PRIVACY POLICY

IMPORTANT: YOU MUST READ , ACCEPT AND CONFIRM THE FOLLOWING DISCLAIMER BEFORE CONTINUING.

In the course of using this website https://www.investmentz.com or availing the products and services vide the online application forms and questionnaires, Asit C. Mehta Investment Intermediates Ltd. and its affiliates may become privy to the personal information of its customers, including information that is of a confidential nature.

Asit C. Mehta Investment Intermediates Ltd. is strongly committed to protecting the privacy of its customers and has taken all necessary and reasonable measures to protect the confidentiality of the customer information and its transmission through the world wide web and it shall not be held liable for disclosure of the confidential information when in accordance with this Privacy Commitment or in terms of the agreements, if any, with the Customers.

Asit C. Mehta Investment Intermediates Ltd. endeavors to safeguard and ensure the security of the information provided by the Customer. Asit C. Mehta Investment Intermediates Ltd. uses 256-bit encryption, for the transmission of the information, which is currently the permitted level of encryption in India. When the information provided by the Customers is not transmitted through this encryption, the Customers’ system (if configured accordingly) will display an appropriate message ensuring the best level of secrecy for the Customer’s information.

The Customer would be required to cooperate with Asit C. Mehta Investment Intermediates Ltd. in order to ensure the security of the information, and it is recommended that the Customers necessarily choose their passwords carefully such that no unauthorized access is made by a third party. To make the password complex and difficult for others to guess, the Customers should use combination of alphabets, numbers and special characters. The Customers should undertake not to disclose their password to anyone or keep any written or other record of the password such that a third party could access it.

Asit C. Mehta Investment Intermediates Ltd. undertakes not to disclose the information provided by the Customers to any person, unless such action is necessary to:

  • Conform to legal requirements or comply with legal process;
  • Protect and defend Asit C. Mehta Investment Intermediates Ltd.’ or its Affiliates’ rights, interests or property;
  • Enforce the terms and conditions of the products or services; or
  • Act to protect the interests of Asit C. Mehta Investment Intermediates Ltd., its Affiliates, or its members, constituents or of other persons.

The Customers shall not disclose to any other person, in any manner whatsoever, any information relating to Asit C. Mehta Investment Intermediates Ltd. or its Affiliates of a confidential nature obtained in the course of availing the services through the website. Failure to comply with this obligation shall be deemed a serious breach of the terms herein and shall entitle Asit C. Mehta Investment Intermediates Ltd. or its Affiliates to terminate the services, without prejudice to any damages, to which the customer may be entitled otherwise.

Asit C. Mehta Investment Intermediates Ltd. will limit the collection and use of customer information only on a need-to-know basis to deliver better service to the customers. Asit C. Mehta Investment Intermediates Ltd. may use and share the information provided by the Customers with its Affiliates and third parties for providing services and any service-related activities such as collecting subscription fees for such services, and notifying or contacting the Customers regarding any problem with, or the expiration of, such services. In this regard, it may be necessary to disclose the customer information to one or more agents and contractors of Asit C. Mehta Investment Intermediates Ltd. and their sub-contractors, but such agents, contractors, and sub-contractors will be required to agree to use the information obtained from Asit C. Mehta Investment Intermediates Ltd. only for these purposes.

The Customer authorizes Asit C. Mehta Investment Intermediates Ltd. to exchange, share, part with all information related to the details and transaction history of the Customers to its Affiliates / banks / financial institutions / credit bureaus / agencies/participation in any telecommunication or electronic clearing network as may be required by law, customary practice, credit reporting, statistical analysis and credit scoring, verification or risk management and shall not hold Asit C. Mehta Investment Intermediates Ltd. liable for use or disclosure of this information.

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Fees and other financial terms and conditions for investing in stock baskets:

  • The client agrees to pay the fees calculated in the manner and on the rates as provided in the Schedule I.
  • The Basket profits or returns would include any dividends, benefits received out of corporate actions.
  • All the costs, fees, charges as per schedule I and expenses of whatsoever nature incurred by us in connection with the acquisition, holding, sale and transfer, in respect of the dematerialized state charges of the Depository Participant, in respect of Securities shall be paid by the Client.
  • A new separate DP account is required for all investors for the basket investments.
  • For new and existing clients, the Demat account will be used only for equity basket and Investor is free to open separate Demat account for self managed investment.
  • During the course of investment, we will invest as close as possible to the basket amount. Some small surplus to be left due to rounding off that amount will be managed /invest/return to the investor as suitable.
  • The stocks in the basket will be as per the discretion of the ACMIIL. These stocks would be reviewed from time to time and the rebalancing, (if any), of the stocks in the basket would be at the discretion of ACMIIL.
  • You are free to exit basket wise or exit from all basket at any point of time. You are not allowed to selectively exit from any stock or add any stock to the basket.
  • In case of a bank mandate, we will need 20% more mandate of the basket amount as the stock price will fluctuate time to time. The amount taken from bank would be actual value of Basket.
  • The Client agrees that in the event of a dispute, the Claims, if any, by the Client cannot exceed the fees paid by the Client for the year for advisory services in Rupee terms.
  • The client agrees that in case of any dispute, the claim and/or disputes will be referred to arbitration as per the Rules, Bye-laws and Regulations of the Stock Exchange where the trade is executed and the circulars/notices issued there under as may be in force from time to time.
  • As a SEBI registered stock broker, we are permitted to act as an adviser. This product is part of our advisory activity.
  • As a SEBI registered stock broker, we are permitted to act as an adviser. This product is part of our advisory activity.

Schedule I

Fees Structure
Nature of FeesFees
Basket FeesINR 300 per basket + GST (Charged upfront)
Advisory Fees (Second year onwards)2% p.a+ GST (Charged upfront on Basket Value)
Approx Transaction Charges0.13%
Note: In Basket fees and Management Fees, GST will be recovered at the applicable rate.
Transaction charges includes Brokerage, STT, Stock Exchange charges, Stamp duty, SEBI Charges & GST

Fees Structure Example:

Suppose Client A has bought 1 basket for 36 months so he will pay INR 300 per basket as Basket fees for 36 months and from 13th month onwards he will pay Advisory fees for 1st basket as one year ends for the basket. So, after completion of one year the client A has to pay the Basket fees (13th month fresh basket) as well advisory fees (1st basket upfront Advisory fees for second year).

Transaction Charges Includes
HeadsRate
STT (Central Govt)0.1% on Transaction Value
Transaction Charges (Stock Exchange)0.0034% on Transaction Value
Stamp Duty & SEBI Charges0.011% on Transaction Value
GST18% on Transaction Charges.
  • I have understood that Investment in securities market is subject to market risk, read all the related documents carefully before investing. Past performance is not indicative of future performance and future results. The recommendations made by ACMIIL could be those that are based on its own research or on the advice of a SEBI registered Investment Adviser.
  • I have understood the equity basket fees terms and other financial conditions and the clarifications required by me. I understand that the investment in Equity basket is subject to risk associated with equity investments. I have understood the investment process and other aspects of the product.
  • I hereby agree to participate.

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