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INVESTOR CHARTER

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🔖 Vision and Mission Statements for Investors

Vision: Invest with knowledge & safety.

Mission: Every investor should be able to invest in the right investment products based on their needs, manage and monitor them to meet their goals, access reports, and enjoy financial wellness.

🔖 Details of Business Transacted by the Research Analyst

To publish research reports based on the research activities of the Research Analyst (RA).

To provide an independent unbiased view on securities.

To offer unbiased recommendations, disclosing financial interests in recommended securities.

To provide research recommendations based on publicly available information and known observations.

To conduct an audit annually.

🔖 Details of Services Provided to Investors

Onboarding of Clients

Disclosure to Clients:

    ⭕ To distribute research reports and recommendations without discrimination.
    ⭕ To maintain confidentiality until the research is made public.

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