Legal & Regulatory

Legal & Regulatory

Our policies, SEBI disclosures and regulatory documents.

SEBI Disclosures

Registration, terms and payment disclosures required of us as a SEBI-registered entity.

• Research Analyst

  SEBI RA registration, grievance redressal and audit status.

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• Investment Adviser

  SEBI IA disclosures, grievance redressal and regulatory disclosures.

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• Most Important Terms & Conditions

  Key terms for research services (SEBI RA / RAASB).

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• Payment via UPI for Investors

  Standardised @valid UPI IDs for payment collection.

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Policies & Notices

How we handle your data, your money and the performance figures we publish.

• Privacy Policy

  How we collect, use and protect personal data (DPDP Act 2023).

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• General Disclaimer

  Registration details, terms of use and investment-risk disclaimers.

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• Calculation Methodology of Performance Metrics

  How every published performance metric is calculated, with the CA certificates.

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• Account Closure – Finn

  How to delete your Finn account, and what data is retained afterwards.

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