Do's and Don'ts

Do’s

  • Always engage with only SEBI-registered Research Analysts.
  • Verify the credentials and the validity of the registration certificate of Research Analysts on the SEBI website: https://www.sebi.gov.in/
  • Carefully review the research report details and disclosures before proceeding with any investments.
  • Assess your risk tolerance thoroughly to select a subscription that aligns with your financial profile. Risk tolerance indicates your capacity to withstand declines in investment value without panicking or making impulsive decisions. Higher risk portfolios aim for greater long-term growth by including fewer volatile securities, but they also entail increased short-term fluctuations and potential drawdowns during downturns.
  • Maintain a disciplined, long-term investment approach to optimize risk-adjusted growth. Treat your investments as a legacy for your future self, understanding that the full benefits of compounding are best realized over extended periods.
  • Conduct independent, thorough research on the scripts included in the model portfolio prior to investing.
  • Follow a systematic investment process to ensure decisions are unbiased and not emotionally driven.
  • Regularly review updates and rebalancing guidance provided by your research analyst to make informed portfolio adjustments.
  • Prior to subscribing to any plan, connect with your Research Analyst and clarify all your queries.
  • Carefully review the privacy policy, cancellation, and refund policies before subscribing to any plan.
  • Verify the authenticity of the website, email ID, Telegram Bot, Telegram channels, WhatsApp, and mobile contacts when reaching out to your Research Analyst.
  • Exercise caution and ensure the security of your devices used for conducting financial transactions.

    • Don’ts

    • Avoid falling prey to advertisements promising guaranteed and lucrative returns. Markets are inherently unpredictable, and no individual or entity can control them to ensure specific investment outcomes.
    • Avoid investing funds earmarked for short-term or medium-term financial obligations.
    • Do not depend on investment capital or regular returns from investments to cover your daily or recurring expenses.
    • It is strongly advised against using borrowed funds for securities market investments, as returns are subject to market risks and there are no guaranteed streams of income to service debt. Insufficient returns over time may force investors into riskier assets, significantly increasing the potential for substantial losses and financial instability.
    • Avoid engaging in margin trading, leverage-based positions, intraday trading, or trading in futures and options related to the model portfolio, as these are highly risky and unsuitable for such securities.
    • Never share your demat, trading, or bank account details with anyone, including your Research Analysts.
    • Make payments only through the banking modes prescribed by your Research Analyst; avoid transferring funds through unofficial channels.
    • Refrain from disclosing the details of your portfolio holdings or our Model Portfolio information to third parties (including your friends and relatives). Such disclosures may be interpreted as investment recommendations, which are illegal and subject to prosecution for individuals or institutions not registered as SEBI intermediaries.