Investor Charter
Your rights, responsibilities, and our commitment to transparent investment services.
Vision & Mission
Our guiding principles for serving investors with integrity and clarity.
Our Vision
Invest with knowledge & safety.
Empowering investors with transparent, research-driven insights for confident financial decisions.
Our Mission
Every investor should be able to invest in the right products based on their needs, manage and monitor them to meet their goals, and enjoy financial wellness.
Business Transacted by the Research Analyst
Research Publications
To publish reports based on research activities.
Independent Analysis
To provide an independent, unbiased view on securities.
Transparent Recommendations
To offer unbiased recommendations, disclosing financial interests.
Data-Driven Insights
To provide recommendations based on publicly available information.
Record Maintenance
To maintain records of interactions with all clients.
Services Provided to Investors
(No indicative timelines are provided for these services)
Onboarding of Clients
- Sharing of terms and conditions
- Completing KYC of fee-paying clients
Disclosure to Clients
- Details of business activity, disciplinary history, risks, and conflicts of interest.
Research Distribution
To distribute reports and recommendations without discrimination.
Data Privacy
To respect data privacy rights and protect confidential information.
Grievance Redressal Mechanism
Primary Resolution
In case of any grievance, an investor should first approach the concerned research analyst. We shall ensure the grievance is resolved within 21 days.
SEBI SCORES Portal
If the issue is not resolved, investors can lodge a complaint on the SEBI SCORES portal or utilize the Online Dispute Resolution (ODR) platform.
Physical Complaints
Investors may also send physical complaints to the SEBI Office of Investor Assistance and Education.
Rights of Investors
Expectations from Investors
Your responsibilities for a secure and successful investment journey.
Do's
Always deal with a SEBI registered Research Analyst and verify their registration number.
Pay fees only through banking channels and maintain payment records.
Ask questions and clear all doubts before acting on any recommendation.
Inform SEBI about any analyst offering assured or guaranteed returns.
Don'ts
Do not provide funds for investment directly to the Research Analyst.
Don't fall prey to luring advertisements, market rumors, or limited-period incentives.
Do not share login credentials and passwords of your trading and demat accounts.