Vision
To become a trusted partner for investors by delivering transparent, ethical, and client-centric investment advisory services, enabling informed financial decisions and lasting financial prosperity.
Mission
Our mission is to consistently provide clear, impartial, and reliable financial advice, empowering investors through transparency, integrity, proactive risk management, and ongoing education.
Our Commitment to Investors
🗸 Integrity and Transparency
Clear, accurate, and timely disclosures about advisory fees, conflicts of interest, and investment recommendations.
🗸 Client-Centric Approach
Tailored investment strategies based on each client’s financial goals, risk profile, and unique circumstances.
🗸 Professionalism and Excellence
Highest standards of conduct, with continuous learning to enhance the quality of advisory services.
🗸 Responsiveness
Prompt, courteous, and meaningful responses to all investor queries and concerns.
🗸 Education and Empowerment
Regular updates on market trends, investment strategies, and risk management to keep clients informed.
🗸 Regulatory Compliance
Strict adherence to SEBI guidelines, always upholding fiduciary duties and investor trust.
Investor Rights
🗸 Right to Clear Information
To receive clear, concise, and understandable details about investment products, strategies, and associated risks.
🗸 Right to Fair Treatment
To be treated fairly, equitably, and respectfully by advisors at all times.
🗸 Right to Unbiased Advice
To access professional and impartial advice focused solely on the investor’s best interests.
🗸 Right to Confidentiality
To complete privacy and protection of all personal and financial information shared with us.
🗸 Right to Timely Responses
To receive prompt and meaningful replies to all investment-related queries, feedback, or grievances.
🗸 Right to Timely Updates
To be informed without delay about any changes in terms, advisory fees, or regulatory policies impacting advisory services.
Grievance Redressal Mechanism
🗸 Investors can raise concerns or complaints directly through email or phone.
🗸 Acknowledgment of complaints within 48 hours.
🗸 Resolution of grievances within a reasonable timeframe, typically not exceeding 30 days.
🗸 Investors may escalate unresolved grievances to SEBI’s SCORES portal (scores.gov.in).
Responsibilities of Investors
🗸 Provide complete and accurate personal and financial information.
🗸 Promptly inform advisors of any changes in financial situations, objectives, or risk tolerance.
🗸 Review advisory communications and seek clarification if required.
🗸 Make informed decisions and actively participate in financial planning.
🗸 Notify advisors immediately regarding any dissatisfaction or grievance.
Eraqus Investment Advisors is committed to maintaining a transparent, respectful, and client-focused advisory relationship, fostering mutual trust and financial security.