Investor Charter

🎯 Vision & Mission

Vision: To be India's most trusted and technology-advanced Registrar and Share Transfer Agent, empowering investors with transparent, accurate, and timely services.

Mission: To deliver seamless, digitally-enabled investor services with the highest standards of accuracy, security, and regulatory compliance, ensuring every investor's rights are protected.

✅ Rights of Investors

• Right to receive accurate allotment of securities in public issues within stipulated timelines
• Right to receive correct dividend / interest payments through electronic mode directly to bank account
• Right to timely processing of all KYC and service requests (PAN, nomination, address, bank details, signature)
• Right to receive share certificates / demat credits within prescribed regulatory timelines
• Right to lodge grievances and receive acknowledgement and resolution within 30 days
• Right to approach SEBI SCORES if grievance remains unresolved after 30 days
• Right to access services through multiple modes: in-person, hard copy, and electronic (e-sign)
• Right to receive intimation of all corporate actions including dividends, AGM notices, rights, and bonus

📋 Responsibilities of Investors

• Maintain and update KYC details including PAN, bank account, nomination, and contact information
• Link PAN with Aadhaar as mandated by CBDT / SEBI to prevent folio freezing
• Submit complete and accurate documents for all service requests using prescribed SEBI forms
• Promptly report loss of share certificates or unauthorized transactions to Capifide
• Keep demat account active and update bank mandate through Depository Participant
• Submit fresh Form 15G / 15H / 10F each financial year for TDS exemption on dividends

⏱️ Service Timelines (Capifide Commitments)

📞 Grievance Redressal

Compliance Officer: Anupriya Dubey | compliance@capifide.com | +91 9111110109

SEBI SCORES: scores.sebi.gov.in | SEBI Helpline: 1800 22 7575

Smart ODR: smartodr.in/login