Investor Charter in Respect of Research Analyst (RA)
A. Vision and Mission Statements for Investors
- Vision: Invest with knowledge & safety.
- Mission: Every investor should be able to invest in the right investment products based on their needs, manage and monitor them to meet their goals, access reports, and enjoy financial wellness.
B. Details of Business Transacted by the Research Analyst
- To publish research reports based on the research activities of the RA.
- To provide an independent, unbiased view on securities.
- To offer unbiased recommendations, disclosing the financial interests in recommended securities.
- To provide research recommendations based on analysis of publicly available information and known observations.
- To conduct annual audits.
C. Details of Services Provided to Investors
(No Indicative Timelines)
- Onboarding of clients.
- Disclosure to clients.
- To distribute research reports and recommendations to clients without discrimination.
- To maintain confidentiality regarding the publication of research reports until they are made available in the public domain.
D. Details of Grievance Redressal Mechanism
In case of any grievance or complaint, investors should approach the concerned research analyst to ensure resolution within 30 days. If the complaint is not resolved satisfactorily, investors may lodge a complaint with SEBI via the SCORES portal, a centralized web-based complaint redressal system.
Physical complaints can be sent 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.
E. Expectations from Investors
Do’s:
- Always deal with SEBI-registered Research Analysts.
- Ensure the Research Analyst has a valid registration certificate.
- Check for the SEBI registration number.
- Refer to the list of SEBI-registered Research Analysts on the SEBI website: SEBI Registered Analysts.
- Pay attention to disclosures made in research reports before investing.
- Pay your Research Analyst through banking channels only and maintain signed receipts for payments.
- Check for research recommendations before buying securities or applying in public offers.
- Ask all relevant questions and clear doubts before acting on recommendations.
- Inform SEBI about any Research Analyst offering assured or guaranteed returns.
Don’ts:
- 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 or incentives offered by Research Analysts.
- Do not share login credentials or passwords for trading and demat accounts.
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