01
Services provided
Understand onboarding, disclosures, risk profiling and the advisory process.
Investor Charter
Your rights.
Clearly explained.
An accessible reference for the advisory relationship.
Official downloadable Charter PDF is awaiting upload and review. The topics below are navigation summaries, not a replacement for the prescribed Charter.
02
Investor rights
Access clear information on costs, risks, conflicts and the services you receive.
03
Investor responsibilities
Provide accurate information and understand the risks before making decisions.
04
Do’s & don’ts
Verify registration, read agreements and avoid promises of assured returns.
05
Grievance mechanism
Know how to contact the adviser and access the escalation process.
06
Service timelines
Refer to the approved Charter for applicable resolution and service timelines.
Read the official SEBI source ↗
June 2025 Charter reference. Review later amendments before launch.
Approved Investor Charter PDF awaiting upload.