Investor Charter

A. Vision and Mission

Vision: Invest with knowledge and safety.

Mission: To help every investor act on the right research for their goals, with clear disclosures, timely reports, and a straightforward path to raise concerns.

B. Business We Transact With Investors

• Publishing research reports based on our own research activity.
• Providing an independent, unbiased view on securities.
• Disclosing any financial interest in the securities we recommend.
• Basing recommendations on publicly available information and documented analysis.
• Undergoing an annual compliance audit.

C. Services Provided to Investors

• Onboarding: a straightforward sign-up process for new clients.
• Disclosure: relevant information shared transparently before you subscribe.
• Distribution: research reports and recommendations shared with subscribers without discrimination.
• Confidentiality: reports are not shared outside subscribers until released publicly.

D. Grievance Redressal Mechanism

If you have a grievance, approach us first — we aim to resolve it within 30 days. Full contact details and our escalation matrix are on the Grievance Redressal Process page.

If you're not satisfied with our response, you can escalate to SEBI's SCORES portal, which tracks the complaint and follows up with us directly for timely resolution. For physical complaints, you may write to:

E. What We Expect From Investors

Do's

1. Only deal with SEBI-registered Research Analysts.
2. Check that the analyst holds a valid, current registration certificate.
3. Verify the SEBI registration number directly on SEBI's website.
4. Review the list of all SEBI-registered Research Analysts at SEBI's official registry.
5. Read the disclosures in a research report before acting on it.
6. Pay your Research Analyst only through banking channels, and keep signed receipts.
7. Check our research recommendation before buying securities or applying to a public offer.
8. Ask questions and clear doubts with us before acting on any recommendation.
9. Report to SEBI any Research Analyst who offers assured or guaranteed returns.

Don'ts

1. Don't hand over funds for us to invest on your behalf — we are not authorised to do this.
2. Don't act on advertisements or market rumours.
3. Don't be swayed by limited-period discounts, gifts, or other incentives.
4. Don't share your trading or Demat account login credentials with us or anyone claiming to represent us.

We aim to keep this relationship transparent and accountable at every step.