The following information is being provided for the benefit of the investors as mandated by the Securities and Exchange Board of India (SEBI). Investors are encouraged to go through it in detail.
Vision
Invest with knowledge & safety.
Mission
Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
Onboarding of Clients
Disclosure to Clients
To provide investment advice to the client based on the risk-profiling of the clients and suitability of the client.
To treat all advisory clients with honesty and integrity.
To make adequate disclose to investor of all material facts such as risks, obligations, costs, etc. relating to the products or securities advised by the adviser.
To provide clear guidance and adequate caution notice to clients when providing investment advice for dealing in complex and high-risk financial products/services.
To ensure confidentiality of information shared by clients unless such information is required to be provided in furtherance of discharging legal obligations or a client has provided specific consent to share such information.
To disclose the timelines for the various services provided by the investment adviser to clients and ensure adherence to the said timelines.
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