A. Vision and Mission Statements for investors

• Vision – Invest with knowledge & safety.
• 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.

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

• To publish research report based on the research activities of the RA.
• To provide an independent unbiased view on securities.
• To offer unbiased recommendation, disclosing the financial interests in recommended securities.
• To provide research recommendation, based on analysis of publicly available information and known observations.
• To conduct audit annually.

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

• Onboarding of Clients.
• Disclosure to Clients
• To distribute research reports and recommendations to the clients without discrimination.
• To maintain confidentiality w.r.t publication of the research report until made available in the public domain.

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

• In case of any grievance / complaint, an investor should approach the concerned research analyst and shall ensure that the grievance is resolved within 30 days.
• If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint. You can reach SEBI’s SCORES portal on https://scores.sebi.gov.in/ & ODR Portal https://smartodr.in/login
• Link: https://scores.sebi.gov.in/ & https://smartodr.in/login
• With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan. Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.

E. Expectations from the investors (Responsibilities of investors).

Do’s

• Always deal with SEBI registered Research Analyst.
• Ensure that the Research Analyst has a valid registration certificate.
• Check for SEBI registration number.
• Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14
• Link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14
• Always pay attention towards disclosures made in the research reports before Investing.
• Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.
• Before buying securities or applying in public offer, check for the research recommendation provided by your research Analyst.
• Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
• If you notice or anyone of our employee is offering assured or guaranteed returns take a Snapshoot or record the conversation and drop email us on immediate effect. If no action is taken from us then with immediate effect do Inform SEBI about Research Analyst offering assured or guaranteed returns.

Don’ts

• Do not provide funds for investment to the Research Analyst.
• Do not fall prey to luring advertisements or market rumors.
• Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
• Do not share login credentials and password of your trading and demat accounts with the Research Analyst.

Disclaimer

The information and views & all the services provided are believed to be reliable, but I do not accept any responsibility (or liability) for errors of fact or opinion. I am registered with SEBI as Registered Research Analyst, Mr. Bidyut Biswas (Registration Number: INH000014368). Investments And Trading in Equity shares and commodity, Future & Option have their own risks. Sincere efforts have been made to present the right investment perspective. The information contained herein is based on analysis and on sources that we consider reliable. I, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and I am not responsible for any loss incurred due to it & take no responsibility whatsoever for any financial profits or loss which may arise from the recommendations above. This does not purport to be an invitation or an offer to buy or sell any financial instrument. All clients (Paid Or Unpaid), Any third party or anyone else have no rights to forward or share our advice and inputs or Reports or Any Information Provided by us to/with anyone which is received directly or indirectly by them. If found so then Serious Legal Actions shall be taken.

Past performance is not an indicator of future results. I accept no liability whatsoever for any direct or consequential loss or damage arising from any use of any information in this website. I, my affiliate members, their directors and employees and their relatives and members of my family have or may have an outstanding position or holding in the securities recommended. Investments in equity and equity related securities like FNO and Index Trading involves a high degree of risks and the Clients should not place funds to invest unless they can afford to take the risk on their investment. Investors may note that markets are volatile in the short-term and their investments might experience high volatility including the possibility of any upcoming events. Clients are expected to maintain stop-losses according to their entry points and risk profiles. To counter the risks stated above, we assume investors are putting only that portion of their assets into markets for which they can assume higher risks. Investing in small and mid caps stocks have high impact costs due to low liquidity. This might affect the ability to quickly take action on our recommendation at the stated price. Concentrated portfolios might experience higher volatility compared to diversified ones. There could be a loss of data or delay in dissemination of updates due to technical glitches like a server failure and hacking attack. I/We shall not be responsible in such an event. Opinions & views expressed should be solely considered as information & educational content and not as investment advice. I/We are not liable for losses (if any ) incur out of investment activities done from the client. Future performance of old recommendations might vary from past results. Investors are not being offered any guaranteed or assured returns; neither the principal nor appreciation on the investments. I/We are neither responsible nor liable for any losses resulting from the investments. Responsibility of taking investment decisions, buy/sell transactions is solely at the discretion of clients, and I/We do not bear any responsibility for the consequences.

Clients authorize the adviser to send informative updates (notifications) on my registered mobile number and email address. By signing up this form/clicking on this link or any of its associate/group sites, or while purchasing any paid recommendation services provided by us, this means you have read, understood and agree to be legally bound by the terms of the above disclaimer and user agreement with us.