A. Vision
To follow the highest standards of ethics, integrity, and compliance while serving investors, and to facilitate continuous learning and investor protection.
B. Mission
To provide investment advisory services in a transparent and ethical manner, to abide by all applicable regulatory requirements, and to safeguard investor interests at all times.
C. Services provided to investors
- Onboarding of clients through a duly signed investment advisory agreement.
- Complete risk profiling of the client and a suitability assessment before any advice is rendered.
- Disclosure of all fees, charges, and any conflicts of interest.
- Providing investment advice based solely on the client's interest, risk profile, and investment objectives.
- Maintaining confidentiality of client information.
D. Rights of investors
- Right to privacy and confidentiality.
- Right to transparent practices and fair, equitable treatment.
- Right to receive suitable advice based on their risk profile and objectives.
- Right to complete information on fees, charges, and conflicts of interest.
- Right to grievance redressal.
E. Expectations from investors (Do's and Don'ts)
Do's
- Deal only with SEBI registered Investment Advisers.
- Read and understand the advisory agreement, fee structure, and risk disclosures before engaging.
- Provide accurate and complete information for risk profiling.
- Pay advisory fees only through traceable banking channels to the registered entity.
Don'ts
- Do not deal with unregistered entities or act on unsolicited stock tips.
- Do not make payments in cash or to personal accounts of individuals.
- Do not expect or rely on any assured or guaranteed returns.