for investments in Mutual Funds, PMS, AIF, India Stocks and other products is deemed to be complete once the payment is successfully deducted. You cannot cancel such a completed transaction.

Any transaction for SIP can be modified at any time after setting up an SIP but before the next SIP date. You can change the amount and frequency of the SIP and also pause the SIP for certain period and then resume it.

REFUND POLICY

A transaction can be rejected on the Platform due to reasons, including but not limited to, connectivity issues, technical errors, unresponsive servers, incomplete KYC or such other issues attributable to Equirus Wealth or third party partners like Banks, AMCs, RTAs etc.

In the event a transaction is rejected on the Platform, We shall process the refund within 10 to 12 days after initiation as per the timelines provided by the partnered third party.

The refund will processed to your own bank account from where the money has originally been deducted.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns. Please consider your investment requirements and risk before choosing a fund, basket or designing a portfolio that suits your needs.​ Loan against securities are provided by 3rd party NBFCs which are registered with RBI, Swift Money acts as a technology layer easing and supporting the flow

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