Vision
Invest with knowledge & safety.
Mission
Every investor should be able to invest in the right products based on their needs, monitor them to meet their goals, access reports, and enjoy financial wellness.
Business Transacted by RA
- Publish research reports based on RA’s research activities.
- Provide independent, unbiased views on securities.
- Offer unbiased recommendations with financial interest disclosures.
- Provide research based on public information.
- Conduct annual audits.
Services Provided to Investors
- Onboarding of clients.
- Full disclosure to clients.
- Equal distribution of research reports/recommendations.
- Maintaining confidentiality until public disclosure.
Grievance Redressal Mechanism
In case of grievances, investors should approach the Research Analyst first. Issues must be resolved within 30 days. If unsatisfied, investors can lodge complaints on SEBI’s SCORES portal for centralized tracking.
Physical complaints may be addressed 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 – 400051.
Responsibilities of Investors
Do’s
- Always deal with SEBI-registered Research Analysts.
- Verify RA’s valid registration certificate.
- Check SEBI registration number.
- Review disclosures in reports before investing.
- Pay only through banking channels.
Don’ts
- Do not provide funds for investment to the RA.
- Avoid luring advertisements or false promises.
- Never share login credentials with RAs.
- Do not expect guaranteed returns.
Complaint Data
| Received From | Received | Resolved | Pending |
|---|---|---|---|
| Directly from Investors | Nil | Nil | Nil |
| SEBI SCORES | Nil | Nil | Nil |
