Investor Charter

  • Vision and Mission Statements for investors

    Vision:

    Invest with knowledge & safety.

    Mission:

    Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.

  • Details of business transacted by the Research Analyst with respect to the investors

    • To publish research report based on the research activities of the RA.
    • To provide an independent unbiased view on securities.
    • To offer unbiased recommendation, disclosing the financial interests in recommended securities.
    • To provide research recommendation, based on analysis of publicly available information and known observations.
    • To conduct audit annually

  • Details of services provided to investors (No Indicative Timelines)

    • Onboarding of Clients.
    • Disclosure to Clients: To distribute research reports and recommendations to the clients without discrimination.
    • To offer unbiased recommendation, disclosing the financial interests in recommended securities.
    • To maintain confidentiality w.r.t publication of the research report until made available in the public domainli>

  • Details of grievance redressal mechanism and how to access it

    In case of any grievance / complaint, an investor should approach the concerned Research Analyst and shall ensure that the grievance is resolved within 30 days. If the investor’s complaint is not redressed satisfactorily, one may lodge complaint with SEBI on SEBI’s SCORES portal which is a centralized web based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint. With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.