Investor Charter
A. Vision & Mission
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 and access reports and enjoy financial wellness.
B. Details of Business Transacted
- Publish research reports based on research activities.
- Provide independent and unbiased views on securities.
- Disclose financial interests in recommended securities.
- Provide research recommendations based on analysis.
- Conduct audit annually.
- Ensure compliance with Research Analyst regulations.
C. Services Provided To Investors
- Sharing terms and conditions of research services.
- KYC completion for fee-paying clients.
- Disclosure of material information.
- Disclosure of conflicts of interest.
- Protection of client information.
- Providing risk disclosures and cautions.
D. Grievance Redressal Mechanism
Investors can lodge complaints directly with Market Cube Research.
SCORES Portal:
https://scores.sebi.gov.in
- Initial complaint to Research Analyst.
- Review by designated body (RAASB).
- Review by SEBI.
- SMARTODR platform for dispute resolution.
E. Rights of Investors
Privacy & Confidentiality
Fair & Equitable Treatment
Transparent Practices
Timely Grievance Redressal
