Disclosure
Investor Charter in respect of RAs
History, Present business and Background
Vishnu Shreekar is registered with SEBI as Research Analyst with registration no. INH000024329. The Research Analyst got its registration on 18th December, 2025 and is engaged in offering research and recommendation services.
Terms and conditions of Research Services
The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services.
The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results.
The Research Analyst shall not be responsible for any loss to the Investors.
Disciplinary history
There are no pending material litigations or legal proceedings against the Research Analyst.
As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services.
Details of its associates
No associates
Disclosures with respect to Research and Recommendations Services
- The Research Analyst or any of its officer/employee does not trade in securities which are subject matter of recommendation.
- There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise.
- Research Analyst or its employee or its associates have not received any compensation from the company which is subject matter of recommendation.
- Research Analyst or its employee or its associates have not managed or co-managed the public offering of any company.
- Research Analyst or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company.
- Research Analyst or its employee or its associates have not received any compensation for products or services other than above from the subject company.
- Research Analyst or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation.
- The subject company was not a client of Research Analyst or its employee or its associates during twelve months preceding the date of recommendation services provided.
- Research Analysts or its employee or its associates has not served as an officer, director or employee of the subject company.
- Research Analysts has not been engaged in market making activity of the subject company.
Expectations from the investors (Responsibilities of investors)
- Do’s
- Always deal with SEBI registered Research Analyst.
- Ensure that the Research Analyst has a valid registration certificate.
- Check for SEBI registration number.
Please refer to the list of all SEBI registered Research Analyst which is available on SEBI website in the following link: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14)
- Always pay attention towards disclosures made in the research reports before investing.
- Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments. You may make payment of fees through Centralized Fee Collection Mechanism (CeFCoM) of RAASB if research analyst has opted for the mechanism. (Applicable for fee paying clients only)
- Before buying/ selling securities or applying in public offer, check for the research recommendation provided by your Research Analyst.
- Ask all relevant questions and clear your doubts with your Research Analyst before acting on recommendation.
- Seek clarifications and guidance on research recommendations from your Research Analyst, especially if it involves complex and high risk financial products and services.
- Always be aware that you have the right to stop availing the service of a Research Analyst as per the terms of service agreed between you and your Research Analyst.
- Always be aware that you have the right to provide feedback to your Research Analyst in respect of the services received.
- Always be aware that you will not be bound by any clause, prescribed by the research analyst, which is contravening any regulatory provisions.
- Inform SEBI about Research Analyst offering assured or guaranteed returns.
- Don’ts
- Do not provide funds for investment to the Research Analyst.
- Don’t fall prey to luring advertisements or market rumors.
- Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
- Do not share login credential and password of your trading, demat or bank accounts with the Research Analyst.
