Trust & Security

We promise to never release customer information to any third-party marketing services. We have an impeccable track record with our customers, which is how we have been able to grow so quickly through word of mouth advertising and organic growth.

Security

We take your safety and privacy very seriously. Investeria will not release customer information to any third-party marketing services. Your trust and personal information is important to us and we do not distribute any unsolicited mail to your email or home addresses.

Transparency

We take your safety and privacy very seriously. Investeria will not release customer information to any third-party marketing services. Your trust and personal information is important to us and we do not distribute any unsolicited mail to your email or home addresses.

Account Protection

As a SEBI regulated entity, your funds are always kept in a fully segregated account as per SEBI rules. We partner with IL&FS (the largest depository agent in India) and work closely with the exchanges and audit agencies to ensure that your accounts are safe-guarded with the highest level of protection possible.

We are committed to giving our customers the best services and holding to our core values which always place our client’s interests first.

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Investeria Financial Services Pvt Ltd.

SEBI Registration Number: INZ000225432; DP Registration: IN–DP–297–2016

CDSL DP ID: 12072900; Membership ID: BSE – 6462; NSE – 14452; MCX – 46090; MSEI – 81900; AMFI – ARN 82323; CM Code-M50302(Globe Capital Ltd)

Attention Investors

Investors are advised to carefully read the Risk Disclosure Document prescribed by SEBI & FMC, along with the Do’s and Don’ts issued by the Exchanges, before investing.

Beware of fixed/guaranteed/regular returns/ capital protection schemes. Brokers or their authorized persons or any of their associates are not authorized to offer fixed/guaranteed/regular returns/ capital protection on your investment or authorized to enter into any loan agreement with you to pay interest on the funds offered by you. Please note that in case of default of a member claim for funds or securities given to the broker under any arrangement/ agreement of indicative return will not be accepted by the relevant Committee of the Exchange as per the approved norms.
Do not keep funds idle with the Stock Broker. Please note that your stock broker has to return the credit balance lying with them, within three working days in case you have not done any transaction within last 30 calendar days. Please note that in case of default of a Member, claim for funds and securities, without any transaction on the exchange will not be accepted by the relevant Committee of the Exchange as per the approved norms.
Check the frequency of accounts settlement opted for. If you have opted for running account, please ensure that your broker settles your account and, in any case, not later than once in 90 days (or 30 days if you have opted for 30 days settlement). In case of declaration of trading member as defaulter, the claims of clients against such defaulter member would be subject to norms for eligibility of claims for compensation from IPF to the clients of the defaulter member. These norms are available on Exchange website at following link: https://www.nseindia.com/invest/about-defaulter-section .
Brokers are not permitted to accept transfer of securities as margin. Securities offered as margin/ collateral MUST remain in the account of the client and can be pledged to the broker only by way of ‘margin pledge’, created in the Depository system. Clients are not permitted to place any securities with the broker or associate of the broker or authorized person of the broker for any reason. Broker can take securities belonging to clients only for settlement of securities sold by the client.
Always keep your contact details viz. Mobile number/Email ID updated with the stock broker. Email and mobile number is mandatory and you must provide the same to your broker for updation in Exchange records. You must immediately take up the matter with Stock Broker/Exchange if you are not receiving the messages from Exchange/Depositories regularly.
Don't ignore any emails/SMSs received from the Exchange for trades done by you. Verify the same with the Contract notes/Statement of accounts received from your broker and report discrepancy, if any, to your broker in writing immediately and if the Stock Broker does not respond, please take this up with the Exchange/Depositories forthwith.
Check messages sent by Exchanges on a weekly basis regarding funds and securities balances reported by the trading member, compare it with the weekly statement of account sent by broker and immediately raise a concern to the exchange if you notice a discrepancy.
Please do not transfer funds, for the purposes of trading to anyone, including an authorized person or an associate of the broker, other than a SEBI registered Stock broker.
Sharing of trading credentials i.e. login id & passwords including OTP’s is prohibited.
Trading in leveraged products like options without proper understanding could lead to losses. Please trade at your own risk.
Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks could lead to losses.
Dealing in unsolicited tips through WhatsApp, Telegram, YouTube, Facebook, SMS, calls, etc should be avoided.
Trading in “Options” based on recommendations from unauthorised / unregistered investment advisors and influencers should be avoided.

Awareness regarding guidelines regarding margin collection:

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020
Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge
Pay 20% upfront margin of the transaction value to trade in cash market segment
Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) and other guidelines issued from time to time in this regard
Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month

Advisory – KYC Compliance:

All investors are requested to take note that 6 KYC attributes i.e. Name, PAN, Address, Mobile Number, Email id and Income Range have been made mandatory. Investors availing custodian services will be additionally required to update the custodian details.
The last date to update KYC is on or before March 31, 2022.
Thereafter non-compliant trading accounts will be blocked for trading by the Exchange.
The non-compliant demat accounts will be frozen for debits by Depository Participant or Depository.
On submission of the necessary information to the stockbroker and updation of the same by the stockbroker in the Exchange systems and approval by the Exchange, the blocked trading accounts shall be unblocked by the Exchange on T+1 trading day.
The demat account shall be unfreezed once the investor submits the deficient KYC details and the same is captured by the depository participant in the depository system.
To ensure smooth settlement of trades, the investors are requested to ensure that both the trading and demat accounts are compliant with respect to the KYC requirement.
The investors are hereby requested to comply with the regulatory guidelines issued by Exchanges and Depositories from time to time with regard to KYC compliance and related requirements.

Disclaimer:

Investment in the securities market is subject to market risks, read all the related documents carefully before investing.
Brokerage will not exceed SEBI prescribed limit.
Please refer to the Risk Disclosure Document issued by SEBI and go through the Rights and Obligations and Do's and Don'ts issued by Stock Exchanges and Depositories before trading on the Stock Exchanges.
For commodities derivatives please note that Commodities Derivatives are highly leveraged instruments.
Before investing in the asset class consider your investment objectives, level of experience and risk appetite carefully.
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Mutual Funds are not an approved product of the Exchanges and any dispute related to this will not be dealt at Exchange platform.

Risk Disclosures

RISK DISCLOSURES ON DERIVATIVES

9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
On an average, loss makers registered net trading loss close to ₹ 50,000.
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Source: SEBI study dated January 25, 2023

Filing Complaints on SCORES – Easy & Quick

Register on SCORES portal
Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, Email ID
Benefits: Effective communication and speedy redressal of grievances
If you want to register your complaint through SEBI SCORES portal, please open SEBI SCORES portal.

Useful Links: NSE BSE NSDL CDSL SEBI CDSL eVoting NSDL eVoting SCORES

Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in Vernacular Language: BSE | NSE

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Investeria has launched e-broking services. It reserves the right to decide the criteria based on which customers would be allowed to avail of these services.

The content of the site and the interpretation of data are solely the personal views of the contributors. Investeria reserves the right to make modifications and alterations to the content of the website. Users are advised to use the data for the purpose of information only and rely on their own judgment while making investment decisions. The investments discussed or recommended may not be suitable for all investors. Investeria does not warranty the timeliness, accuracy or quality of the electronic content.

The content of the website cannot be copied, reproduced, republished, uploaded, posted, transmitted or distributed for any non-personal use without obtaining prior permission from Investeria. We reserve the right to terminate the accounts of subscribers/customers, who violate the proprietary rights, in addition to necessary legal action.

Investeria and its owners/affiliates are not liable for damages caused by any performance, failure of performance, error, omission, interruption, deletion, defect, delay in transmission or operations, computer virus, communications line failure, and unauthorized access to the personal accounts. Investeria is not responsible for any technical failure or malfunctioning of the software or delays of any kind. We are also not responsible for non-receipt of registration details or e-mails. Users shall bear all responsibility of keeping the password secure. Investeria is not responsible for the loss or misuse of the password.

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The stock exchange, Mumbai is not in any manner answerable, responsible or liable to any person pr persons for any acts of omissions or commission, errors, mistakes and/or partners, agents associates etc., of any of the Rules, regulations, bye-laws of the Stock Exchange Mumbai, SEBI Act or any other laws in force from time to time.

The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this website or for any services rendered by us, our employees and our servants.

This website is for the exclusive purpose of transactions to be carried out within the territorial jurisdiction of India and all such transactions shall be governed by the laws in India. Notice is hereby given that Non Resident Indians (NRI’s) and Foreign Nationals accessing this web site and opting to transact thereon shall do so after due verification at their end of their eligibility to do so. Investeria undertakes no responsibility for such pre-eligibility of qualification on part of Non-Resident Indians (NRI’s) or Foreign Nationals to transact on this website.

If you do not agree to any of the terms mentioned in this agreement, you should exit the site. The entire “market data” is sourced from “An external data content agency” and we are not to be responsible for its “integrity / availability” of the same.