1. Vision and Mission Statement for Investors

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.

2. Details of Business Transacted by the Investment Adviser / Distributor

• To enter into an agreement with the client providing all details including fee details, aspect of Conflict of interest disclosure and maintaining confidentiality of information.
• To do a proper and unbiased risk profiling and suitability assessment of the client.
• To obtain registration with SEBI / AMFI and comply with all regulatory requirements.

3. Rights of Investors

• Get full disclosure of all material facts and conflicts of interest.
• Receive transparent fee structures and services before onboarding.
• Right to ask for clarification on any advice or product recommended.
• Right to file a grievance using the provided escalation matrix or SEBI SCORES.

4. Responsibilities of Investors

• Provide accurate and complete information for risk profiling.
• Understand the risks associated with the investment products.
• Read all documents and terms carefully before investing.
• Do not fall for "Guaranteed Returns" or "Risk-Free" claims as investments are subject to market risks.