Investor Charter
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.
Investor Charter
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.
Investor Charter
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.
Investor Charter in respect of Research Analyst (RA)
A. 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.
B. 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.
C. Details of services provided to investors (No Indicative Timelines)
Onboarding of Clients
Disclosure to Clients
o To distribute research reports and recommendations to the clients without discrimination.
o To maintain confidentiality w.r.t publication of the research report until made available in the public domain.
E. Expectations from the investors (Responsibilities of investors)
Do’s
- Always deal with SEBI registered Research Analyst.
- Ensure that the Research Analyst has a valid registration certificate.
- Check for SEBI registration number.
- Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14
- Always pay attention towards disclosures made in the research reports before investing.
- Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.
- Before buying securities or applying in public offer, check for the research recommendation provided by your research Analyst.
- Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
- Inform SEBI about Research Analyst offering assured or guaranteed returns.
Don’ts
- Do not provide funds for investment to the Research Analyst.
- Don’t fall prey to luring advertisements or market rumours.
- Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
- Do not share login credentials and password of your trading and demat accounts with the Research Analyst.
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Talk to our Expert research team for clarity on options strategies, risk management, and market timing. No sales pressure—just facts and insights.
- Trusted Market Insights | Transparent processes
- Daily Support with defined entry, target & stop-loss
- Coverage: Nifty, BankNifty, FinNifty, Midcap, Sensex & Bankex
Get a free discovery call
Share a few details and our team will reach out shortly.
Request a call now!
Talk to our Expert research team for clarity on options strategies, risk management, and market timing. No sales pressure—just facts and insights.
- Trusted Market Insights | Transparent processes
- Daily Support with defined entry, target & stop-loss
- Coverage: Nifty, BankNifty, FinNifty, Midcap, Sensex & Bankex
Get a free discovery call
Share a few details and our team will reach out shortly.