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Cancellation Policy

At Greykite Technologies Private Limited ( with its brand TrueX Wealth) , we strive to provide the best service to our clients. However, we understand that there may be circumstances where you need to cancel a mutual fund transaction. This Cancellation Policy outlines the terms and conditions under which cancellations can be made on our app and website.

Policy Details

1. Cancellation of Transactions

  1. Before Execution:

    • You may cancel a mutual fund transaction request anytime before it is executed.

    • Any request placed can't be cancelled.

  2. After Execution:

    • Once a mutual fund transaction has been executed, it cannot be cancelled.

    • Executed transactions will reflect in your account and investment portfolio, and the respective units will be allocated based on the NAV (Net Asset Value) at the time of execution.

2. System Errors and Technical Issues

  • In the event of a system error or technical issue on our part that results in an incorrect transaction, please contact our customer support immediately.

  • We will investigate the issue and, if it is determined to be an error on our part, we will reverse or correct the transaction as appropriate.

3. Regular Investments (SIP and STP)

  • Systematic Investment Plans (SIP):

    • SIPs can be paused at any time by navigating to the 'SIP' section of the app or website and selecting the SIP you wish to cancel. Please contact our customer support for any help.

    • Pause request for SIPs must be submitted at least 7 business days before the next scheduled instalment date to be effective from that instalment.

  • Systematic Transfer Plans (STP):

    • STPs can also be cancelled through the 'STP' section on the app or website.

    • Similar to SIPs, STP cancellation requests should be made at least 1 business days before the next scheduled transfer.

4. Refunds

  • Refunds if any, will be processed directly by the AMCs without any obligations on ‘Aarsh Fintech Private Limited’ to the bank account given during the transaction within 7 days. 

5. Contact Information

  • If you have any questions regarding this policy, please contact our customer support team:

Amendments

  1. Greykite Technologies Private Limited reserves the right to amend or modify this Cancellation Policy at any time. Any changes will be effective immediately upon posting the revised policy on our app and website.

  2. Users are encouraged to review this policy periodically for any updates.

 

By using our services, you acknowledge that you have read, understood, and agree to be bound by this Cancellation Policy.

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This policy ensures clarity and transparency for users regarding their ability to cancel mutual fund transactions and provides guidelines for the process involved.

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