Investor Charter
Investor Charter
(As per SEBI guidelines for Research Analysts & Investment Advisors)
The Investor Charter outlines the rights, responsibilities, and service standards for clients availing advisory or research services through alphatradingservices.co.in.
A. Vision
To provide transparent, responsible, research-backed advisory to help investors make informed decisions in the financial markets.
B. Mission
- To maintain high ethical standards
- To follow regulatory guidelines
- To deliver accurate, timely, and risk-managed research
- To protect investor interest at all times
C. Services Provided
- Index Options Advisory (Nifty/BankNifty/Sensex)
- Stock Option Advisory
- Intraday & Positional Research
- Market Outlook & Strategy Reports
- WhatsApp/SMS/Email Trade Updates
D. Rights of Investors
- Clear and transparent communication
- Risk disclosure before recommendations
- Fair treatment and ethical practices
- No misleading information or profit promises
- Protection of personal data & privacy
- Grievance redressal within a reasonable time
- Access to refund policy & service terms
E. Responsibilities of Investors
- Provide complete and accurate personal information
- Read all risk disclosures carefully
- Understand that markets involve uncertainty
- Use stop-loss and proper risk management
- Act responsibly and avoid over-leveraging
- Maintain confidentiality of received recommendations
- Avoid expecting guaranteed returns or fixed profits
F. Do’s for Investors
- Verify advisory details before subscribing
- Maintain risk limits
- Keep track of recommendations
- Contact support whenever needed
- Trade only with funds you can afford to risk
G. Don’ts for Investors
- Do not expect guaranteed profits
- Do not trade without stop-loss
- Do not share recommendations publicly
- Do not rely on rumors or unverified sources
- Do not subscribe from fake accounts claiming affiliation