MENU

Investor Charter

Investor Charter

A. Vision and Mission Statements for investors.

Vision
Invest in knowledge & safety.

Mission
Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.

B. Details of business transacted by the Research Analyst with respect to the investors.

To publish research report based on the research activities of the RA.
To provide an independent unbiased view on securities.
To offer unbiased recommendation, disclosing the financial interests in recommended securities.
To provide research recommendation, based on analysis of publicly available information and known observations.
To conduct audit annually.
C. Details of services provided to investors (No Indicative Timelines)

Onboarding of Clients.
Disclosure to Clients
To distribute research reports and recommendations to the clients without discrimination.
To maintain confidentiality w.r.t publication of the research report until made available in the public domain.
D. Details of grievance redressal mechanism and how to access it

In case of any grievance / complaint, an investor should approach the concerned research analyst and shall ensure that the grievance is resolved within 30 days.

If the investor’s complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI’s SCORES portal which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.

With regard to physical complaints, investors may send them to the Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400051.

E. Expectations from the investors (Responsibilities of investors).

Do’s

i. Always deal with SEBI registered Research Analyst.

ii. Ensure that the Research Analyst has a valid registration certificate.

iii. Check for SEBI registration number.

iv. Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link:

(https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognised pi=yes&intmId=14)

v. Always pay attention towards disclosures made in the research reports before investing.

vi. Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.

vii. Before buying securities or applying in public offer, check for the research recommendation provided by your research Analyst.

viii. Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.

ix. Inform SEBI about Research Analyst offering assured or guaranteed returns.

Don’ts

i. Do not provide funds for investment to the Research Analyst.

ii. Don’t fall prey to luring advertisements or market rumors.

iii. Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.

iv. Do not share login credentials and password of your trading and demat accounts with the Research Analyst.

Thank You. We will contact you as soon as possible.

Dipen Shah, welcomes you to Stayvan family

Follow Us
Provide your details to get exciting offers
Contact Details
STAY – LEARN
Our USP: Dipen Shah's best teaching style in English or Hindi or Marathi or Gujarati with his 10 years of experience, can increase your income for life.
Technical Analysis Teaching Services

Dipen Shah, welcomes you to Stayvan family

See Dipen Shah’s Profile
See Dipen Shah’s Profile
STAY – INVEST
Our USP: Stayvan's expertise with Anand Rathi Shares and Stock Brokers' PAN INDIA presence shall 24 X 7 X 365 market days be at your service.
Trading Account & Demat Services
STAY – RESEARCH
Our USP: Dipen Shah with his 10 years of market experience has designed 20 stratergies with 100% potential to outperform markets.
Research Advisory Services
STAY – FINADVICE
Our USP: With more than 20 major financial and its 100 sub financial products, we have every financial product under the sun. Just got for it.
Investment Portfolio Planning Services
STAY – FINTRADE
Our USP: PMS is no HNI's birthright. You come with your trading capital and we shall customize minimum 3 portfolios exclusively for you to choose from.
Portfolio Management Services (PMS)
STAY – COACH
Our USP: We are # World's no.1 business coaching firm with more than 1000 experienced Action Coaches working in more than 60 countries around the globe.
Business Coaching Services