Securities: KYC is a simple one-time process that has to be undergone while investing in securities markets – When KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not go through the same process once more when you move towards another mediator.

Commodities: The first and foremost requirement for opening a trading account is the trader/investor should be aware of the documents/proofs submitted by none other than you. Please be aware to avoid any misleads in documentation and signature.

Procedure to file a complaint on SEBI SCORES : Register on SCORES portal and SEBI SCORES 2.0.  Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances

Click on the provided link to learn about the process for submitting a complaint on the ODR platform  and Sebi Master Circular for ODR for resolving investor grievances.

Disclaimer: Investment in the securities market is subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit

Prevent unauthorized transactions in your account. Update your mobile numbers/email IDs with your stock brokers. Receive information of your transactions directly from Exchange on your mobile/email at the end of the day. Issued in the interest of investors. All clients have to update their email id and mobile number with Member: Investor Grievance [email protected]

Investors are requested to note that Invexmart Financial Services Private Limited is permitted to receive money from investor through designated bank accounts only named as Up streaming Client Nodal Bank Account (USCNBA). that Invexmart Financial Services Private Limited is also required to disclose these USCNB accounts to Stock Exchange. Hence, you are requested to use following USCNB accounts only for the purpose of dealings in your trading account with us.

Clients | investors are requested to refrain from dealing in any schemes of unauthorized collective investments, portfolio management, guaranteed Return etc.

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 on “Analysis of Profit and Loss of Individual Traders dealing in equity Futures and Options (F&O) Segment”, wherein Aggregate Level findings are based on annual Profit/Loss incurred by individual traders in equity F&O during FY 2021-22.