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⚠️ Investment in the stock market is subject to market risk. We DO NOT offer guaranteed profits or fixed returns. Trading may result in complete or partial loss of capital. Please read Disclaimer, Terms & Policies carefully before investing.

📉 Investing and trading involves both profit and loss. Leverage magnifies risks. Our research alerts are only references with targets & stop-losses — execution is your responsibility. We do not accept liability for losses.

Investor Charter in respect of StockWysePro.com (Research Analyst)

A. 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.

B. Details of Business Transacted by StockWysePro.com

  • Publish research reports based on research activities of StockWysePro.com.
  • Provide an independent and unbiased view on securities.
  • Offer unbiased recommendations, disclosing financial interests in recommended securities.
  • Provide research recommendations based on analysis of publicly available information and observations.
  • Conduct annual audits.

C. Details of Services Provided to Investors (No Indicative Timelines)

  • Onboarding of Clients.
  • Disclosure to Clients.
  • Distribute research reports and recommendations to clients without discrimination.
  • Maintain confidentiality of research reports until made public.

D. Grievance Redressal Mechanism

In case of any grievance or complaint, an investor should first approach StockWysePro.com and ensure the grievance is resolved within 30 days.

If not resolved satisfactorily, investors may lodge a complaint with SEBI on the SEBI SCORES portal, which is a centralized web-based complaint redressal system. SCORES allows investors to track complaint status.

For physical complaints, investors may write 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 Investors (Responsibilities)

Do’s

  • Always deal with SEBI-registered Research Analysts.
  • Ensure StockWysePro.com has a valid registration certificate.
  • Check SEBI registration number before engaging.
  • Refer to the list of SEBI registered Research Analysts on the SEBI website: Click here.
  • Pay StockWysePro.com only through banking channels and maintain signed receipts.
  • Read all disclosures in research reports before investing.
  • Ask questions and clarify doubts with StockWysePro.com before acting on recommendations.
  • Inform SEBI about any Research Analyst offering assured or guaranteed returns.

Don’ts

  • Do not provide funds to StockWysePro.com for investment.
  • Don’t fall prey to misleading advertisements or market rumours.
  • Do not be lured by limited period discounts, incentives, or gifts.
  • Do not share trading or demat account login credentials/passwords with StockWysePro.com.