Investor Charter for Research Analysts

Vision

To follow the highest standards of professional integrity and provide investors with independent, unbiased and factually accurate research based on a documented, repeatable process.

Mission

To offer educational, research-driven insights to help investors make better-informed decisions, while safeguarding investor interests and maintaining transparency in every interaction.

Services provided

• Independent research reports on Indian securities and derivatives
• Educational commentary on market structure, options, risk and money management
• Access to the Research Terminal for market intelligence
• Research observations and methodology explanations

Rights of investors

• Right to receive research that is independent and free from conflict of interest
• Right to complete disclosure of terms, fees and any material conflicts
• Right to grievance redressal through the analyst, SEBI SCORES and ODR portal
• Right to withdraw from any paid service in accordance with the refund policy

Do's for investors

• Deal only with SEBI-registered Research Analysts and independently verify the registration number
• Read all research disclaimers and understand the scope of educational research
• Take investment decisions based on your own risk profile and financial goals
• Retain copies of receipts, invoices and communications

Don'ts for investors

• Do not act on unsolicited stock tips or guaranteed-return promises
• Do not share PAN, bank account credentials, OTPs or trading passwords
• Do not pay in cash for research services; use only banking channels
• Do not fall for messages claiming assured or risk-free returns