Onboarding of Clients

• Sharing of agreement copy
• Completing KYC of clients

Disclosure to Clients

• To provide full disclosure about its business, affiliations, compensation inthe agreement.
• To not access client’s accounts or holdings for offering advice.
• To disclose the risk profile to the client.

To provide investment advice to the client based on the risk-profiling of the clientsand suitability of the client.