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Investment in securities market are subject to market risks. Read all the related documents carefully before investing | The securities quoted are for illustration only and are not recommendatory | Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors       Investment in securities market are subject to market risks. Read all the related documents carefully before investing | The securities quoted are for illustration only and are not recommendatory | Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors      
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SEBI COMPLIANCE

Investor Charter

Our commitment to every investor — transparent services, defined rights, and a clear grievance mechanism.

Our Purpose

🔭 Vision

Invest with knowledge & safety.

We envision an India where every investor, regardless of background, has access to professional-grade stock market research and can make confident, informed investment decisions.

🎯 Mission

To enable every investor to invest in the right investment products based on their needs, monitor their portfolios, access timely research, and achieve financial wellness — all under SEBI-compliant and transparent practices.

B. Business Activities Undertaken for Investors

Section B
  • Publishing research reports based on our own research activities
  • Providing an independent and unbiased view on securities
  • Offering transparent recommendations while disclosing any financial interests
  • Providing research based on publicly available data and sound analysis
  • Conducting annual audits as per regulatory norms
  • Ensuring all advertisements adhere to the Advertisement Code for RAs
  • Maintaining detailed records of all client interactions, including prospective clients

C. Services Provided to Investors

Section C

Client Onboarding:

  • Sharing detailed terms and conditions of the research services
  • Conducting complete KYC for fee-paying clients

Disclosures to Clients:

  • Material disclosures regarding business activities, disciplinary history, terms & conditions
  • Disclosure of use of AI tools in research, if any
  • Disclosure of material conflict in third-party research, with relevant links
  • Disclosure of internal conflicts, if any

Service Commitments:

  • Equal access to research reports and recommendations
  • Strict confidentiality before public release of reports
  • Protection of client data and privacy
  • Clear timelines for each service and adherence
  • Caution notices for complex and high-risk products
  • Honest and transparent client communication

D. Grievance Redressal Mechanism

1

File with Research Analyst

Contact us directly. We aim to resolve your issue within 21 days of receipt.

2

SCORES 2.0 — SEBI

Escalate via scores.sebi.gov.in. First review by RAASB, second review by SEBI.

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SMARTODR — Online Dispute

If unsatisfied, approach SMARTODR for online conciliation or arbitration.

4

Physical Complaint — SEBI

SEBI Bhavan, Plot No. C4-A, 'G' Block, BKC, Bandra (E), Mumbai - 400051

E. Rights of Investors

Right to Privacy and Confidentiality
Right to Transparent Practices
Right to Equitable Treatment
Right to Adequate and Accurate Information
Right to Initial and Ongoing Disclosure
Right to Fair Advertising
Right to Service Timelines and Parameters
Right to Redressal and Being Heard
Right to Exit from Services as per agreed terms
Right to Clear Warnings on Complex Products
Additional Rights for Vulnerable Investors
Right to Provide Feedback
Right Against Unfair Clauses in Agreements

F. Investor Responsibilities

Do's — Best Practices for Investors

  • Always deal with SEBI-registered Research Analysts only
  • Confirm validity of registration through SEBI's official site
  • Carefully read disclosures in research reports
  • Pay only through official banking channels and retain valid receipts
  • Optionally use CeFCoM (if applicable)
  • Refer to RA's recommendations before investing
  • Clarify doubts directly with the RA before acting
  • Especially seek clarity when dealing with high-risk or complex financial products