Investor Charter & Disclosure

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

  • 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

  • Onboarding of Clients.

  • Disclosure to Clients

  • To distribute research reports and recommendations to the clients without discrimination.

  • To maintain confidentiality w.r.t publication of the research report until made available in the public domain.

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 a complaint with SEBI on SEBI's SCORES portal which is a centralized web-based complaints redressal system.

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.

Expectations of 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.

  • 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.

Don'ts

  • Do not provide funds for investment to the Research Analyst.

  • Don't fall prey to luring advertisements or market rumors.

  • Do not get attracted to limited period discount or other incentive, gifts, etc.

  • Do not share login credentials and password of your trading and demat accounts.

Complaint Data

Previous Month and Year: March 2025

^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month.

Sr.noReceived fromPending at the end of last MonthReceivedResolved*Total Pending #Pending complaints > 3monthsAverage Resolution time* (in days)
1Directly from InvestorsNilNilNilNilNilNil
2SEBI (SCORES)NilNilNilNilNilNil
3Other Sources (if any)NilNilNilNilNilNil
Grand TotalNilNilNilNilNilNil

Trend of Quarterly disposal of complaints

Sr. NoQuarterCarried ForwardReceivedResolvedPending
1Jan – Mar 20250000
2Oct – Dec 20240000
3Jul – Sep 20240000
4Apr – Jun 20240000
Grand Total0000

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of annual disposal of complaints

SNYearCarried forward from previous yearReceivedResolved*Pending #
12024-250000
Grand Total0000

*Inclusive of complaints of previous years resolved in the current year.
#Inclusive of complaints pending as on the last day of the year.