Mutual Fund Sakhi / Ginnie

"Two Roles. One Mission — Women's Financial Empowerment."

🌸 Financial Educator

Mutual Fund Sakhi

"She helps you understand money — before you invest."

  • Leads financial awareness & education
  • Explains money, SIPs & goals in simple language
  • Supports first-time women investors
  • No selling. No advice. Only awareness.

Role limited to financial literacy and investor awareness.

✨ Investment Facilitator

Mutual Fund Ginnie

"When you're ready to invest, Ginnie helps you do it the right way."

  • Helps with KYC, SIP setup & tracking
  • Uses risk profiling & goal tools
  • Works as AMFI-registered distributors
  • Process-driven. Compliant. Transparent.

Mutual Fund Ginnie facilitates investments only through AMFI-registered distributors. Mutual fund investments are subject to market risks.

🌸Eligibility for Mutual Fund Sakhi

Mutual Fund Sakhi is a financial literacy ambassador, focused on education and awareness — not selling or execution.

Who Can Become a Sakhi?

A woman who:

  • Is 18 years or above
  • Has basic understanding of money, savings, or household finances
  • Is comfortable speaking to women in her community
  • Wants to educate, guide, and empower, not sell products
  • Can communicate clearly in local language / Hindi / English

Preferred Background

(Not Mandatory)

  • • Homemaker with interest in finance
  • • Teacher, trainer, social worker
  • • SHG / NGO member
  • • Community leader
  • • Graduate or undergraduate student

No prior finance degree is required.

Training & Conduct

  • Must complete StreeDhana Financial Literacy Training
  • Must follow Code of Conduct & Ethics
  • Must clearly disclose limited role

"I provide financial awareness only. I do not recommend or sell investments."

What a Sakhi Cannot Do

Recommend any mutual fund or scheme
Handle money or transactions
Collect cheques, cash, or bank details
Promise returns

📜Code of Conduct

Common Framework for All Sakhis and Ginnies

Core Principles

Integrity

Transparency

Investor-first approach

Regulatory compliance

🌸Code of Conduct – Mutual Fund Sakhi

A Sakhi MUST

  • Focus only on education & awareness
  • Use simple, unbiased language
  • Clearly disclose her limited role
  • Encourage informed decision-making

A Sakhi MUST NOT

  • Recommend schemes or products
  • Handle money, cheques, or bank details
  • Promise returns
  • Misrepresent herself as an advisor or distributor

✨ Code of Conduct – Mutual Fund Ginnie

A Ginnie MUST

  • Follow AMFI Code of Conduct
  • Complete KYC & documentation properly
  • Explain risks and processes clearly
  • Maintain confidentiality of investor data

A Ginnie MUST NOT

  • Guarantee or assure returns
  • Push unsuitable products
  • Accept cash or third-party payments
  • Bypass compliance processes

Violation may result in suspension or termination.