CLIENT ONBOARDING

Terms, MITC and disclosures

Research Analyst: Wealth Vision Research
SEBI registration: INH000029379
BSE enlistment: 7419
Registered address: No. 25/1, Edwin Nagar, Ganapathy, Coimbatore, Tamil Nadu 641006, India
Telephone: +91 90956 79744
Grievance contact: https://wealthvisionresearch.com/grievance-redressal

Service and consent

The selected subscription provides research services for the stated duration. Operational WhatsApp messages may include payment confirmation, access delivery and daily expiry reminders during the final seven days; renewal reminders stop after confirmed renewal payment. The Research Analyst cannot execute purchase or sale transactions for you. You must make and execute your own investment decisions.

Fees and refund

The fee shown at checkout is the agreed fee for the selected service and period. Statutory charges, if any, are shown separately. On eligible premature termination under the agreed terms, the fee for the unexpired period will be refunded proportionately and no breakage fee will be charged. CeFCoM is an optional centralised fee collection mechanism available to clients of eligible registered RAs.

Risk disclosure

Investments in securities are subject to market risk. Registration granted by SEBI and certification from NISM do not guarantee the performance of an intermediary or assure returns. Research recommendations do not guarantee profit or protection from loss.

KYC and identity

Fee-paying clients must complete the applicable KYC process. Initial onboarding verifies the mobile number; identity information and the detailed KRA record are collected separately when requested. Mobile, consent, payment and access-delivery records are processed for compliance, support and fraud prevention. Full PAN is not retained in the ordinary portal database.

Access

Scanner and Telegram access is personal, non-transferable and limited to the subscription period. Shared credentials or invitations may be revoked. Paid access begins after payment confirmation. KYC information is collected and reviewed separately as part of the compliance process and does not delay initial access.

Records and grievances

Electronic consent and service interactions may be retained for the period required by law. Contact the grievance address above first; applicable SEBI, SCORES and online dispute-resolution channels remain available.