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Disclaimer

Please read the following terms carefully before using this website.

By accessing this website, you agree to be bound by the terms and conditions outlined below. Investeria reserves the right to update or modify these terms at any time without prior notice. Continued use of the website constitutes your acceptance of such changes.

1. About the Platform

Investeria is an emerging brokerage platform offering online trading and investment services. Access to services is subject to eligibility, regulatory compliance, and internal risk policies.

2. Investment Risk Disclosure

Investments in securities markets are subject to market risks. There is no guarantee of returns.

Investments in securities market are subject to market risks. Please read all related documents carefully before investing.

Users are advised to carefully evaluate their financial situation and consult qualified financial advisors before making investment decisions.

3. Informational Purpose Only

All information, research, data, and content available on this website are provided strictly for informational purposes only and educational purposes only.

This should not be considered as financial advice. This does not constitute an offer or recommendation. Investment decisions are solely the responsibility of the user.

4. Accuracy of Information

While Investeria strives to provide accurate and updated information, it does not warrant the completeness, reliability, or timeliness of the content.

Market data, prices, and reports may be delayed or sourced from third-party providers.

5. Limitation of Liability

Investeria, its directors, employees, affiliates, and partners are not liable for any loss or damage arising from:

  • Errors or omissions in information
  • Investment decisions taken by users
  • System interruptions or delays
  • Technical failures or downtime
  • Unauthorized access to accounts

Use of the platform is entirely at your own risk. You must use at your own risk this platform when accessing content and making investment decisions.

6. User Responsibility

Users are responsible for:

  • Maintaining confidentiality of login credentials
  • Ensuring secure access to their accounts
  • Verifying transaction details before execution

Investeria shall not be responsible for misuse of user credentials.

7. Third-Party Links & Services

This website may include links to external websites or services. Investeria does not control or endorse such platforms and is not responsible for their content, policies, or reliability.

8. Privacy & Data Usage

User information may be collected to enhance service experience and comply with regulatory requirements.

  • Does not sell personal data
  • May share data with regulators, exchanges, or authorized partners when required

9. Regulatory Disclaimer

Investeria operates in compliance with applicable laws and regulations in India. Stock exchanges (including NSE/BSE) are not responsible for:

  • Any claims arising from the use of this website
  • Services provided by Investeria

10. Jurisdiction

This website is intended for use within India. All disputes shall be subject to the jurisdiction of Indian courts and governed by applicable laws. NRIs and foreign nationals must ensure compliance with applicable regulations before using the platform.

11. Market Data Disclaimer

Market data and feeds are sourced from third-party providers. Investeria does not guarantee:

  • Accuracy
  • Completeness
  • Real-time availability

12. Acceptance of Terms

If you do not agree with any part of this disclaimer, you are advised to discontinue use of the website immediately.

Investeria is a registered brokerage platform. Investments are subject to market risks.

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