Investment & Trading In Securities Market Is Always Subjected To Market Risks. Trade Gyan Solutions (Investment Advisor) Do Not Provide Any Assured/Guaranteed Return/Profit services, Any Profit Sharing Services, And Services Which Are Not Mentioned On The Company Website. Please Trade Only Company SMS With Proper Stop Loss. We do not ask for Demat details from anyone. Please call us if anyone talks about these services. Contact: 777-100-4878.

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SEBI’s Investor Charter for Investment Advisers (IAs)

A. Vision and Mission Statements 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.

B. Details of Business Transacted by the Investment Adviser with Respect to the Investors

  • Enter into an agreement with the client providing all details including fee, conflict of interest disclosure, and confidentiality of information.
  • Conduct unbiased risk profiling and suitability assessment of the client.
  • Obtain registration with Know Your Client Registration Agency (KRA) and Central Know Your Customer Registry (CKYC).
  • Conduct an annual audit.
  • Disclose the status of complaints on its website.
  • Display details like name, registration type, number, address, and SEBI office details on its website.
  • Employ qualified and certified staff.
  • Use official numbers only for client interaction.
  • Maintain records of all client interactions, including prospective ones, prior to onboarding.

C. Details of Services Provided to Investors (No Indicative Timelines)

  • Onboarding clients and sharing the agreement copy.
  • Completing KYC of clients.
  • Providing full disclosure about business, affiliations, and compensation in the agreement.
  • Not accessing the client’s accounts or holdings for offering advice.
  • Disclosing the risk profile to the client.
  • Providing investment advice based on risk profiling and suitability.

D. Details of Grievance Redressal Mechanism and How to Access It

1. In case of any grievance, an investor should approach the concerned Investment Adviser and resolve the issue within 30 days.
2. If the complaint isn’t resolved satisfactorily, investors can lodge complaints with SEBI through its ‘SCORES’ portal, a centralized system to track complaints.
3. Physical complaints can be sent to: SEBI Regional Office at Bhopal.

E. Expectations from Investors (Responsibilities of Investors)

Do’s

  • Always deal with SEBI registered Investment Advisers.
  • Ensure the Investment Adviser has a valid registration certificate.
  • Check for SEBI registration number. Refer to SEBI’s registered IAs list on their website.
  • Pay advisory fees only through banking channels and keep signed receipts.
  • Ask for your risk profiling before accepting investment advice.
  • Clear all doubts with your Investment Adviser before acting on advice.
  • Assess the risk-return profile, liquidity, and safety before investing.
  • Insist on written terms and conditions before dealing with an Investment Adviser.
  • Be vigilant in your transactions.
  • Approach appropriate authorities for grievance redressal.
  • Inform SEBI about any misleading or guaranteed return claims by Investment Advisers.

Don’ts

  • Don’t fall for stock Recommendation under the pretext of investment advice.
  • Don’t provide funds for investment to the Investment Adviser.
  • Don’t fall for promises of indicative or exorbitant returns.
  • Avoid making decisions based on phone calls or messages.
  • Don’t rush into investments that don’t match your risk appetite.
  • Don’t share login credentials and passwords of your trading or demat accounts.

SEBI Registration Number: INA000008808

Company Name: Tradegyan.co

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