Disclaimer and disclosures

Risk disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

The value of a mutual fund investment can go down as well as up. You may get back less than you invested. There is no assurance or guarantee that the objective of any scheme will be achieved. Past performance does not indicate future results and should not be taken as an indication of what a scheme will do in future.

Different scheme categories carry different risks, including market risk, credit risk, interest-rate risk, liquidity risk and concentration risk. The Scheme Information Document sets out the risks specific to each scheme.

What H2 Investment is

H2 Investment is a mutual fund distributor registered with the Association of Mutual Funds in India (AMFI) under ARN-200996.

• We are not an asset management company. We do not create, launch, run or manage any mutual fund scheme.
• We are not a SEBI-registered investment adviser and do not provide personalised investment advice.
• We are not a portfolio manager and do not offer portfolio management services, alternative investment funds or any discretionary service.
• We are not a custodian. We do not hold client funds or securities. Your money moves from your bank account to the scheme, and units are allotted in your name.

How we are paid. H2 is paid by the fund houses, through commission included in the expense of the Regular plans you invest in; you do not pay us a separate fee.

Registration details: ARN-200996. ARN valid until 30 January 2028. EUIN: E400532.

Registration with AMFI, and the regulatory oversight of SEBI over the mutual fund industry, do not amount to any assurance of performance or any protection against loss.

About the content on this site

Everything published on this site is general information and education. It does not take account of your objectives, financial situation or needs, and it is not a recommendation to buy, sell or hold any scheme.

Our articles and guides describe categories and mechanics and do not name schemes, and we do not rank or rate schemes. Two data pages are the exception: the NAV lookup, which reproduces the NAV, scheme names and fund-house names from AMFI’s public file, with each scheme’s own past returns computed from AMFI NAV history, and the New Fund Offers list, reproduced from AMFI. Neither is a recommendation.

Any figure produced by a calculator on this site is arithmetic applied to assumptions that you entered, and is not a forecast or a promise.

Tax treatment depends on your individual circumstances and may change. Confirm your position with a qualified tax adviser before acting.

Third parties

We distribute schemes of asset management companies registered with AMFI in India. We are not owned by, tied to, or acting as agent for any single fund house.

Trademarks, names and logos of asset management companies belong to those companies. We do not display them on this site.

Grievance redressal

If you are unhappy with anything we have done, use this order.

Step 1 — tell us. Email info@h2investment.in with "complaint" in the subject line, or use the contact form and choose "a complaint". Include your folio number if you have one and what you would like done. We acknowledge within 5 working days and aim to resolve within 21 calendar days.

Step 2 — escalate inside H2. Grievance officer: Himani Harsh Shah, grievance@h2investment.in, +91 77779 47060.

Step 3 — the fund house or its registrar. If the complaint concerns a scheme, a transaction or a folio, the asset management company and its registrar have their own investor grievance process, published on their websites.

Step 4 — AMFI. Complaints about our conduct as a distributor go to the Association of Mutual Funds in India, quoting ARN-200996, and to the fund house.

Step 5 — SEBI SCORES. Complaints about a fund house or registrar can be lodged on SCORES at scores.sebi.gov.in.

Step 6 — SMART ODR. For a dispute with a fund house that is still unresolved, SEBI has set up an online dispute resolution route, the SMART ODR portal at smartodr.in, run through the stock exchanges and depositories, for disputes with SEBI-registered market participants such as fund houses.

Postal addresses for escalation. AMFI — Association of Mutual Funds in India, Naman Corporate Link, Wing C, Unit No. 701, Plot Nos. C-31 / C-32, G Block, Bandra Kurla Complex, Bandra (East), Mumbai — 400 051; telephone 022-43346700. SEBI — Securities and Exchange Board of India, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (East), Mumbai — 400051; investor helpline 1800 22 7575.

Regulator addresses and contact details last checked: October 2026.

Things we will never do

So that an impersonation attempt is easy to spot:

• We will never ask you for an OTP, a password or a PIN.
• We will never ask you to transfer money to a personal account, or to any account other than the scheme's own collection account.
• We will never promise you a rate of return.
• We will never pressure you to invest before a deadline.

If anyone contacts you claiming to be from H2 Investment and does any of these, it is not us. Tell us at info@h2investment.in.

How to check our registration on AMFI yourself, where your money actually goes, and where to report a fraud are set out on Is this really H2?