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Expert StocksCONSULTANCY

Version 1 · Effective 1 January 2026

Investor Charter — Research Analyst Services

This Investor Charter outlines the mission, services, rights, and responsibilities of investors engaging with Research Analysts per SEBI guidelines.


A. Vision and Mission of Research Analysts

  • Vision: To protect investor interests and promote fair, transparent capital markets through objective and rigorous research.
  • Mission: To maintain the highest standards of professional ethics, analytical diligence, and full disclosure of potential conflicts of interest.

B. Details of Services Provided

  1. Publishing data-driven, objective research reports on listed Indian equities, sectoral themes, and derivatives.
  2. Formulating recommendations with transparent time horizons, entry rationales, invalidation conditions, and risk scenarios.
  3. Conducting structured suitability analysis and risk assessment before onboarding clients to paid services.
  4. Ensuring that all public statements, disclosures, and communications conform strictly to the SEBI (Research Analysts) Regulations, 2014.

C. Rights of Investors

  • Right to receive authentic, unbiased research reports that include mandatory disclosures regarding financial interests or affiliations.
  • Right to be informed of all fee schedules, statutory levies, and terms of service in writing prior to subscription.
  • Right to prompt resolution of grievances within 21 calendar days per SEBI redressal frameworks.
  • Right to escalate unresolved complaints to SEBI SCORES portal or online dispute resolution (ODR) mechanisms.

D. Do's and Don'ts for Investors

  • DO: Verify the credentials and registration details of the Research Analyst on the official SEBI website before subscribing.
  • DO: Complete your risk profile honestly and trade strictly within your designated risk appetite.
  • DO NOT: Rely on rumors, unauthorized social media tips, or unverified WhatsApp groups.
  • DO NOT: Pay subscription fees into personal employee accounts; always pay through authorized entity channels.
  • DO NOT: Expect guaranteed or fixed returns from market investments.