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Investor Charter

Vision & Mission

Vision: Empower investors with knowledge and safety for smarter decisions.

Mission: Help investors select suitable products, track progress, access clear reports, and pursue financial well‑being.

Our Commitment

  • Issue research built on diligence and clear analysis.
  • Maintain unbiased, independent market views.
  • Disclose any financial interests tied to recommendations.
  • Use public data and transparent audit practices.
  • Comply with advertising codes and regulations.
  • Keep records of client communications at every stage.

Services Provided

  • Smooth onboarding with clear terms.
  • KYC completion for fee‑paying clients.
  • Comprehensive disclosures, including AI/tool use and conflicts of interest.
  • Equal access to research; timely distribution.
  • Confidentiality until reports are public; strong data privacy.
  • Delivery aligned to communicated timelines.
  • Clear cautions for complex/high‑risk products.
  • Professional integrity across all interactions.

Grievance Process

First, contact the Research Analyst for resolution within 21 days. If unresolved, lodge a complaint on SEBI’s SCORES portal (scores.sebi.gov.in), and use SMARTODR for conciliation/arbitration if needed. Regulatory reviews may be handled by RAASB and SEBI.

Postal complaints:

Office of Investor Assistance and Education,
Securities and Exchange Board of India,
SEBI Bhavan, Plot No. C4‑A, ‘G’ Block,
Bandra‑Kurla Complex, Mumbai – 400 051

Investor Rights

  • Privacy and confidentiality of personal data.
  • Transparent, fair practices and timely disclosures.
  • Equitable treatment without discrimination.
  • Access to service parameters, fees, and timelines.
  • Right to be heard and timely redressal.
  • Right to exit services/products per agreed terms.
  • Clear warnings for complex/high‑risk products.
  • Supportive access for differently‑abled clients.

Investor Responsibilities

  • Engage only with SEBI‑registered Research Analysts.
  • Verify registration on SEBI’s ( website check )
  • Read disclosures before acting on research.
  • Use official payment channels and keep receipts.
  • Seek clarifications, especially for complex/high‑risk products.
  • Know the right to stop services, provide feedback, and report issues.

Investor Warnings

  • Fund should not be transferred directly to any analyst
  • Beware of unrealistic promises or incentives.
  • Avoid acting on unsolicited or time‑pressured offers.
  • Never share credentials or sensitive account details.