INVESTOR PROTECTION
Investor Charter
This section summarises the investor-facing framework applicable to Research Analysts. The final charter used for regulated services will follow the latest SEBI-prescribed version.
Purpose
The charter is intended to help investors understand the nature of research services, investor rights, service expectations, responsibilities, and grievance mechanisms.
Research services
- Research reports and analysis based on publicly available information and research work.
- Disclosure of relevant financial interests and material conflicts.
- Transparent terms and conditions before onboarding for paid research services.
- Appropriate record keeping and compliance processes.
Investor rights
- Fair and transparent treatment.
- Adequate information about the service and applicable charges.
- Disclosure of material conflicts and relevant statutory information.
- Access to the applicable grievance redressal mechanism.
Investor responsibilities
- Read research reports, terms and risk disclosures carefully.
- Provide accurate information where required for onboarding.
- Do not share account credentials or misuse paid research content.
- Do not treat research as a guarantee of returns.