investrahub.com

Investor Charter

Our Vision

To empower investors with high-quality, transparent, and research-backed insights that help them make informed decisions in the financial markets.

  • To empower investors with high-quality, transparent, and research-backed insights that help them make informed decisions in the financial markets.
  • To help investors achieve long-term financial growth through disciplined and informed investing practices.
  • To promote transparency, investor education, and ethical practices in the securities market.

Services Provided to Investors

  • Independent equity research reports, recommendations, and model portfolios.
  • Technical, fundamental, and derivative analysis based on publicly available information.
  • Research aligned with SEBI (Research Analyst) Regulations, 2014.
  • Educational insights and investor awareness initiatives (not regulated under SEBI RA license).

Rights of Investors

  • To receive only SEBI-compliant research and recommendations.
  • To be informed about conflicts of interest, if any, in research reports.
  • To have access to clear disclosures on holdings, methodology, and basis of recommendations.
  • To raise grievances through the prescribed mechanism and have them resolved within stipulated timelines.

Responsibilities of Investors

  • To carefully read disclosures, disclaimers, and terms before acting on recommendations.
  • To consider their own investment objectives, risk appetite, and financial situation before making decisions.
  • To make payments only through proper banking channels and retain proof of transactions.
  • To approach the grievance redressal mechanism if dissatisfied with services.

Dos and Don’ts for Investors (as per SEBI guidelines)

✅ Do’s

  • Deal only with SEBI-registered Research Analysts and verify their registration details.
  • Read all disclosures in the research reports before making investment decisions.
  • Ask questions and seek clarifications whenever in doubt.
  • Make payments only via traceable banking channels and keep records.
  • Understand all terms and conditions of the service, including MITC, before subscribing.

❌ Don’ts

  • Do not provide funds to the Research Analyst for investing in securities.
  • Do not rely on unsolicited stock tips, market rumours, or promotional advertisements.
  • Do not share login credentials, passwords, or allow the RA to trade on your behalf.
  • Do not get influenced by gifts, incentives, or limited-period offers without full understanding.

Investor Awareness

  • Securities markets are subject to market risks; past performance is not a guarantee of future returns.
  • Investors should exercise independent judgment and/or consult financial advisors before acting on recommendations.
  • Research services are for informational purposes and not tailored to individual circumstances unless explicitly agreed under a valid engagement.