Investor Charter in respect of Research Analyst (RA)

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 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 with respect to the investors

C. Details of services provided to investors (No Indicative Timelines)

Onboarding of Clients:

Disclosure to Clients:

D. Details of grievance redressal mechanism and how to access it

E. Rights of investors

F. Expectations from the investors (Responsibilities of investors)
Do's

Don'ts