Investor Charter - OPTION EXPERT

Vision & Mission

Vision: To be a trusted and transparent research analyst firm that empowers investors with accurate, timely, and ethical market intelligence.

Mission: To provide unbiased, data-driven research services that help investors make informed decisions, while upholding the highest standards of integrity, compliance, and investor protection.

Rights of Investors

As a client of OPTION EXPERT, you have the right to:

Receive unbiased and honest research recommendations.
Be informed about the risks associated with any recommendation.
Access all research reports and rationale behind every call.
Receive timely and transparent communication regarding services.
Know about any conflict of interest that may exist.
Lodge a complaint and receive prompt resolution.
Escalate unresolved complaints to SEBI via the SCORES platform.
Withdraw from services as per the terms of the agreement.

Responsibilities of Investors

As an investor, you are responsible for:

Providing accurate and complete information at the time of onboarding.
Reading and understanding all research reports before acting on them.
Exercising independent judgment before making any investment decision.
Informing us of any changes in your financial status or risk profile.
Not sharing or redistributing our research calls with third parties.
Keeping your login credentials and subscription details confidential.
Reporting any unauthorised use of your account immediately.

Services Offered

OPTION EXPERT provides the following SEBI-regulated services:

Equity Research — Stock Cash & Futures
Derivatives Research — Stock Options & Index Options (NIFTY/BANKNIFTY)
Commodity Research — MCX Futures & Options (Bullion, Metals, Energy)
Premium Advisory — Tailored plans for high-capital investors
HNI Platinum — Dedicated advisor with exclusive research access

We do not offer portfolio management services, discretionary trading, or guaranteed return products.

Grievance Redressal Mechanism

1 Level 1

Contact our support team via email or phone. Target resolution: 24 hours.

2 Level 2

Escalate to our Compliance Officer. Target resolution: 3 business days.

3 SEBI SCORES

File complaint at scores.gov.in if unresolved.

Grievance Officer: OPTION EXPERT Compliance Team

Email: expertsolutions015@gmail.com

Phone: +91 9819712441

Address: vashi, Navi Mumbai, Maharashtra 400710

Do's & Don'ts for Investors

Do's

Always verify SEBI registration before subscribing to any advisory.
Read research reports carefully before acting.
Keep records of all recommendations received.
Use stop-loss levels as recommended.
Invest only what you can afford to lose.
Diversify your portfolio across asset classes.

Don'ts

Don't invest based on tips from unregistered advisors.
Don't share your subscription access with others.
Don't invest borrowed money in the stock market.
Don't ignore stop-loss levels in hope of recovery.
Don't fall for promises of guaranteed returns.
Don't ignore risk disclosures in research reports.

Regulatory Information

Company Name OPTION EXPERT

SEBI Registration No. INH000024028

Registration Type Research Analyst (Individual)

Validity Perpetual (subject to compliance)

Regulated Under SEBI (Research Analysts) Regulations, 2014

SEBI Website www.sebi.gov.in

SCORES Portal scores.gov.in

ODR Portal smartodr.in

IMPORTANT DISCLAIMER

Investment in the securities market is subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future returns. OPTION EXPERT is a SEBI registered Research Analyst and does not guarantee any returns.

Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

CONTACT

vashi, Navi Mumbai, Maharashtra 400710

expertsolutions015@gmail.com

+919819712441

RUKHSAR BEGUM MUNAWWER KHAN
Registration No: INH000024028

SEBI registered Research Analyst (INH000024028) | BSE Enlistment No. N/A

GENERAL DISCLAIMER

Investment in securities market is subject to market risk. We do not offer any guaranteed profit service. Before taking expert advice & any services with OPTION EXPERT, Prospect/Client should read all the disclaimers, terms and conditions, disclosure(s) and refund policy published on our website.

We do not accept advisory fee in any personal or Individual bank account. All payments made should be in favor of OPTION EXPERT. All trades will be exclusively on our specific advice. No advice should be taken from anyone else by client.

Risk of loss in trading & investment can be substantial and can even wipe-out complete capital at stake. Investment in securities market are subject to market risks, you are requested to carefully consider whether trading/investment is appropriate for you in light of your experience, objectives, financial resources and other relevant circumstances.

OPTION EXPERT attempts to provide the best suitable research & trading ideas as per Technical and Derivative Analysis. One need to trade inputs as per personal risk-appetite & with strict stop-losses. OPTION EXPERT and/or any of its employees, shall not be liable for losses, if any, incurred by you.

RISK DISCLOSURE 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 Rs. 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

By continuing to use our services and by proceeding further, you are acknowledging the underlying risks and uncertainty associated with trading and investment in financial markets. You agree to bear the full liability for the same.

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