A. Vision and Mission Statements for investors

• 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.

B. Details of business transacted by the Research Analyst with respect to the investors.

• 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.
• I ensure that all advertisements are in adherence to the provisions of the Advertisement Code for Research Analysts
• I will maintain records of interactions, with all clients including prospective clients (prior to onboarding), where any conversation related to the research services has taken place

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

• Onboarding of Clients:
• Sharing of terms and conditions of research services
• Completing KYC of fee paying clients
• Disclosure to Clients
• I will disclose information that is material for the client and to make and informed decision, including details of its business activity , disciplinary history , the terms and condition of research services, details of associates, risks and conflicts of interest, if any
• I will disclose the extent of use of Artificial Intelligence tools in providing research services
• I will disclose, while distributing a third party research report , any material conflict of interest of such third party research provider or provide web address that directs a recipient to the relevant disclosures.
• I will disclose any conflict of interest of the activities of providing research services with other activities of the research analyst
• I will distribute research reports and recommendations to clients without any discrimination.
• I will maintain confidentiality regarding the publication of research reports until they are made available in the public domain.
• I will respect the data privacy rights of clients and take all necessary measures to protect against unauthorized use of their confidential information.
• I will disclose the timelines for the services I provide and ensure strict adherence to those timelines.
• I will provide clear guidance and issue adequate caution when recommending complex and high-risk financial products or services.
• I will treat all clients with honesty and integrity.
• I will ensure the confidentiality of information shared by clients, unless disclosure is required by law or the client has given specific consent to share such information

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

E. Rights of investors

• Right to Privacy and Confidentiality
• Right to Transparent Practices
• Right to fair and Equitable Treatment
• Right to Adequate Information
• Right to Initial and Continuing Disclosure
• Right to receive information about all the statutory and regulatory disclosures
• Right to Fair & True Advertisement
• Right to Awareness about Service Parameters and Turnaround Times
• Right to be informed of the timelines for each service
• Right to be Heard and Satisfactory Grievance Redressal
• Right to have timely redressal
• Right to Exit from Financial product or service in accordance with the terms and conditions agreed with the research analyst
• Right to receive clear guidance and caution notice when dealing in Complex and High-Risk Financial Products and Services
• Additional Rights to vulnerable consumers
• Right to get access to services in a suitable manner even if differently abled
• Right to provide feedback on the financial products and services used
• Right against coercive, unfair, and one-sided clauses in financial agreements

F. Expectations from the investors (Responsibilities of investors)