INVESTOR CHARTER – INVESTMENT ADVISOR
Vision and Mission Statement:
To protect the interests of investors and provide transparent, ethical, and non-discretionary investment advisory services.
Services Provided:
Vvinfine provides non-discretionary investment advisory services and market education/training services. The advisor does not manage funds or execute trades on behalf of clients.
Rights of Investors:
• To receive fair and transparent advisory services
• To receive clear disclosures regarding risks
• To seek grievance redressal as per the prescribed mechanism
• To expect confidentiality of personal information
Duties of Investors:
• To provide accurate and complete information
• To read and understand all disclosures and agreements
• To take independent trading decisions
• To understand that markets involve risk
Grievance Redressal:
Clients may lodge grievances as per the Grievance Redressal Mechanism available on the website.
Disclaimer:
Investment in securities markets is subject to market risk.
Past performance is not indicative of future results.
SEBI registration does not guarantee returns.
