Disclosures

Every disclosure, in one place

SEBI requires a registered Research Analyst to publish a specific set of disclosures. They are all here, each on its own page, each readable without logging in and without JavaScript.

• DisclaimerWhat the research is, what it is not, and the limits of our liability.
• Investor CharterVision, mission, services, service standards, and the rights of investors.
• Registration DisclosureName, registration type and number, validity, addresses and the mandatory caveats.
• DisclosureAnalyst certification, interests, compensation and conflict disclosures.
• Terms & ConditionsSubscription terms, fees, restrictions on use, termination and liability.
• Refund PolicyPro-rata refund of the unused period, plus a narrow billing-error exception.
• Complaint DataMonthly complaint statistics and the rolling trend.
• Grievance RedressalThe full escalation ladder — us, SCORES, SMART ODR, SEBI.
• Internal PolicyChinese Wall, personal trading blackout, compensation, blackout windows, records.
• KYC & AML PolicyClient identification, verification, monitoring and record retention.
• Privacy PolicyData collected, purposes, sharing, retention, security and your rights.
• AI Use DisclosureExactly what AI does and does not do in our research process.
• ContactAddresses, email and telephone for service, compliance and grievances.

The three worth reading first

• Registration Disclosure — verify who we are, and check the registration number against SEBI's own records before you pay anyone anything.
• Refund Policy — one position, in the same words here and at checkout.
• AI Use Disclosure — exactly what artificial intelligence does, and does not do, in our research.