Amit Suresh Jain

Vision

To continuously earn trust of the investors and provide them with products and services to help them create and preserve wealth.

Mission

To provide transparent, fair and efficient investment advisory services while maintaining the highest standards of professional conduct and regulatory compliance.

Your Rights as an Investor

• Right to receive written Investment Advisory Agreement
• Right to receive advice suitable to your risk profile and investment objective
• Right to receive timely and accurate advice
• Right to be informed about conflicts of interest, if any
• Right to receive all disclosure documents
• Right to privacy and confidentiality
• Right to fair treatment and non-discrimination
• Right to grievance redressal

Your Responsibilities as an Investor

• Provide accurate and complete information about financial situation and investment objectives
• Read and understand all disclosure documents before investing
• Make informed investment decisions
• Pay fees and charges as agreed upon
• Inform about any changes in financial situation or investment objectives
• Maintain confidentiality of advice received

Do's

• Verify SEBI registration before investing
• Read all documents carefully
• Keep records of all transactions
• Review portfolio regularly
• Report grievances promptly

Don'ts

• Don't invest based on rumors
• Don't ignore risk factors
• Don't invest beyond risk appetite
• Don't delay grievance reporting
• Don't share login credentials