Refunds and Cancellation

**Refund and Cancellation Policy for AM Investment Advisors and Associates**
At AM Investment Advisors and Associates, we strive to provide exceptional service and support to our valued clients seeking investment opportunities in Systematic Investment Plans (SIP) or Mutual Funds etc. However, we understand that circumstances may arise where a refund or cancellation is necessary. This policy outlines the procedures and guidelines for refunds and cancellations:
**1. Refund Eligibility:**
– Refunds will only be considered for investments in SIP or Mutual Funds that have not been executed or processed by the respective fund house or asset management company.
– Eligibility for a refund will be determined on a case-by-case basis, and the decision will be at the sole discretion of [AM Investment Advisors and Associates].
**2. Refund Request:**
– Clients must submit a written refund request to [AM Investment Advisors and Associates] via email or through a formal letter clearly stating the reason for the refund and providing relevant details such as the investment amount, transaction date, and client’s contact information.
– The refund request must be made within [number of days, e.g., 7 days] from the date of initiating the investment.
**3. Cancellation Policy:**
– [AM Investment Advisors and Associates] does not generally permit cancellations of investment orders once they have been processed with the respective fund house or asset management company.
– However, in exceptional circumstances, such as technical errors, erroneous transactions, or regulatory requirements, [AM Investment Advisors and Associates] may consider cancellation requests. The final decision lies with the firm.
**4. Processing Time for Refunds:**
– Upon receiving a valid refund request, [AM Investment Advisors and Associates] will review the request and respond to the client within [number of days, e.g., 10 days] regarding the approval or denial of the refund.
– Approved refunds will be processed as soon as possible, and the funds will be credited back to the original payment method provided by the client during the investment initiation process.
**5. Non-Refundable Situations:**
– [AM Investment Advisors and Associates] shall not be liable to refund investments in SIP or Mutual Funds that have already been executed by the respective fund house or asset management company.
– The investment performance of SIP or Mutual Funds is subject to market fluctuations, and any losses incurred due to market dynamics are not eligible for a refund.
**6. Refund and Cancellation Fee:**
– [AM Investment Advisors and Associates] does not charge any specific fee for processing refunds or cancellations. However, third-party charges or transaction fees imposed by the fund house or asset management company may apply.
**7. Contact Information:**
– Clients can reach out to [AM Investment Advisors and Associates] for refund requests or cancellation inquiries through the following channels:
  – Email: []
  – Phone: [0120 454 1582]
  – Address: [D33 Ground Floor Sector 2 Noida 201301]
Please note that this Refund and Cancellation Policy is subject to change at the discretion of [AM Investment Advisors and Associates], and any updates will be communicated to clients through appropriate means. Clients are advised to review this policy periodically to stay informed about any modifications.
Last updated: [21/07/2023]
By proceeding with investment through [AM Investment Advisors and Associates], clients acknowledge and agree to the terms and conditions outlined in this Refund and Cancellation Policy.

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BOX Personal Financial Advisors / Pebble Silk Private wealth management is a brand of AM investment Advisors & Associates. AM investment Advisors & Associates is a AMFI-registered Mutual Fund Distributor (ARN-176173 ) AM investment Advisors & Associates is a SEBI Registered Investment Advisers (Registration No INA100004871) (Type of Registration- Non-Individual , Validity of Registration- Perpetual) Address: D-33, Sector 2, Noida UP 201301, Name of the principal officer: Arun Kumar Contact No:+91 9999 769 528 Email: Local Office of SEBI - 3rd Floor, Eldeco Corporate Chambers-II, Vibhuti Khand, Gomti Nagar, Lucknow - 226 010.

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