A. Vision and Mission Statements for investors Invest with knowledge & safety.
MissionEvery 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.
B. Details of business transacted by the Investment Advisor with respect to the investors.
C. Details of services provided to investors (No Indicative Timelines)
D. Details of grievance redressal mechanism and how to access it
E.Expectations from the investors (Responsibilities of investors) Do’s