Investor Charter

Invest with knowledge & safety.

• To enable every investor to invest in appropriate investment products.
• To manage investments towards meeting the defined financial goals.
• To enable easy access to relevant research reports and information.
• To enable every investor to achieve financial wellness.

• To publish research reports based on the research activities of the RA.
• To provide an independent, unbiased view on securities, disclosing any financial interest in such securities.
• To offer unbiased recommendations based on publicly available information.
• To conduct an annual audit of compliance with SEBI regulations.

• Onboarding of clients in compliance with applicable regulations.
• Disclosure of terms, conditions, and any conflict of interest.
• Distribution of research reports without discrimination.
• Maintaining confidentiality of client information.

Investors can lodge a complaint by writing to rasandesh@kediaresearch.com. If the complaint is not resolved satisfactorily, it may be escalated through the SEBI SCORES platform at https://scores.sebi.gov.in/ or by writing directly to SEBI.

• Deal only with SEBI-registered Research Analysts.
• Verify the SEBI registration number before acting on any advice.
• Read all disclosures carefully before making decisions.
• Pay fees only through recognised banking channels.
• Clarify all doubts before acting on any recommendation.

• Do not provide funds to the Research Analyst for investment.
• Do not fall for misleading promotions or assured-return schemes.
• Do not share your trading account credentials with anyone.