Vision and Mission

Vision: Invest with knowledge and safety.

Mission: Every investor should be able to invest in appropriate investment products based on their needs, monitor and manage investments effectively, access relevant reports, achieve financial goals, and enjoy long-term financial wellness.

Business Activities of the Research Analyst

• Publish research reports based on independent analysis and research activities.
• Provide unbiased views and recommendations with disclosure of financial interests.
• Issue recommendations based on publicly available information and observations.
• Conduct annual audits and maintain regulatory compliance.
• Ensure all advertisements comply with SEBI Advertisement Code requirements.
• Maintain records of client interactions and onboarding discussions.

Services Provided to Investors

• Client onboarding and KYC completion for fee-paying clients.
• Sharing terms and conditions of research services.
• Disclosure of material information, disciplinary history, risks, and conflicts of interest.
• Disclosure of Artificial Intelligence (AI) usage in research services.
• Protection of client privacy and confidentiality.
• Timely delivery of research services and reports.
• Fair, ethical, and transparent treatment of all clients.
• Providing caution notices for complex and high-risk products.

Grievance Redressal Mechanism

Direct Complaint: Investors may contact the Research Analyst directly. Grievances will be addressed as soon as possible and no later than 21 days from receipt.

SEBI SCORES: Submit Complaint through SEBI SCORES

SMART ODR: File Complaint through SMART ODR

Investor Rights

• Right to Privacy and Confidentiality.
• Right to Transparent Practices.
• Right to Fair and Equitable Treatment.
• Right to Adequate Information and Disclosure.
• Right to Fair and True Advertisements.
• Right to Timely Grievance Redressal.
• Right to Exit Services as per agreed terms.
• Right to Feedback and Accountability.
• Right to Accessibility for Persons with Disabilities.

Accessibility for Investors with Disabilities

In accordance with the Rights of Persons with Disabilities (RPwD) Act, 2016 and SEBI accessibility requirements, we are committed to ensuring equal access to research services, reports, communications, and grievance mechanisms.

This website is designed to align with WCAG 2.1 Level AA accessibility standards, including keyboard navigation, screen-reader compatibility, accessible document structure, and sufficient colour contrast.

Investors requiring accessible formats or assistance may contact us via email at divyeshkoyani@ymail.com or call +91 97122 11209 .

Investor Responsibilities

Do's

• Deal only with SEBI-registered Research Analysts.
• Verify registration status before availing services.
• Review all disclosures carefully.
• Make payments through banking channels only.
• Seek clarification whenever required.
• Report guaranteed return schemes to SEBI.

Don'ts

• Do not provide funds to the Research Analyst for investment.
• Do not rely on rumours or misleading advertisements.
• Do not share trading, demat, or banking credentials.
• Do not be influenced by gifts, discounts, or incentives.