Consumer Charter

Adopted pursuant to IFSCA Circular No. F. No. IFSCA-LPRA/4/2025-Legal and Regulatory Affairs dated May 08, 2026 and in alignment with the IFSCA Consumer Charter published at ifsca.gov.in

A. Vision

To be a trusted, transparent and responsible financial services entity in the IFSC ecosystem, committed to delivering fair, efficient and secure services across capital markets, while upholding the highest standards of consumer protection and regulatory compliance.

B. Mission

• To act with integrity, accountability and in the best interests of our clients at all times.
• To ensure fair and equitable treatment to all financial consumers we serve.
• To conduct responsible business in accordance with applicable IFSCA regulations, circulars and guidelines.
• To promote transparency through accurate and timely disclosures relating to broking services, products, charges and associated risks.
• To continuously foster financial awareness so clients can make informed investment decisions.
• To ensure clients are made aware of the risks involved in capital market transactions before they invest.
• To maintain confidentiality of client personal data and KYC information in accordance with applicable laws.
• To deliver efficient, digital and technology-driven services aligned with global benchmarks.
• To facilitate timely and effective grievance redressal for all clients.

C. Rights of Our Clients

As a client of Bonanza Portfolio (IFSC) Pvt. Ltd., you are entitled to:

• Fair Treatment — Fair and equitable treatment without discrimination.
• Quality Services — Broking services that meet global standards.
• Transparent Information — Clear, accurate and timely information about products, charges, associated risks and terms & conditions before entering into any transaction.
• Timely Corporate Benefits — Receipt of all benefits pursuant to corporate actions in a timely manner.
• Documents on Time — Receipt of all transaction-related documents within timelines specified under IFSCA regulations and circulars.
• Freedom of Choice — Right to choose your broker and right to exit a product or relationship under fair and transparent terms.
• Prompt Responses — Timely responses to your queries regarding products and services offered by us.
• Timely Settlement — Receipt of funds/securities due to you on time, with clear details of charges deducted.
• Secure Digital Services — Convenient and secure online services including onboarding and transaction facilities
• Grievance Redressal — Fair, transparent and timely resolution of your complaints.
• Conflict of Interest Disclosure — Right to seek information about any potential conflicts of interest in the services provided to you.

D. Responsibilities of Our Clients

We request our clients to:

• Transact only with IFSCA-registered entities. Verify our registration on the IFSCA Directory at ifsca.gov.in.
• Deal in capital market products responsibly and avoid speculative decisions without understanding the associated risks.
• Be vigilant about financial scams, including those circulated on social media platforms.
• Familiarise yourself with our Grievance Redressal Mechanism.
• Provide complete, accurate and factual KYC information and documents as required under applicable laws and regulations.

E. Do’s for Our Clients

• Read all account opening documents, risk disclosure documents and trade confirmations carefully before signing.
• Maintain updated contact details and KYC information with us at all times.
• Preserve all transaction records, contract notes and communications received from us.
• Use only established and secure digital channels for transactions and fund transfers.
• Regularly monitor your trading account and ledger balances.
• Check IFSCA’s website ifsca.gov.in regularly for regulatory developments.
• Report any suspicious activity immediately to us and to IFSCA.

F. Don’ts for Our Clients

• Do not share your login credentials, passwords, OTPs or sensitive account information with anyone — including persons claiming to represent us.
• Do not make cash payments for any financial products or services in the IFSC.
• Do not sign blank forms or rely on verbal promises from any agent or service provider.
• Do not fall for schemes, apps or platforms promising unrealistic or guaranteed returns.
• Do not be misled by advertisements that are false, exaggerated, deceptive or based on unverified assumptions.
• Do not provide consent for use of your personal data for any unauthorised activity.
• Do not deal with unauthorised persons or unregistered entities.