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Investor Charter
Karavali Trading Zone is committed to promoting responsible investing through knowledge, transparency, ethical financial education, investor awareness, and disciplined market participation.
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Investor Awareness & Protection
Investors are encouraged to understand market risks, conduct independent research, and make informed financial decisions before investing or trading in securities markets.
Vision & Mission
Vision
To promote responsible investing through knowledge, transparency, and ethical financial education.
Mission
To help investors and traders understand financial markets better through research, awareness, and educational guidance while encouraging disciplined and informed decision-making.
Services Offered
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Research Insights
Research-based market insights and educational analysis.
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Training Programs
Educational programs and trading workshops.
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Investor Awareness
Investor awareness sessions and financial market learning materials.
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Trading Environment
Trading floor educational environment for practical learning.
Commitments to Investors & Clients
- Providing unbiased and research-oriented views.
- Maintaining transparency in communication.
- Clearly disclosing risks associated with securities markets.
- Avoiding false or misleading advertisements.
- Maintaining confidentiality of client information.
- Treating all investors fairly and honestly.
- Following SEBI rules and regulations applicable to Research Analysts.
Important Investor Rights
- Right to receive fair and transparent services.
- Right to receive proper disclosures and risk information.
- Right to ask questions and seek clarifications.
- Right to privacy and confidentiality of personal information.
- Right to file complaints or grievances.
- Right to exit services as per agreed terms and conditions.
- Right to receive communication free from misleading claims.
Responsibilities of Investors
Investors Should:
- Deal only with SEBI-registered intermediaries.
- Read all disclosures carefully.
- Understand market risks before investing.
- Make independent investment decisions.
- Ask questions whenever in doubt.
- Maintain proper payment records.
- Use official communication channels only.
Investors Should Not:
- Expect guaranteed profits or fixed returns.
- Share trading or demat login credentials.
- Act based on rumors or social media tips alone.
- Transfer money to personal accounts without verification.
- Believe unrealistic profit screenshots or promises.
Risk Disclosure
Investments in securities markets are subject to market risks.
Past performance does not guarantee future returns.
Trading and investing involve the possibility of financial loss. Clients and investors are advised to assess their risk appetite before taking investment decisions.
Grievance Redressal Mechanism
For any complaints, queries, or grievances, investors may contact:
Karavali Trading Zone
📧 Email: info@karavalitrading.com
📞 Mobile: +91 7676969562
Karavali Trading Zone shall make reasonable efforts to address grievances within a reasonable time.
If unresolved, investors may approach:
- Securities and Exchange Board of India
- SCORES Platform
- Appropriate regulatory authorities
