Attract wealth like a magnet, one disciplined call at a time.

About the Research Analyst

Neha Gupta, Proprietor of Wealth Magnet, is an Individual Research Analyst having her office at C101 Maharana Pratap Enclave, Pitam Pura, New Delhi, National Capital Territory of Delhi, 110034.

Neha Gupta was registered with SEBI as an Individual Research Analyst vide Registration Number INH000016542 on 21 June 2024.

About the Proprietor

Ms. Neha Gupta holds a degree in Masters in Commerce (Finance) and is a CA Intermediate. She uses her skills and market knowledge to build services that help investors work toward financial freedom.

Details of business activities

Ms. Neha Gupta provides research services on equity stocks, index, futures and options and other derivatives, offering short-term and long-term recommendations based on both fundamental and technical analysis.

Disciplinary history

There are no outstanding litigations or disciplinary history against Wealth Magnet.

Terms on which research is issued

Wealth Magnet exercises due diligence in checking the correctness and authenticity of information contained in its research, so far as it relates to current and historical data, but does not guarantee its accuracy or completeness. Opinions expressed are based on current research as of the date of publication and may change without notice.

Wealth Magnet does not accept liability arising from use of any document or information contained herein. Recipients should rely on their own judgment and take independent professional advice before acting on any recommendation.

Interest disclosures

• Wealth Magnet or its associates, including relatives, do not hold any financial interest in the companies recommended.
• No actual/beneficial ownership of more than 1% in any covered company.
• No other material conflict of interest.
• Not affiliated with any other intermediaries; no brokerage or commission received from any third party.
• No compensation received from any covered company in the past twelve months.
• Has not managed or co-managed any public offering of securities in the past twelve months.
• Has not served as an officer, director or employee of any covered company, and has not engaged in market-making activity for any covered company.

Wealth Magnet ensures that facts mentioned in its research are taken from reliable sources; investors are nonetheless advised to independently evaluate market conditions and risks before making any investment decision.

Wealth Magnet does not guarantee returns and does not offer portfolio management or investment advisory services beyond the scope of SEBI-registered research analyst activities. Fees, if any, are collected only through banking channels against a signed acknowledgement.

A. Vision & Mission

Vision: Invest with knowledge & safety.
Mission: Every investor should be able to invest in the right products based on their needs, manage and monitor them to meet their goals, access reports, and enjoy financial wellness.

B. Business transacted by the Research Analyst

• Publishing research reports based on the RA's own research activities
• Providing an independent, unbiased view on securities
• Offering unbiased recommendations, disclosing financial interests in recommended securities
• Basing recommendations on analysis of publicly available information and known observations
• Conducting an annual compliance audit
• Ensuring all advertisements adhere to the Advertisement Code for Research Analysts
• Maintaining records of interactions with all clients, including prospective clients

C. Services to investors

Onboarding: sharing terms and conditions of research services; completing KYC of fee-paying clients.

Disclosure: material information for informed decisions — business activity, disciplinary history, terms of research services, associates, risks and conflicts of interest; extent of use of AI tools; conflicts in third-party research distribution; confidentiality until public release; data privacy protection; service timelines; clear guidance on complex/high-risk products; honesty and non-discriminatory distribution of research.

D. Grievance redressal mechanism

An investor may approach Wealth Magnet directly; grievances are addressed within 21 days of receipt.

SCORES 2.0 — SEBI's centralised, web-based grievance redressal system (scores.sebi.gov.in) — with two-level review, first by the Research Analyst Administration and Supervisory Body (RAASB), then by SEBI.

If unsatisfied with the resolution, investors may escalate to the SMARTODR platform (smartodr.in) for online conciliation or arbitration.

Physical complaints: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai – 400051

E. Rights of investors

• Right to privacy and confidentiality
• Right to transparent practices and fair, equitable treatment
• Right to adequate, initial and continuing disclosure
• Right to fair and true advertisement
• Right to be informed of service timelines and turnaround times
• Right to be heard and to timely, satisfactory grievance redressal
• Right to exit a service as per agreed terms
• Right to clear guidance on complex/high-risk products
• Additional rights for vulnerable/differently-abled consumers, including access in a suitable manner and the right to provide feedback
• Right against coercive, unfair or one-sided contractual clauses

F. Expectations from investors

Do's:

1. Always deal with a SEBI registered Research Analyst
2. Verify the RA's valid registration certificate and registration number on the SEBI website
3. Pay attention to disclosures made in research reports before investing
4. Pay fees only through banking channels and retain signed receipts (CeFCoM where applicable)
5. Check the RA's research recommendation before buying/selling securities
6. Ask questions and clear doubts before acting on any recommendation
7. Seek clarification for complex or high-risk products
8. Know your right to discontinue the RA's services as per agreed terms
9. Provide feedback on services received
10. Report any RA offering assured/guaranteed returns to SEBI

Don'ts:

1. Do not provide funds for investment to the Research Analyst
2. Do not fall for luring advertisements or market rumours
3. Do not get attracted to limited-period discounts or incentives/gifts offered by an RA
4. Never share login credentials or passwords of trading, demat or bank accounts with the Research Analyst

Download the full Investor Charter (PDF) →

If you have a grievance, reach out to our support team for assistance using the escalation matrix below. All designations at Wealth Magnet are currently held by the Proprietor, Neha Gupta.

Designation	Contact Person	Contact No.	Email	Working Hours
Customer Care	Neha Gupta	(879) 976-6762	business.teamneha@gmail.com	Mon–Fri, 9 AM – 5 PM
Head of Customer Care	Neha Gupta	(879) 976-6762	business.teamneha@gmail.com	Mon–Fri, 9 AM – 5 PM
Compliance Officer	Neha Gupta	(879) 976-6762	business.teamneha@gmail.com	Mon–Fri, 9 AM – 5 PM
CEO	Neha Gupta	(879) 976-6762	business.teamneha@gmail.com	Mon–Fri, 9 AM – 5 PM
Principal Officer	Neha Gupta	(879) 976-6762	business.teamneha@gmail.com	Mon–Fri, 9 AM – 5 PM

Address: C101 Maharana Pratap Enclave, Pitam Pura, New Delhi

The above details help complainants approach the concerned RA before filing a complaint with SEBI. We aim to resolve all grievances within 21 working days of receipt.

If unresolved within this timeframe, escalate to SEBI's SCORES platform: scores.sebi.gov.in.

If still unsatisfied, access the Online Dispute Resolution portal: smartodr.in.

Received From	Pending (Start)	Received	Resolved*	Total Pending#	Pending > 3 mo.	Avg. Resolution (days)^

Trend of monthly disposal

Month	Carried Forward	Received	Resolved*	Pending#

Trend of annual disposal

Year	Carried Forward	Received	Resolved*	Pending#

* Inclusive of complaints from previous periods resolved in the current period. # Inclusive of complaints pending as of the last day of the period. ^ Sum of resolution days for the period ÷ complaints resolved in the period.

All promotional and marketing material published by Wealth Magnet — on this website, social media, or elsewhere — is prepared in adherence to the SEBI Advertisement Code applicable to Research Analysts.

• Registration granted by SEBI, and certification from NISM, in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
• Wealth Magnet does not guarantee or assure any fixed, minimum, or specific returns to any client or prospective client through any advertisement, testimonial or communication.
• Past performance of any recommendation is not indicative of future results.
• No advertisement contains any misleading or exaggerated claim about the products or services offered.
• All advertisements clearly display the SEBI Registration Number (INH000016542) and the standard risk disclosure.
• Testimonials, where displayed, reflect individual subscriber experience and are not representative of typical or guaranteed results.

Research recommendations from Wealth Magnet are distributed to all subscribed clients simultaneously and without discrimination, through the subscription channel (email, WhatsApp, Telegram, or client dashboard) selected at onboarding.

• Research reports and recommendations are based on publicly available information, technical charts and fundamental analysis believed to be reliable.
• Marketing communications (webinars, social posts, promotional messages) are informational and educational in nature and do not constitute investment advice by themselves.
• Wealth Magnet does not use client testimonials to imply guaranteed or assured returns.
• No compensation is received from any company covered in research for favourable coverage.
• Confidentiality of unpublished research is maintained until the report is released to subscribers.

By subscribing to Wealth Magnet's services or submitting your details on this website, you consent to:

• Wealth Magnet collecting and processing your name, contact number, email address and KYC information strictly for onboarding, service delivery and regulatory record-keeping.
• Receiving research recommendations and service communications via email, SMS, WhatsApp or Telegram.
• Wealth Magnet retaining records of client interactions as mandated under SEBI (Research Analysts) Regulations, 2014.
• Your data not being sold or shared with unrelated third parties, except where required by law or regulatory direction.

You may withdraw consent for marketing communications at any time by writing to business.teamneha@gmail.com; this does not affect statutory disclosures Wealth Magnet is required to retain.

The content on this website is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. While Wealth Magnet takes reasonable care to ensure the accuracy of information published, it makes no warranty, express or implied, regarding completeness or timeliness.

• Links to third-party websites are provided for convenience; Wealth Magnet does not control or endorse their content.
• Investment in securities markets is subject to market risk — please read all scheme/product-related documents carefully before investing.
• Wealth Magnet shall not be liable for any direct, indirect or consequential loss arising from use of, or reliance on, this website.

In accordance with SEBI's disclosure requirements on the use of Artificial Intelligence (AI) tools by Research Analysts:

• Wealth Magnet may use AI-based tools for market data analysis, chart pattern recognition and internal research support.
• All final research recommendations, target prices and calls are reviewed, validated and issued solely by Neha Gupta in her capacity as the Registered Research Analyst.
• AI tools are not used to generate investment advice autonomously or to interact directly with clients on recommendation decisions.
• Wealth Magnet remains fully responsible and accountable for all research output, irrespective of the tools used in its preparation.