SEBI Registered Research Analyst • INH000022950 • BSE Enlistment No. 6743SEBI Reg: INH000022950
Investor Charter
Our commitment to investors and their rights under SEBI regulations
OUR VISION
To protect the interests by enabling them to understand the risks involved and invest in fair, transparent, secure market, and to get services in a timely and efficient manner.
OUR MISSION
- Streamlined procedures for ease of transacting
- Ensure intermediaries adhere to investor charters
- Enable investors to understand risks involved
- Ensure fair and equitable treatment
- Ensure confidentiality of information
- Provide alternative dispute resolution mechanism
INVESTORS HAVE RIGHT TO
- Get fair and equitable treatment
- Expect redressal of grievances filed in SCORES in a time bound manner
- Get quality services from SEBI recognized institutions and registered intermediaries
- Right to exit at fair terms and avail Online Dispute Resolution
INVESTORS HAVE RESPONSIBILITY TO
- Deal with SEBI registered intermediaries only
- Ensure grievances are taken up within prescribed time limits
- Ensure accounts are operated only for their own benefit
DO's FOR INVESTORS
- Read and understand documents carefully before investing
- Know about the Investor Grievance Redressal Mechanism
- Know the risks involved before investing
- Keep track of account statements and promptly report discrepancies
- Know about fees, charges, margins, and premiums
- Preserve relevant transaction related documents
DON'Ts FOR INVESTORS
- Don't make cash payments beyond prescribed limit
- Don't share critical information like account details, login IDs, passwords, DIS
Security Warning
Protect your sensitive information and always verify before sharing any details. Your security is paramount.
Details of Business Transacted
- To publish research report based on research activities
- To provide independent unbiased view on securities
- To offer unbiased recommendation, disclosing financial interests
- To provide research recommendation based on analysis of publicly available information
- To conduct audit annually
- To ensure advertisements adhere to Advertisement Code for Research Analysts
Details of Services Provided
Onboarding of Clients
- Sharing of terms and conditions of research services
- Completing KYC of clients
Disclosure to Clients
- Disclose material information for informed decision-making
- Disclose extent of use of Artificial Intelligence tools
- Disclose conflicts of interest of third-party research providers
Additional Services
- Distribute research reports without discrimination
- Maintain confidentiality until public domain
- Respect data privacy rights of clients
- Treat all clients with honesty and integrity