Vision & Mission Statement for Investors
Vision: To protect the interest of investors by providing unbiased, research-backed market insights and promoting financial literacy.
Mission: To offer transparent research analyst services, maintain ethical standards, ensure prompt grievance redressal, and adhere to SEBI guidelines.
1. Services Provided to Investors
- •Publish research reports based on independent and objective analysis.
- •Provide recommendation details with clear rationale, entry price, target price, and stop-loss levels.
- •Maintain confidentiality of investor information.
- •Disclose all material conflicts of interest in research reports.
- •Offer equal access to research recommendations for all subscribed clients without discrimination.
2. Rights of Investors
- •Right to receive transparent, unbiased, and research-driven advice.
- •Right to receive disclosure of conflicts of interest by the Research Analyst.
- •Right to prompt resolution of queries and grievances.
- •Right to privacy and security of personal data shared during subscription.
- •Right to lodge complaints with SEBI via SCORES platform if grievance is unresolved.
3. Responsibilities & Dos / Don’ts for Investors
3.1 DOs for Investors
- •Always deal with SEBI registered Research Analysts.
- •Verify registration details on the official SEBI website before subscribing.
- •Pay subscription fees only through official banking channels (UPI, Net Banking, Cards) against proper receipts.
- •Read research recommendations carefully along with underlying rationale and risk disclosures.
- •Always maintain strict stop-loss levels and risk management on recommended trades.
3.2 DON’Ts for Investors
- •Do not share your trading account credentials (User ID/Password/OTP) with anyone.
- •Do not fall for guaranteed returns, profit-sharing claims, or assured income schemes.
- •Do not make payments into personal bank accounts of individuals claiming to represent the firm.
- •Do not trade beyond your financial capacity or risk tolerance.
4. Grievance Redressal Mechanism
In case of any grievance or query, investors can follow this escalation matrix:
Level 1: Internal Support & Grievance Cell
Contact our support team directly. We endeavor to resolve all complaints within 7 working days.
Email: support@investwithexpert.com
Phone: +91 92580 08629
Level 2: SEBI SCORES Portal
If the grievance is not resolved within 30 days or if you are unsatisfied with our response, you can lodge a complaint with SEBI on the SCORES portal (https://scores.sebi.gov.in) or via SCORES mobile app.
Level 3: ODR Portal
You can also initiate dispute resolution through the Online Dispute Resolution (ODR) portal at smartodr.in.
5. Contact Information
Invest With Expert — SEBI Registered Research Analyst
Address: International Trade Building G-304/305, Ring Road, Kailash Nagar, Majura Gate, Surat, Gujarat - 395002
Email: support@investwithexpert.com
Phone: +91 92580 08629