Strategic Direction
Invest with knowledge and safety to secure your financial future. Make informed decisions, minimize risks, and grow your wealth confidently with expert guidance and smart strategies.
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.
Business Details
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 (prior to onboarding), where any conversation related to the research services has taken place.
Onboarding Process
A. Sharing of terms & conditions of research services
B. Completing KYC of fee paying clients
What We Commit To
Grievance Support
Investor can lodge complaint/grievance against Research Analyst in the following ways :
In case of any grievance / complaint, an investor may approach the concerned Research Analyst who shall strive to redress the grievance immediately, but not later than 21 days of the receipt of the grievance.
Administration and Supervisory Body (RAASB)
1) SCORES 2.0 (a web based centralized grievance redressal system of SEBI for facilitating effective grievance redressal in time-bound manner)
Two level review for complaint/grievance against Research Analyst: i) First review done by designated body (RAASB) ii)Second review done by SEB
If the Investor is not satisfied with the resolution provided by the Market Participants, then the Investor has the option to file the complaint/ grievance on SMARTODR platform for its resolution through online conciliation or arbitration.
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
Investor Protection
Each right is backed by our SEBI-compliant processes to keep your trading journey transparent, fair, and secure.
Right
Investor Protection
Right to Privacy and Confidentiality
Right
Investor Protection
Right to Transparent Practices
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Investor Protection
Right to fair and Equitable Treatment
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Investor Protection
Right to Adequate Information
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Investor Protection
Right to Initial and Continuing Disclosure
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Investor Protection
Right to receive information about all the statutory and regulatory disclosures
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Investor Protection
Right to Fair & True Advertisement
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Investor Protection
Right to Awareness about Service Parameters and Turnaround Times
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Investor Protection
Right to be informed of the timelines for each service
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Investor Protection
Right to be Heard and Satisfactory Grievance Redressal
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Investor Protection
Right to Exit from Financial product or service in accordance with the terms and conditions agreed with the research analyst
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Investor Protection
Right to receive clear guidance and caution notice when dealing in Complex and High-Risk Financial Products and Services
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Investor Protection
Additional Rights to vulnerable consumers
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Investor Protection
Right to get access to services in a suitable manner even if differently abled
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Investor Protection
Right to provide feedback on the financial products and services used
Right
Investor Protection
Right against coercive, unfair, and one-sided clauses in financial agreements
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, incentives, gifts, etc. offered by Research Analyst.
Do not share login credentials and password of your trading, demat or bank accounts with the Research Analyst.