Investor Corner
Welcome to Our Investor Corner
Our mission is to empower you with the tools, knowledge, and guidance needed to make informed and strategic investment decisions. We are committed to transparency, integrity, and excellence in our services. Below, we outline our charter to support your financial journey.
Our Commitments to You
- Transparency in Communication
We believe in clear and open communication. We ensure that all investment options, risks, and strategies are presented in an easy-to-understand manner. - Customized Investment Solutions
Each investor has unique goals and risk tolerance. Our advisors work closely with you to create a personalized investment plan that aligns with your financial objectives. - Ongoing Education and Support
We prioritize investor education. Through regular market updates, webinars, and personalized sessions, we help you stay informed about market trends and investment opportunities. - Ethical and Responsible Practices
Our team adheres to strict ethical guidelines to ensure your investments are managed responsibly. We aim to create long-term, sustainable value while respecting market and regulatory standards. - Confidentiality and Data Security
We prioritize the confidentiality and security of your personal and financial data. Our systems are built to protect your information and uphold privacy at every step.
Details of business transacted by the Research Analyst with respect to the investors
- To publish research reports based on the research activities of the RA.
- To provide an independent, unbiased view on securities.
- To offer unbiased recommendations, disclosing the financial interests in recommended securities.
- To provide research recommendations based on analysis of publicly available information and known observations.
- To conduct audits annually.
Details of services provided to investors (No Indicative Timelines)
- Onboarding of Clients
- Disclosure to Clients: To distribute research reports and recommendations to the clients without discrimination.
- To maintain confidentiality with respect to the publication of the research report until made available in the public domain.
What You Can Expect from Us
- Professional Expertise
Our SEBI-registered advisors and experienced analysts bring a wealth of knowledge and skill to help you maximize your investment potential. - Risk Management
Investment in financial markets involves risk. We provide tools and guidance to help you understand, manage, and mitigate risk based on your comfort level and goals. - Comprehensive Reporting
Regular performance reports are available, so you can easily track your investments and make well-informed decisions based on accurate data.
Details of grievance redressal mechanism and how to access it
- In case of any grievance/complaint, an investor should approach the concerned Research Analyst and shall ensure that the grievance is resolved within 30 days.
- If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal, which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
- With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.
Your Responsibilities as an Investor
To achieve the best outcomes, we encourage you to:
- Stay informed about your investments and market developments.
- Regularly review your financial goals and communicate any changes.
- Understand that all investments carry risks, including potential losses.
Expectations from the investors (Responsibilities of investors)
Do’s:
- Always deal with SEBI registered Research Analyst.
- Ensure that the Research Analyst has a valid registration certificate.
- Check for SEBI registration number. Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=y es&intm Id=14)
- Always pay attention towards disclosures made in the research reports before investing.
- Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.
- Before buying securities or applying in public offer, check for the research recommendation provided by your Research Analyst.
- Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
- Inform SEBI about Research Analyst offering assured or guaranteed returns.
Don’ts:
- Do not provide funds for investment to the Research Analyst.
- Don’t fall prey to luring advertisements or market rumors.
- Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
- Do not share login credential and password of your trading and demat accounts with the Research Analyst.
Connect with Us
For questions or assistance, please contact us:
Email : traderzhut@gmail.com
Twitter : @traderzhut
FB : Traderz Hut
Phone : +91 7892 999 456