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