Our Refund Policy
At PHD Capital Private Limited, we strive to provide top-notch services to our clients. Below is the refund policy applicable to each of our offerings:
Model Portfolio
● In case of premature termination of Services, We shall refund fees for the unexpired subscription period on a pro rata basis.
● No “breakage” fee or penalty shall be imposed.
● Partial-month subscriptions are generally not refunded except at RA’s sole discretion or as required by SEBI.
● If the RA’s SEBI registration is suspended for more than 60 days or cancelled, We shall refund any unutilized fees from that effective date onward.
Research Services
Currently, we provide research services as a value-added benefit to our clients. As this service is complimentary, refunds are not applicable. However, if we introduce paid research services in the future, this policy will be updated accordingly to reflect the refund terms in compliance with SEBI regulations.
Mutual Fund Distribution
PHD Capital Private Limited acts as a distributor for mutual funds. We do not charge any fees to our clients for using our website, application, or any other platform for investing in mutual funds. As such, no refunds are applicable.
PMS Distribution
Our company facilitates investment in Portfolio Management Services (PMS) as a distributor. Similar to mutual funds, we do not levy any fees on our clients for accessing our platforms to invest in PMS funds. Therefore, no refunds are applicable for this service.
You can call us at +917074751778 or Mail us on: support@phdcapital.in