Version 1 · Effective 1 January 2026
Investor Charter — Research Analyst Services
This Investor Charter outlines the mission, services, rights, and responsibilities of investors engaging with Research Analysts per SEBI guidelines.
A. Vision and Mission of Research Analysts
- Vision: To protect investor interests and promote fair, transparent capital markets through objective and rigorous research.
- Mission: To maintain the highest standards of professional ethics, analytical diligence, and full disclosure of potential conflicts of interest.
B. Details of Services Provided
- Publishing data-driven, objective research reports on listed Indian equities, sectoral themes, and derivatives.
- Formulating recommendations with transparent time horizons, entry rationales, invalidation conditions, and risk scenarios.
- Conducting structured suitability analysis and risk assessment before onboarding clients to paid services.
- Ensuring that all public statements, disclosures, and communications conform strictly to the SEBI (Research Analysts) Regulations, 2014.
C. Rights of Investors
- Right to receive authentic, unbiased research reports that include mandatory disclosures regarding financial interests or affiliations.
- Right to be informed of all fee schedules, statutory levies, and terms of service in writing prior to subscription.
- Right to prompt resolution of grievances within 21 calendar days per SEBI redressal frameworks.
- Right to escalate unresolved complaints to SEBI SCORES portal or online dispute resolution (ODR) mechanisms.
D. Do's and Don'ts for Investors
- DO: Verify the credentials and registration details of the Research Analyst on the official SEBI website before subscribing.
- DO: Complete your risk profile honestly and trade strictly within your designated risk appetite.
- DO NOT: Rely on rumors, unauthorized social media tips, or unverified WhatsApp groups.
- DO NOT: Pay subscription fees into personal employee accounts; always pay through authorized entity channels.
- DO NOT: Expect guaranteed or fixed returns from market investments.