Step 1 — Write to us
Email info@credibleinvestments.in or call +91 98113 12001 with your folio number and what went wrong. We acknowledge within 2 working days and aim to resolve within 15 working days.
Home / Investor Corner
Everything you may need to look up
Regulators, scheme documents, KYC and registrar portals, AMC websites, tax and grievance routes — collected in one place. All external links open on third-party websites we do not control.
Regulators & industry bodies
SEBI ↗SEBI Investor Website ↗AMFI India ↗AMFI Investor Corner ↗Reserve Bank of India ↗NISM ↗NCFE — Financial Education ↗IRDAI ↗PFRDA ↗
Scheme documents, rules & risk
SID / SAI / KIM filings ↗SEBI Circulars — Mutual Funds ↗AMFI — Risks in Mutual Funds ↗AMFI Distributor Corner ↗Scheme categorisation ↗AMFI NAV history ↗AMFI monthly industry data ↗SEBI Master Circulars ↗
KYC, registrars & depositories
CVL KRA — check KYC status ↗NDML KRA ↗CAMS KRA ↗KFin KRA ↗DOTEX KRA ↗CAMS ↗KFin Technologies ↗MF Central ↗MF Utility ↗CDSL ↗NSDL ↗CKYC — Central KYC Registry ↗
Grievance, disputes & protection
SEBI SCORES — file a complaint ↗SMART ODR — online dispute resolution ↗AMFI complaint registration ↗Verify a SEBI intermediary ↗Verify an ARN holder ↗Report financial cybercrime ↗Unclaimed amounts ↗RBI UDGAM — unclaimed deposits ↗
Tax & identity
Income Tax e-Filing ↗Link PAN with Aadhaar ↗Protean (NSDL) — PAN services ↗UTIITSL — PAN services ↗UIDAI — Aadhaar ↗TRACES — Form 26AS / TDS ↗Income Tax Department ↗
Retirement & other savings
EPFO ↗NPS Trust ↗e-NPS ↗RBI Retail Direct — G-Secs ↗India Post — small savings ↗National Savings Institute ↗
Asset Management Company websites
SBI Mutual Fund ↗HDFC Mutual Fund ↗ICICI Prudential Mutual Fund ↗Nippon India Mutual Fund ↗Aditya Birla Sun Life Mutual Fund ↗Kotak Mahindra Mutual Fund ↗Axis Mutual Fund ↗UTI Mutual Fund ↗DSP Mutual Fund ↗Mirae Asset Mutual Fund ↗Franklin Templeton Mutual Fund ↗Tata Mutual Fund ↗Canara Robeco Mutual Fund ↗Edelweiss Mutual Fund ↗Invesco Mutual Fund ↗HSBC Mutual Fund ↗Bandhan Mutual Fund ↗Parag Parikh Mutual Fund ↗Quant Mutual Fund ↗Motilal Oswal Mutual Fund ↗Sundaram Mutual Fund ↗LIC Mutual Fund ↗Baroda BNP Paribas Mutual Fund ↗Mahindra Manulife Mutual Fund ↗JM Financial Mutual Fund ↗PGIM India Mutual Fund ↗WhiteOak Capital Mutual Fund ↗Union Mutual Fund ↗ITI Mutual Fund ↗Bajaj Finserv Mutual Fund ↗NJ Mutual Fund ↗Trust Mutual Fund ↗Samco Mutual Fund ↗Shriram Mutual Fund ↗Zerodha Mutual Fund ↗Helios Mutual Fund ↗360 ONE Mutual Fund ↗Navi Mutual Fund ↗Quantum Mutual Fund ↗Taurus Mutual Fund ↗
About these links: they are provided for your convenience only. We do not control, endorse or take responsibility for the content, accuracy, availability or security of any third-party website. Please verify URLs before entering personal details anywhere, and reach the sites through your own search where you can.
Getting started
KYC and onboarding
KYC is a one-time process across the whole mutual fund industry. Once you are KYC-compliant with any fund house or KRA you do not need to repeat it for a new scheme — though a change of address, name, mobile number or email does need a modification request.
Most investors can complete it online in a single sitting. We will send you the right link for your case and stay on the call if anything stalls.
What you will need to hand
- PAN card, linked with Aadhaar
- Aadhaar or another accepted proof of address
- A cancelled cheque or bank statement in your own name
- A recent photograph and your signature
- Mobile number and email registered in your own name
- For NRIs — passport, visa, overseas address proof and FATCA/CRS declaration
Never share your PAN, bank details, OTP or folio credentials with anyone claiming to represent us on an unverified number. We will never ask for an OTP.
If something goes wrong
Grievance redressal
Complaints are handled in escalating steps. You are free to go directly to any level at any time.
Step 2 — The AMC
Every Asset Management Company has a designated Investor Relations Officer whose details appear in the scheme documents and on the AMC website. Complaints about a scheme, a transaction or a payout belong here.
Step 3 — SEBI SCORES
If you remain unsatisfied, lodge a complaint on SEBI SCORES ↗, or take the matter to the SMART ODR ↗ online dispute resolution portal.
Beware of impersonation. We never ask for OTPs, passwords or transfers to personal accounts. All mutual fund investments are paid directly to the AMC's collection account — never to a distributor's account. If anyone asks you to transfer money to us personally, it is not us.
Begin the conversation
Start your investment journey
Tell us the goal — a home, your child's education, a calm retirement — and we'll walk you through the options, the risks and the paperwork.