Vision

Invest with knowledge & safety.
Our vision is to steer traders away from risky speculation and guide them towards building wealth through a disciplined, long term investment journey.

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.
Our mission is empower every professional to become a knowledgeable and successful investor.

• I publish research reports based on my research activities
• I provide independent and unbiased views on securities
• I offer unbiased recommendations, disclosing any financial interests in the recommended securities
• I base my research recommendations on publicly available information and known observations.
• I conduct an annual audit of my research activities.

• Onboarding of Clients: Clients are onboarded following due diligence adherence to SEBI guidelines.
• Disclosure to Clients
• I distribute research reports and recommendations to clients without discrimination
• I maintain confidentiality regarding the publication of research reports until they are made available to the public

• In case of any grievance / complaint, an investor should approach the concerned research analyst and shall ensure that the grievance is 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 which is a centralized web-based complaints redressal system. SEBI takes up the 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.

Do’s

1. Always deal with SEBI registered Research Analyst.
2. Ensure that the Research Analyst has a valid registration certificate.
3. Check for SEBI registration number.
4. Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link:
   https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14
5. Always pay attention towards disclosures made in the research reports before investing.
6. Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.
7. Before buying securities or applying in public offer, check for the research recommendation provided by your research Analyst.
8. Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
9. Inform SEBI about Research Analyst offering assured or guaranteed returns.

Don’ts

1. Do not provide funds for investment to the Research Analyst.
2. Don’t fall prey to luring advertisements or market rumours.
3. Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
4. Do not share login credentials and password of your trading and demat accounts with the Research Analyst.