Our Vision
Every investor invests with a clear understanding of the risks, securely.
Our Mission
To enable every investor to invest in an informed manner, to work towards innovative solutions for investors, and to ensure fair treatment to them.
Investors have the right to:
· Get their grievances resolved and addressed in a timely manner.
· Get good and informed services from SEBI registered investment advisers/entities/intermediaries/asset management companies and recognized Market Infrastructure Institutions.
· Get equal and fair treatment.
Investors have the responsibility to
· Keep their contact details updated like address, mobile number, email address, etc. and similar important KYC details if there is any change.
· Make sure their grievances are addressed within the defined time limits.
· Make sure they are aware of how their accounts are operated and are for their benefits.
· Deal with only SEBI registered investment advisers/entities/intermediaries/asset management companies and recognized Market Infrastructure Institutions.
DO’s for Investors:
· Read and understand the documents carefully before investing.
· Know about the Investor Grievance Redressal Mechanism.
· Know the risks involved before investing.
· Keep track of account statements and promptly bring any discrepancy noticed to the concerned stock exchange, intermediary or Asset Management Company.
· Know about various fees, charges, margins, premium, etc. involved in the transactions.
· Always work with investment advisers that are SEBI registered.
· Work with investment advisers who has a valid registration certificate.
· Make payments of advisory fees through banking channels only and maintain duly signed receipts
· Inform SEBI about Investment Advisers offering assured or guaranteed returns.
DONT’s for Investors:
· Don’t make payments in person or in cash when investing in securities market, beyond the suggested limit.
· Don’t share your sensitive information like account information, passwords, etc. with anyone.
· Do not fall victim to any discount or other gifts or incentives, etc. offered by investment advisers.
· Do not provide cash or funds for investment to the Investment Advisers