Investor Charter

This Investor Charter is published in accordance with SEBI guidelines to inform investors about their rights, duties, grievance redressal mechanisms, and our fiduciary obligations as their wealth advisor.

1. Vision & Mission of Verlak Fiduciary Advisory

Vision:To establish Verlak as India's most trusted independent wealth management institution, preserving multi-generational family legacies through research-led conviction.
Mission: To provide conflict-free, fee-only investment advisory services with absolute transparency, adhering to the highest standards of regulatory compliance.

2. Rights of Investors

As an advisory client of Verlak Corporation, you have the right to:

• Receive objective, research-backed investment advice aligned with your Risk Profile.
• Receive full transparency regarding advisory fees, with zero hidden commissions.
• Receive consolidated performance reports and custodianship statement updates.
• File grievances and access SEBI SCORES portal for prompt grievance resolution.

3. Fiduciary Responsibilities of Verlak

We pledge to:

• Perform detailed suitability checks and risk profiling before recommending allocations.
• Disclose all material facts, holdings, and potential conflicts of interest immediately.
• Ensure all client data remains strictly private and protected under the DPDP Act 2023.