INVESTOR CHARTER

Investor Charter

SEBI Registered Research Analyst — Registration No. INH000025984

Registration
SEBI Registered
Grievance Resolution
Within 15 Days
Compliance
Full Disclosure
Support
Email & Phone

🎯 Vision & Mission

Vision
Assist investors to make informed, safe and goal-oriented investment decisions.

Mission
Provide unbiased research, clear disclosures, and timely support so investors can choose products that fit their needs.

📋 Services & Scope of Activity

  • ► Publish independent research and analysis on listed securities.
  • ► Provide periodic reports, sector notes and trade ideas based on public data and independent research.
  • ► Offer subscription-based research and advisory services where applicable, with full fee disclosure.
  • ► Maintain records of interactions and disclosures with all clients.

📢 Disclosure & Conflicts of Interest

We will disclose any material interest, related party relationships, or conflicts of interest prior to providing recommendations. Research reports identify the degree of use of AI tools, if any.

Investor Rights

  • ► Right to privacy and confidentiality of personal information.
  • ► Right to clear, written disclosures about research methodology, fees and conflicts.
  • ► Right to timely grievance redressal and escalation details.

📝 Responsibilities of Investors

✓ Do's
  • ► Deal only with SEBI-registered Research Analysts and verify registration number.
  • ► Read disclosures in research reports and ask clarifying questions.
  • ► Keep payment records and use banking channels for any fees.
✗ Don'ts
  • ► Do not share trading or bank credentials with anyone.
  • ► Do not provide funds to the research analyst.

📞 Grievance Redressal

If you have any complaint or grievance, please contact the Research Analyst directly. We will acknowledge and resolve the grievance within 15 days of receipt where possible.

Mode Details
Email contact@rashmithshetty.in
Phone 9483090144
SEBI SCORES scores.sebi.gov.in

⬆️ Escalation & External Remedies

If you are not satisfied with the outcome, you may escalate to the Research Analyst Administration & Supervisory Body (RAASB) or lodge a complaint with SEBI through SCORES or other SEBI-prescribed channels.

⚠️ Disclaimer: Research and investment services provided by this Research Analyst are intended for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investors should read all disclosures and consult their financial advisor before taking any investment decision.