Phoenix Financial Services — Trusted Wealth Advisors - INH000028699 - Bse enlistment No. 7356 Investment in securities market are subject to market risks - INH000028699 - Bse enlistment No. 7356 Read all related documents carefully before investing - INH000028699 - Bse enlistment No. 7356 Phoenix Financial Services — Trusted Wealth Advisors - INH000028699 - Bse enlistment No. 7356 Investment in securities market are subject to market risks - INH000028699 - Bse enlistment No. 7356 Read all related documents carefully before investing - INH000028699 - Bse enlistment No. 7356 Phoenix Financial Services — Trusted Wealth Advisors - INH000028699 - Bse enlistment No. 7356 Investment in securities market are subject to market risks - INH000028699 - Bse enlistment No. 7356 Read all related documents carefully before investing - INH000028699 - Bse enlistment No. 7356

Investor Charter

Investor Charter in respect of Research Analyst (RA) Annexure - A

Vision: Invest with knowledge & safety.

Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.