1. Vision and Mission

Vision: Invest with knowledge and security.

Mission: Every investor should have access to the right investment products based on their needs, with the ability to manage and track them effectively, access relevant reports, and achieve overall financial well-being.

2. Business Activities

• Publish research reports based on analysis and findings of the Research Analyst (RA).
• Provide independent and unbiased opinions on securities.
• Offer impartial recommendations with disclosure of financial interests.
• Deliver recommendations based on publicly available data.
• Conduct annual audits for transparency and compliance.

3. Services to Investors

• Client Onboarding: Establishing clients and starting relationships.
• Client Disclosure: Full disclosure of all relevant information.
• Research Distribution: Fair and unbiased sharing of reports.
• Confidentiality: Maintaining privacy of research reports.

4. Grievance Redressal

Investors should first contact the Research Analyst. Complaints should be resolved within 30 days.

If not resolved, complaints can be filed through the SEBI SCORES portal.

SEBI Address:
Office of Investor Assistance and Education
SEBI Bhavan, Plot No. C4-A, G Block
Bandra-Kurla Complex, Bandra (East)
Mumbai – 400 051

5. Do's

• Engage with SEBI-registered Research Analysts only.
• Verify registration certificate and number.
• Check disclosures before investing.
• Use banking channels for payments.
• Review recommendations before investing.
• Ask questions before making decisions.
• Report guaranteed returns claims to SEBI.