Terms and Conditions

Trading in securities involves risk. Past performance does not guarantee future returns.

Please read these Terms & Conditions carefully before using this platform.

By accessing or using Investeria’s website and services, you agree to comply with these Terms. If you do not agree, please discontinue use immediately.

1. Eligibility

You must be legally eligible to enter into binding agreements under applicable Indian laws.

Access to services is subject to:

Completion of KYC requirements
Regulatory approvals
Internal risk and compliance checks

2. Account Registration & Security

Users agree to:

Provide accurate and updated information
Maintain confidentiality of login credentials
Be responsible for all activities under their account

Investeria shall not be liable for unauthorized access due to user negligence.

Users are solely responsible for verifying all order details before placing any transaction.

3. Nature of Services

Investeria provides an online platform for trading and investment in securities.

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

The information available on this platform is for informational purposes only and should not be considered as financial or investment advice.

Services are subject to market risks
Platform access does not guarantee execution
Orders are processed based on market conditions

4. Order Execution & Market Risks

All trades are subject to:

Orders are subject to market conditions
Execution is not guaranteed
Price may differ from displayed price
Delays may happen due to system or exchange

Investeria does not guarantee execution, price, or timing of any order placed through the platform.

5. Pricing, Brokerage & Charges

Users agree to pay all applicable charges, including:

Brokerage fees
Statutory taxes (GST, STT, etc.)
Exchange transaction charges
Any other applicable fees

All charges are subject to change as per regulatory requirements and exchange guidelines.

6. User Conduct

Users shall not:

Use the platform for unlawful activities
Attempt unauthorized access
Interfere with system operations
Misuse trading facilities

Violation may result in account suspension or termination.

7. System Availability & Technical Risks

While Investeria aims to provide uninterrupted services, platform downtime may occur. Network or technical failures and external system issues (exchange, ISP, etc.) may affect performance. The platform may be unavailable due to maintenance, technical issues, or external factors. Investeria shall not be liable for any losses arising from such interruptions.

8. Limitation of Liability

Investeria shall not be liable for any loss or damage arising from:

Trading losses
Missed opportunities
System downtime or interruptions
Data inaccuracies
Unauthorized account access

Use of the platform is entirely at your own risk.

9. Third-Party Services

The platform may include integrations or links to third-party services. Investeria does not guarantee:

Accuracy
Reliability
Availability

Users access such services at their own discretion.

10. Data Usage & Privacy

User information may be collected for:

Service delivery
Compliance with regulatory requirements
Improving platform experience

Investeria does not sell personal data but may share information with regulators, exchanges, or authorized partners when required.

11. Regulatory Compliance

Investeria operates under applicable Indian laws including SEBI regulations and NSE/BSE guidelines. Stock exchanges are not responsible for any claims arising from services provided by Investeria.

12. Suspension & Termination

Investeria reserves the right to:

Suspend or terminate accounts
Restrict access without prior notice

Especially in cases of policy violations, suspicious activity, or regulatory requirements.

13. Amendments

Investeria may modify these Terms at any time. Continued use of the platform constitutes acceptance of updated Terms.

14. Governing Law & Jurisdiction

These Terms are governed by Indian laws. All disputes shall be subject to the jurisdiction of courts in India.

Use of this platform is entirely at your own risk.

General Terms and Conditions

Before using our online trading services, clients must complete the required registration process as outlined on our website. Please follow the instructions provided to register successfully.

Clients are responsible for their own investment decisions, evaluating their financial circumstances and investment goals. Investeria provides information for reference only, and clients should not hold Investeria or its affiliates liable for any trading losses or damages incurred. It is recommended that clients seek independent professional advice for investment decisions. Investeria employees are not authorized to offer investment advice, and clients should not rely on any advice from Investeria staff.

Online Payment

Investeria has partnered with secure payment gateways, reputable banks, and other approved service providers to facilitate seamless online payments from our registered clients. You can access the online payment option through:

Client Back Office Login
Mobile Trading Application
Our Official Website: www.investeria.in

These platforms ensure that your transactions are safe, quick, and convenient.

For any assistance or inquiries regarding online payments, please contact our support team.

SecurePass: Safety Measures Online

Investeria provides clients with a secure online trading platform accessible via a unique username and password. The platform features stringent Two-Factor Authentication (2FA) for added security, requiring both a password and a 6-digit PIN or app-based authentication. Clients can reset their passwords anytime using the ‘Forgot Password’ link, which sends a reset link to their registered email.

Clients are responsible for keeping their login credentials confidential and are liable for all transactions made using their account. In case of suspected unauthorized access or security issues, clients must notify Investeria immediately. Adherence to these protocols ensures a safe and secure trading experience in line with SEBI and Exchange guidelines.

Trade Account Care

Clients are obliged to make all payments to Investeria within the stipulated time. Delayed payments may result in refusal of transactions or closure of positions at the discretion of Investeria. Any associated costs or losses shall be solely borne by the client. Payments must originate from the client's account and not from any third party.

Clients authorize Investeria to release payments due to them from their trading account upon specific request.

Delivery of securities to Investeria must occur within 24 hours of executing a sale order or one day before the pay-in date, whichever is earlier. Clients are solely responsible for any losses incurred due to delays in delivery. Investeria does not accept third-party shares or payments.

Investeria may credit securities directly to the client's demat account. Securities in the no-delivery period will be credited at the time of trade settlement. However, Investeria reserves the right to withhold securities if the client has outstanding liabilities.

Investeria may consider any funds or securities in the client's account as margin received.

Orders

All orders for securities made through Investeria’s Online Trading System under the Client’s Username are considered to be authorized by the Client.

Investeria may set and adjust limits on the Client’s orders (such as exposure and turnover limits) based on its risk assessment and other factors. These limits can be changed without prior notice, and Investeria is not liable for any issues arising from these changes or the Client’s inability to place orders as a result.

Clients must provide their identification details when placing orders by phone to verify their identity.

Transactions will follow Exchange Provisions, and Investeria is not responsible for any delays or losses in order execution. The Client agrees that market orders will be executed at the price available at the time by the exchange’s system, which may differ from the trading price when the order was placed.

Zero Brokerage Deals

Equity Delivery Brokerage: NIL (Rs. ZERO)
Equity Intraday / Future Brokerage: Rs.7/- per executed order or 0.02%, whichever is lower.
Options Brokerage: Rs.7/- per lot.

Applicable terms & conditions:

Enroll with Investeria - Stocks & Mutual Funds App between 01-July-2024 and 31-August-2024 to take advantage of this exclusive offer. Open your trading and demat account at zero cost.
Account activation is subject to IPV and due diligence as per regulations. Start trading after transferring funds from your registered bank account.
For call and trade services, a nominal fee of Rs. 25 per order or 2%, whichever is lower, applies.
Annual maintenance charges for the demat account are Rs. 500 from the second year. Note: This offer excludes commodities trading.
Terms and conditions apply. Contact support@investeria.in for details.

Trading, Settlement & Accounts

By placing an order through Investeria's website, trading terminal, or mobile app, clients agree that their orders will be forwarded to the Exchange. Orders placed by other means will be handled at Investeria's discretion.

Orders submitted during trading hours are routed for market execution. Clients receive order confirmations via email or SMS, which must be reviewed immediately. If a confirmation is not received, clients must follow up with Investeria.

Order modifications or cancellations are only processed if requested before execution.

Clients must report errors or discrepancies within 24 hours of receipt. Investeria reserves the right to accept or reject client objections.

Online Account Opening

Online account opening with AADHAAR is available exclusively for Indian residents opening personal accounts (excluding HUFs, corporate entities, and NRIs).

During the online account setup, your data will be retrieved from the KYC database and cannot be modified.

Document collection for account opening is dependent on the availability of our representatives at the specified time and location.

Representations & Warranties

The Client confirms they are authorized to enter into this agreement and it does not breach any other agreements. They agree to provide all necessary information, such as PAN or Unique Identification Number, and confirm all provided details are accurate.

The Client acknowledges the potential interruptions and technical issues associated with online trading. They accept that Investeria and the Exchange cannot guarantee continuous, uninterrupted access to the online trading services. Therefore, the Client will not hold Investeria or the Exchange liable for any service disruptions.

The Client warrants ownership and clear title of all securities deposited with Investeria. They also agree to indemnify Investeria against any losses or claims arising from the misuse of their user ID and password. The Client authorizes Investeria to take necessary actions to complete transactions on their behalf, though Investeria is not obligated to do so.

Terms & Conditions