Disclosures & Compliance

Who we are

ChartMyFunds is operated by an AMFI-registered Mutual Fund Distributor (ARN 185676), working on the Centracity platform. We help clients — primarily mariners and their families — select mutual fund schemes suited to their goals and risk profile.

What we do — and what we don’t

As a Mutual Fund Distributor, we are permitted to offer incidental advice — helping you choose among mutual fund schemes based on your stated goals and risk profile. We are not a SEBI-registered Investment Adviser, and nothing on this website constitutes:

• Investment advice
• Financial planning
• A personalised recommendation of any kind, unless made directly to you after a risk-profiling conversation

Content published here — including blog posts, guides, and glossary entries — is general and educational in nature. It does not account for your individual circumstances, and should not be acted on without a direct conversation with us or another qualified professional.

Risk profiling

Before recommending any mutual fund scheme, we carry out a risk-profiling assessment to understand your goals, time horizon, and risk appetite. Recommendations are made only within the universe of mutual fund schemes, and only after this assessment.

No guaranteed returns

We do not, and will not, promise or guarantee returns on any investment. Past performance of any scheme is not indicative of future results. All mutual fund investments are subject to market risk.

Fund houses & third-party platforms

We are not affiliated with, and do not represent, any specific Asset Management Company (AMC) beyond our role as a distributor of their schemes. Any AMC or fund house names mentioned on this website are used for informational purposes only, and their use does not imply endorsement by, or partnership with, that AMC. We work on the Centracity platform for transaction and portfolio servicing — this section will be updated with Centracity’s specific disclosure requirements once confirmed.

Grievance redressal

If you have a concern about any service provided through ChartMyFunds, please reach out via our Contact page and we will respond directly.