Investor Charter

SEBI RA INH000024505 Last updated: July 2026 As Mandated by SEBI Circular SEBI/HO/IMD/DF1/CIR/P/2021/624

This Investor Charter outlines the rights of investors and the obligations of Jeet Patil (SEBI RA INH000024505).

1. Vision & Mission

Vision: To be a trusted, transparent, and disciplined research analyst providing quality equity research to retail investors in India.

Mission: To deliver structured, evidence-based research that empowers investors to make informed decisions — with clarity, context, and without noise.

2. Rights of Investors

Receive research based on publicly available, independently analysed information
Know the SEBI registration details of the Research Analyst before subscribing
Receive a written agreement / acknowledgement of services subscribed
Know all fees and charges before subscribing — no hidden costs
Receive a copy of all compliance documents (MITC, Terms, Privacy Policy)
Raise grievances and receive a response within 7 working days
Escalate unresolved grievances to SEBI SCORES (opens in new window)
Use SEBI SMART ODR (opens in new window) for dispute resolution
Not be subjected to fraudulent or misleading recommendations
Not be pressured to invest in any particular security

3. Obligations of Jeet Patil

Maintain valid SEBI Registration (INH000024505) and comply with SEBI RA Regulations 2014
Disclose conflicts of interest in every research report
Not promise guaranteed returns or assured profits
Maintain client confidentiality and data privacy
Resolve investor grievances within 7 working days
Display SEBI registration prominently on all communications
Not engage in front-running or insider trading

4. Do's for Investors

Do: Verify SEBI registration at sebi.gov.in (opens in new window) before subscribing to any research service
Do: Read all compliance documents including MITC, Terms & Conditions, and Risk Disclosures
Do: Make your own investment decisions — do not blindly follow any recommendation
Do: Use stop losses as mentioned in research reports
Do: Invest only what you can afford to lose
Do: Keep records of all payments and communications
Do: Report fraud immediately to SEBI SCORES (opens in new window) or cybercrime.gov.in (opens in new window)

5. Don'ts for Investors

Don't: Don't pay anyone who promises guaranteed returns
Don't: Don't share your Demat login, OTP, or trading password with anyone
Don't: Don't transfer funds to personal accounts of individuals claiming to be analysts
Don't: Don't invest borrowed money in high-risk F&O instruments
Don't: Don't ignore stop-loss levels mentioned in research reports
Don't: Don't redistribute research content without written permission