Standard Dos & Don’ts
Do’s:
1. Invest wisely: Invest based on your risk tolerance, financial goals, and time horizon.
2. Diversify: Spread investments across asset classes to minimize risk.
3. Research: Verify information before making investment decisions.
4. Stay informed: Regularly update yourself on market trends and news.
5. Consult experts: Seek advice from SEBI-registered investment advisors like WealthUnits.
Don’ts:
- Don’t invest based on tips: Avoid investing solely on unverified tips or rumors.
2. Don’t put all eggs in one basket: Avoid over-exposure to a single asset class or stock.
3. Don’t trade impulsively: Avoid making emotional or impulsive investment decisions.
4. Don’t ignore risks: Understand and acknowledge potential risks before investing.
5. Don’t deal with unregistered entities: Only deal with SEBI-registered entities like WealthUnits.
Additional Guidelines:
1. Read documents carefully: Understand all documents, including terms and conditions, before investing.
2. Keep records: Maintain records of all investments and transactions.
3. Report suspicious activities: Inform SEBI or WealthUnits about any suspicious activities.
4. Don’t share personal information: Keep personal and financial information confidential.
Disclaimer:
WealthUnits is a SEBI-registered in Research Analyst. Our advice and services are subject to SEBI regulations and guidelines. Investors must take responsibility for their investment decisions and acknowledge the risks involved.