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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.
- To ensure that all advertisements are in adherence to the provisions of the Advertisement Code for Research Analysts.
- To maintain records of interactions with all clients including prospective clients.
Details of Services Provided to Investors
Onboarding of Clients
- Sharing of terms and conditions of research services.
- Completing KYC of fee paying clients.
Disclosure to Clients
- To disclose material information for informed decision making.
- To disclose the extent of use of Artificial Intelligence tools.
- To distribute research reports and recommendations without discrimination.
- To maintain confidentiality until made available in public domain.
Rights of Investors
- ✔ Right to Privacy and Confidentiality
- ✔ Right to Transparent Practices
- ✔ Right to fair and Equitable Treatment
- ✔ Right to Adequate Information
- ✔ Right to Initial and Continuing Disclosure
- ✔ Right to Fair & True Advertisement
- ✔ Right to be Heard and Satisfactory Grievance Redressal
- ✔ Right to Exit from Financial product or service
Expectations from the Investors (Responsibilities)
Do's
- Always deal with SEBI registered Research Analyst.
- Check for SEBI registration number (INH000021614).
- Pay through banking channels only.
- Ask questions and clear doubts before acting.
- Inform SEBI about 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 rumors.
- Do not get attracted to limited period discounts or gifts.
- Do not share login credentials or passwords.