Vision: To foster transparency in securities markets and promote investors’ confidence through informed research.
Published in accordance with SEBI Master Circular dated June 27, 2025
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Vision And Mission
Mission: Every investor should be able to invest in the right investment products based on their needs, access unbiased reports, and achieve financial wellness.
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Details Of Research Analyst
Name : Finvest Solutions
SEBI Registration No : INH000021906
RAASB Enlistment : Enlisted with BSE Limited (Research Analyst Administration and Supervisory Body).
Contact Email : finvestresearch[at]gmail.com
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Services Provided To Investors
Research Publication : Preparation and publication of research reports based on independent fundamental, technical, or quantitative analysis.
Simultaneous Dissemination : Ensuring all clients receive research reports and recommendations without discrimination.
AI Disclosure : Explicitly disclosing the extent of Artificial Intelligence (AI) tools used in generating research insights or analysis.
Note : We do not provide portfolio management, funds handling, or execution services.
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Rights Of Investors
Transparency : Right to receive accurate, timely research and initial/continuing statutory disclosures.
Conflict Disclosure : Right to be informed of any material conflicts of interest, including those of third-party research providers if their reports are distributed.
Service Exit : Right to terminate services in accordance with the agreed terms and conditions.
Fair Treatment : Right to receive clear guidance and caution notices when dealing with complex or high-risk financial products.
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Responsibilities Of Investors
Verification : Always deal with SEBI-registered RAs and verify their registration status on the SEBI/RAASB website.
Safe Payments : Pay fees only through banking channels (NEFT/UPI/Cheque). You may use the Centralized Fee Collection Mechanism (CeFCoM) if applicable.
Risk Acknowledgement : Understand that securities market investments are subject to market risks; research is not a guarantee of returns.
Vigilance : Do not share trading/demat login credentials or passwords with any Research Analyst.
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Grievance Redressal Mechanism
If you have a complaint, please follow this escalation matrix:
Level 1 (Internal) : Write to our Grievance Officer at finvest[at]gmail.com in. We shall strive to redress grievances within 21 days.
Level 2 (RAASB) : If unresolved, escalate to the Research Analyst Administration and Supervisory Body (BSE Ltd).
Level 3 (SEBI SCORES) : Lodge a complaint on the SCORES 2.0 portal at https://scores.sebi.gov.in.
Level 4 (ODR) : You may also utilize the Smart ODR Portal for online dispute resolution
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Important Disclaimers
Registration granted by SEBI and certification from NISM in no way guarantee performance or returns
Investments in securities market are subject to market risks. Read all related documents carefully before investing.
