The objective of this policy is to ensure investor-first, consistent, and auditable recommendations in line with the SEBI Master Circular for Mutual Funds (2026) and AMFI Code of Conduct & Due Diligence Questionnaire (DDQ). Saburi Infin LLP aims to select suitable products, disclose associated risks and costs transparently, and maintain documentary evidence of all recommendations.

This policy applies to all employees and  EUIN holders of Saburi Infin LLP  who:

• Recommend or distribute mutual fund schemes (Equity, Hybrid, Debt, Liquid, ELSS, ETFs, SIF-linked).

• Prepare product notes, portfolio reviews, or model portfolios.

• Compliance-First: Only SEBI-registered AMCs and approved schemes are used for transactions via NSE invest  or AMC/RTA portals with EUIN capture.

• Evidence-Based: Scheme recommendations are supported by peer analysis, rolling performance, and risk-adjusted metrics (Sharpe, Sortino, Alpha).

• Transparency: Trail-only commissions are disclosed; no assured or indicative returns are communicated.

• Suitability: Each recommendation aligns with the investor’s risk profile and goal horizon.

• Documentation: Every recommendation is supported by a written rationale.

Saburi Infin LLP  follows a structured approach to shortlist and recommend mutual funds:

• Eligibility:

  • Only SEBI-registered AMCs and purchase-enabled schemes.

  • Minimum 3-year track record unless justified for new NFOs.

• Screening Parameters:

  • Category consistency and rolling 3-year rank in top quartile.

  • Risk-adjusted returns above category median.

  • Standard deviation ≤ category average + 15%.

  • AUM ≥ ₹500 Cr for open-ended schemes (with documented exceptions).

  • Portfolio quality checks: diversification, credit profile (AA- and above for debt), liquidity.

• Exclusion Criteria: Funds under SEBI/AMFI observation, restricted, or suspended for transactions are automatically excluded.

• Each client’s Risk Profile (Conservative / Moderate / Aggressive) and Goal Horizon (Short <3Y / Medium 3-5Y / Long >5Y) are mapped to suitable categories.

• Products beyond risk tolerance require an Execution-Only Unsuitability Declaration (EO-UD) before execution.

• For hybrid schemes, asset allocation must match the investor’s profile and time horizon.

Investors may raise grievances via:
Email: Ketan@saburiinfin.com
Helpline: +919824011513
Corporate Office: 601, Trinity, Opp Signature complex, Habatpur Road, Thaltej, Ahmedabad -380054
Complaints acknowledged within 2 working days and resolved within 30 calendar days. Escalations may be lodged at SEBI SCORES: www.scores.gov.in​

Saburi Infin LLP  is an AMFI-registered Mutual Fund Distributor (ARN-259382),  and AMFI-registered SIF Distributor (ARN-259382) valid up to 18/12/2028.  We are not SEBI registered investment Advisor EUIN details of our employee  is as under:

Ketan Acharya EUIN 156831 valid up to 04/05/2028

Nihar Acharya  EUIN 202190 valid up to 06/07/2026

Kanisha Acharya EUIN valid up to 19/12/2026.   

We provide incidental advisory services only. No indicative or assured returns are offered.