Always deal with SEBI-registered Investment Advisors.
Ensure that the Investment Advisor has a valid registration certificate.
Check for SEBI registration number: Please Refer to the list of all SEBI-registered Investment Advisors available on SEBI’s website: SEBI Registered Investment Advisors
Always pay attention to the disclosures made in research reports before investing.
Pay your Investment Advisor through banking channels only and maintain duly signed receipts mentioning the details of your payments.
Before buying securities or applying in a public offer, check the research recommendation provided by your Investment Advisor.
Ask all relevant questions and clear your doubts with your Investment Advisor before acting on recommendations.
Inform SEBI about any Investment Advisor offering assured or guaranteed returns.
🚫 Don’ts
Do not provide funds for investment to the Investment Advisor.
Don’t fall prey to luring advertisements or market rumors.
Do not get attracted to limited period discounts, gifts, or other incentives offered by Investment Advisors.
Do not share login credentials or passwords of your trading and demat accounts with the Investment Advisor.
