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Invester Charter

A. Vision and Mission Statements for investors

  • Vision Invest with confidence and security.

  • Mission Our mission is to empower every investor to choose the right investment products catered to their needs, effectively manage and monitor their portfolios to achieve financial goals, access comprehensive reports, and enjoy financial well-being.

B. Business Activities Conducted by Equitrade Research for Investors

  • Issue research reports based on in-depth analysis by Equitrade Research.
  • Provide independent and impartial perspectives on securities.
  • Offer unbiased recommendations with full disclosure of any financial interests in the recommended securities.
  • Deliver research advice based on a thorough examination of publicly accessible information and informed observations.
  • Perform annual audits to uphold transparency and integrity.

C. Services Provided to Investors (No Specific Timelines)

  • Client onboarding and orientation.
  • Disclosure of pertinent information to clients.
  • Equitable distribution of research reports and recommendations.
  • Ensure confidentiality regarding research reports until they are made public.

D. Grievance Redressal Mechanism and Access Details

For any grievances or complaints, investors should first contact the appropriate research analyst at Equitrade Research, ensuring the issue is addressed within 30 days.

If the grievance remains unresolved, investors may escalate the issue to SEBI via the SCORES portal, a centralized web-based platform for complaint resolution. SEBI will engage with the relevant intermediary to ensure timely resolution, and investors can track the complaint's status online.

For physical complaints, please send them 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. Responsibilities and Expectations from Investors

  • Do’s

    1. Always collaborate with SEBI-registered Research Analysts.
    2. Confirm that your Research Analyst holds a valid SEBI registration certificate.
    3. Verify the SEBI registration number.
    4. Consult the SEBI website for a complete list of registered Research Analysts: SEBI Registered Research Analysts.
      link: www.sebi.gov.in/sebiweb/other/OtherAction
    5. Carefully review disclosures in research reports before making investment decisions.
    6. Make payments to your Research Analyst through secure banking channels only and retain signed receipts for all transactions.
    7. Validate research recommendations before purchasing securities or participating in public offerings.
    8. Ask relevant questions and clarify any uncertainties with your Research Analyst before acting on their advice.
    9. Report any Research Analyst offering guaranteed returns to SEBI.

  • Don’ts

    1. Never provide your investment funds to the Research Analyst.
    2. Avoid being misled by tempting advertisements or market rumors.
    3. Do not be influenced by limited-time discounts, incentives, or gifts from Research Analysts.
    4. Never share your trading and demat account credentials or passwords with the Research Analyst.