Last updated: 1 October 2026
Vision and mission statements for investors
Vision: Invest with knowledge, safety and proper risk management.
Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.
Details of business transacted by the Research Analyst with respect to the investors
- To publish research report based on the research activities of the Research Analyst.
- To provide an independent unbiased view on securities.
- To offer unbiased recommendation, disclosing the financial interests in recommended securities.
- To provide research recommendation, based on analysis of publicly available information and known observations.
- To conduct audit annually.
Details of services provided to investors (No indicative timelines)
- Onboarding of clients.
- Disclosure to clients.
- To distribute research reports and recommendations to the clients without discrimination.
- To maintain confidentiality w.r.t publication of the research report until made available in the public domain.
Details of grievance redressal mechanism and how to access it
In case of any grievance or complaint, an investor should approach the concerned Research Analyst, and the grievance shall be resolved within 30 days.
If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal (scores.sebi.gov.in), a centralized web-based complaints redressal system. SEBI takes up complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.
With regard to physical complaints, investors may send their complaints 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.
Expectations of the investors (Responsibilities of investors)
Do’s
- Always deal with SEBI registered Research Analyst.
- Ensure that the Research Analyst has a valid registration certificate.
- Check for SEBI registration number.
- Please refer to the list of all SEBI registered Research Analysts which is available on the SEBI website: List of SEBI registered Research Analysts.
- Always pay attention towards disclosures made in the research reports before investing.
- Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.
- Before buying securities or applying in public offer, check for the research recommendation provided by your Research Analyst.
- Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
- Inform SEBI about 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 other incentives, gifts, etc. offered by Research Analyst.
- Do not share login credentials and password of your trading and demat accounts with the Research Analyst.
Complaint data to be displayed by the Research Analyst
Data for the month ending — September 2026:
| Sr No | Received from | Pending at the end of last month | Received | Resolved* | Total Pending# | Pending complaints > 3 months | Average Resolution time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| 2 | SEBI (SCORES) | 0 | 0 | 0 | 0 | 0 | 0 |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 |
| GRAND TOTAL | 0 | 0 | 0 | 0 | 0 | 0 |
Trend of monthly disposal of complaints
| Sr. No. | Month | Carried forward from previous month | Received | Resolved * | Pending # |
|---|---|---|---|---|---|
| 1 | December 23 | 0 | 0 | 0 | 0 |
| 2 | January 24 | 0 | 0 | 0 | 0 |
| 3 | February 24 | 0 | 0 | 0 | 0 |
| 4 | March 24 | 0 | 0 | 0 | 0 |
| 5 | April 24 | 0 | 0 | 0 | 0 |
| 6 | May 24 | 0 | 0 | 0 | 0 |
| 7 | June 24 | 0 | 0 | 0 | 0 |
| 8 | July 24 | 0 | 0 | 0 | 0 |
| 9 | August 24 | 0 | 0 | 0 | 0 |
| 10 | September 24 | 0 | 0 | 0 | 0 |
| 11 | October 24 | 0 | 0 | 0 | 0 |
| 12 | November 24 | 0 | 0 | 0 | 0 |
| 13 | December 24 | 0 | 0 | 0 | 0 |
| 14 | January 25 | 0 | 0 | 0 | 0 |
| 15 | February 25 | 0 | 0 | 0 | 0 |
| 16 | March 25 | 0 | 0 | 0 | 0 |
| 17 | April 25 | 0 | 0 | 0 | 0 |
| 18 | May 25 | 0 | 0 | 0 | 0 |
| 19 | June 25 | 0 | 0 | 0 | 0 |
| 20 | July 25 | 0 | 0 | 0 | 0 |
| 21 | August 25 | 0 | 0 | 0 | 0 |
| 22 | September 25 | 0 | 0 | 0 | 0 |
| 23 | October 25 | 0 | 0 | 0 | 0 |
| 24 | November 25 | 0 | 0 | 0 | 0 |
| 25 | December 25 | 0 | 0 | 0 | 0 |
| 26 | January 26 | 0 | 0 | 0 | 0 |
| 27 | February 26 | 0 | 0 | 0 | 0 |
| 28 | March 26 | 0 | 0 | 0 | 0 |
| 29 | April 26 | 0 | 0 | 0 | 0 |
| 30 | May 26 | 0 | 0 | 0 | 0 |
| 31 | June 26 | 0 | 0 | 0 | 0 |
| 32 | July 26 | 0 | 0 | 0 | 0 |
| 33 | August 26 | 0 | 0 | 0 | 0 |
| 34 | September 26 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
| Sr No | Year | Carried forward from previous year | Received | Resolved* | Pending# |
|---|---|---|---|---|---|
| 1 | 2023-2024 | 0 | 0 | 0 | 0 |
| 2 | 2024-2025 | 0 | 0 | 0 | 0 |
| 3 | 2025-2026 | 0 | 0 | 0 | 0 |
| 4 | 2026-2027 | 0 | 0 | 0 | 0 |
GRAND TOTAL: Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month, divided by the total number of complaints resolved in the current month.