Narendra Prajapati

Investor Charter in Respect of Research Analysts (RA)

As mandated by Securities and Exchange Board of India (SEBI)

A. Vision and Mission Statements for Investors

Vision: Invest with knowledge & safety.

Mission: Every investor should be able to invest in the right investment products suitable to their needs, manage and monitor them to meet their goals, access authentic research, and achieve financial wellness.

B. Details of Business Transacted by Research Analyst

• Publishing independent research reports based on fundamental and technical market evaluation.
• Providing unbiased views and recommendations on securities.
• Maintaining proper audit trails and statutory records of all communications and rationales.
• Adhering strictly to SEBI’s Advertisement Code and Code of Conduct.

C. Details of Services Provided to Investors

• Onboarding clients transparently with comprehensive terms of engagement.
• Providing research reports and views in a timely, un-hyped manner.
• Full disclosure of financial interest or material conflicts regarding recommended securities.
• Maintaining investor confidentiality and client records in safe custody.

D. Rights of Investors

• Right to receive fair, unbiased research and non-misleading information.
• Right to confidentiality of personal and subscription data.
• Right to receive material disclosures before entering into any service arrangement.
• Right to access transparent, prompt grievance redressal mechanisms.