Vision & Mission for Investors

Invest with knowledge & safety. Every investor should be able to invest in the right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy long-term financial wellness.

Details of Business Transacted by TradeXpert Service

• Publish research reports based on detailed research activities
• Provide independent and unbiased views on securities
• Offer unbiased recommendations with full disclosure of financial interests
• Provide recommendations based on publicly available information only
• Conduct annual audits as per regulatory requirements

Services Provided to Investors

• Client onboarding and KYC compliance
• Timely disclosure of material information to clients
• Distribution of research reports and recommendations without discrimination
• Maintain confidentiality of research reports until made public

Grievance Redressal Mechanism

If you have any complaint, please approach TradeXpert Service first. If the complaint is not resolved within 30 days, you may escalate the matter to SEBI via the SCORES portal or by writing to:

Expectations from Investors (Responsibilities of Investors)