A. Vision & Mission
In alignment with SEBI's Investor Charter, Stockwise Research's vision is to create a transparent, fair and investor-friendly research ecosystem. Our mission is to provide research-based recommendations that empower investors to make informed decisions, while strictly complying with all SEBI regulations applicable to Research Analysts.
B. Details of Business
Stockwise Research is a SEBI-registered Research Analyst. We provide research recommendations and market commentary across Equity, Index Options, Index Option Plus, Index Option Combo, Stock Futures and Commodity segments. We do not execute trades, manage portfolios or accept power of attorney over client accounts.
- SEBI Registration No.: INH000000000
- Registration Type: Research Analyst
- License Holder: Stockwise Research
- Validity: Perpetual (subject to SEBI regulations)
C. Client Rights
As a client of Stockwise Research, you have the right to:
- Receive research recommendations based on thorough analysis, with clear entry, target and stop-loss
- Receive honest, fair and transparent service without misrepresentation
- Be informed of all fees, charges and risk disclosures before subscribing
- Receive alerts and updates in a timely manner through the agreed channels
- Have your KYC information kept confidential and used only for legitimate purposes
- File a complaint and receive a fair and timely resolution
- Receive a copy of the Investor Charter, Risk Disclosure Document and other mandatory documents
- Terminate the subscription at any time, subject to the Refund Policy
D. Responsibilities of the Research Analyst
Stockwise Research commits to:
- Maintain SEBI registration and comply with all applicable regulations
- Provide research based on independent analysis, without conflict of interest
- Disclose any actual or potential conflict of interest in any recommendation
- Not guarantee any returns or make exaggerated claims about performance
- Maintain records of all recommendations for the period prescribed by SEBI
- Conduct business with honesty, integrity and fairness
- Provide a clear grievance redressal mechanism and resolve complaints within 30 days
- Not accept payments to any personal account — only to the official bank account
E. Dispute Resolution
Disputes, if any, will be resolved through our internal grievance redressal mechanism first. If unresolved within 30 days, you may escalate to SEBI's SCORES portal (scores.gov.in) and, if required, to the ODR platform (smartodr.in). Please refer to the Grievance Redressal page for full details.
F. Expected Investor Behaviour
We expect our clients to:
- Provide accurate KYC and risk-profile information
- Read all disclosure documents before subscribing
- Make payments only to our official bank account
- Use research recommendations for personal use only — not redistribute
- Make investment decisions based on their own risk tolerance, capital and goals
- Report any suspicious communication or impersonation immediately
G. Contact
For any queries about this Investor Charter or our services, please contact our Compliance Officer at compliance@stockwiseresearch.in or +91 98765 43210.