PERIODIC REVIEW

AMFI-Registered Mutual Fund Distributor

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Periodic Review

Periodic reviews are an essential component of the Know Your Customer (KYC) process within the financial services industry. They refer to the regular reassessment and re-verification of clients' information after their initial onboarding. At HCL Fintech, we do Quarterly and Half year and Annual periodic review in line with Investors availability for the busy schedule. We remain extremely committed to alignment of our financial goal and asset allocation through our regular and serious Periodic Review of Portfolio and Investors requirement.