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Code of Conduct

Our commitment to integrity, transparency, and ethical business practices.

Introduction

At Ideas2Invest, we are committed to maintaining the highest ethical standards and integrity in all our operations. This Code of Conduct serves as a guiding framework for our employees, partners, and associates.

Integrity & Transparency

We act with honesty, fairness, and transparency in all interactions with clients, regulators, and stakeholders. Misrepresentation or misleading communication is strictly prohibited.

Client-Centric Approach

Our clients’ interests are our top priority. All recommendations, services, and communications are designed to protect and enhance investor wealth while ensuring suitability based on risk appetite and goals.

Confidentiality

We safeguard client information with utmost care. Personal and financial data is collected, stored, and processed strictly in line with our Privacy Policy and regulatory requirements.

Compliance with Regulations

We comply with all applicable laws, SEBI regulations, and industry standards. All investment-related advice is provided in accordance with regulatory frameworks.

Avoidance of Conflict of Interest

Employees and associates must avoid situations where personal or financial interests could conflict with client interests. Any potential conflicts must be disclosed immediately.

Professionalism

All employees and representatives are expected to demonstrate professionalism, respect, and accountability in their conduct with clients, colleagues, and stakeholders.

Reporting & Accountability

Any violation of this Code of Conduct must be reported promptly to the compliance team. Strict disciplinary action will be taken against non-compliance.

Commitment

By engaging with Ideas2Invest, all stakeholders commit to upholding the principles outlined in this Code of Conduct.

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Frequently Asked Questions

Ideas2Invest is an AMFI Registered Mutual Fund Distributor providing investment advisory, wealth management, and financial planning services.

Yes, our initial consultation is completely free to help you understand your investment options.

You can start by filling out the contact form, and our team will get back to you within 24 hours.

Yes, we provide ELSS and other tax-saving investment solutions.

We offer mutual fund investments, insurance solutions, portfolio management, and more tailored financial services.

Yes, we are AMFI Registered Mutual Fund Distributor with ARN - 113588.

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