Investor Charter

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

• 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 conduct audit annually.

C. Details of Services Provided to Investors

Onboarding of Clients:

• Completing KYC of fee paying clients.

Disclosure to Clients:

• To disclose information material for the client to make an informed decision.
• To respect data privacy and confidentiality of clients.

D. Details of Grievance Redressal Mechanism

Investor can lodge complaint/grievance against Research Analyst through prescribed modes.

• Investor may approach the Research Analyst who shall resolve the grievance within 21 days.
• SCORES 2.0 platform – https://scores.sebi.gov.in