Review moneyVia's important regulatory disclosures, client policies, grievance process, and standard market-risk information in one place.
This page brings together the key policies and disclosures applicable to visitors, prospective clients, and registered clients of moneyVia Financial Services.
moneyVia Financial Services provides research and market information in accordance with the applicable regulatory framework. Research views may change when market conditions, company information, or risk factors change.
The company, its research personnel, or associated persons may have interests in securities discussed in research material where permitted by law. Any material conflict of interest applicable to a recommendation will be disclosed with the relevant report.
Clients are entitled to fair, transparent, timely, and professional research services. They should receive clear information about service scope, fees, risks, complaint channels, and the limitations of research recommendations.
Investors should provide accurate KYC and risk-profile information, review all communication carefully, maintain confidentiality of login credentials, and independently assess whether a recommendation is suitable for their objectives and risk appetite.
Client complaints are recorded, acknowledged, reviewed, and closed through a documented compliance process. Status information is updated periodically after reconciliation with the internal grievance register.
For the latest complaint status or a complaint-specific update, contact the compliance desk with your registered email address and complaint reference number.
Raise your concern first with our support desk at support@moneyvia.com. If the matter remains unresolved, write to the Compliance Officer at compliance@moneyvia.com with your Client ID, contact details, supporting documents, and a clear description of the issue.
We aim to acknowledge complaints promptly and provide a reasoned response within the timeframe prescribed by applicable regulations. Investors may use the appropriate SEBI grievance platform when an eligible complaint is not resolved satisfactorily.
Research content is provided for informational and educational purposes and does not guarantee returns. Market prices can move rapidly, and past performance is not indicative of future results.
Clients remain responsible for their investment and trading decisions. Consider your financial position, investment objectives, experience, and risk tolerance, and consult an independent professional where necessary.
We may collect identity, contact, KYC, transaction-reference, device, and service-usage information required to onboard clients, provide research services, maintain security, meet legal obligations, and respond to support requests.
Information is used only for legitimate business, compliance, security, and service-delivery purposes. It may be shared with authorized service providers or regulatory authorities when required, subject to appropriate safeguards. We do not sell personal information.
Reasonable technical and organizational safeguards are used to protect data. Clients may contact support@moneyvia.com to request access, correction, or assistance regarding their personal information, subject to legal retention requirements.
Service fees are charged for access to research services and resources. Before making payment, clients should review the selected service, duration, inclusions, pricing, taxes, and suitability.
Refund requests, where legally permissible, are assessed against the service activation status, resources already delivered, and the written terms accepted at purchase. Approved refunds are processed to the original payment method after required verification.
Investment in the securities market is subject to market risks. Read all related documents carefully before investing.
Registration granted by SEBI, enlistment with BSE, and certification from NISM do not guarantee the performance of an intermediary or provide any assurance of returns to investors. Securities quoted are for illustration only and are not recommendatory unless expressly stated in an authorized research report.