Investor Charter

SEBI Registered Research Analyst

Vision

To be the most transparent and accountable independent equity research practice in India — where every recommendation is documented, every conflict is disclosed, and every investor can verify our regulatory standing in under 60 seconds.

Mission

Publish institutional-quality research for Indian retail investors under full SEBI compliance — with a defined entry zone, two targets, a stop-loss, and a written rationale on every idea, governed by a documented manual pre-market process that prioritises risk management over outcome chasing.

Services Offered

• Intraday research notes for NSE equities — published before market open on every trading day.
• Swing and positional research (2–10 day holding period) on F&O-eligible NSE stocks.
• Index options research — Nifty 50, Bank Nifty, FinNifty, MidcapNifty, Sensex.
• Stock options research — defined-risk strategies on F&O-eligible single-stock options.
• Long-form research reports (3 per month for Pro subscribers).
• 1-on-1 advisory sessions (15 or 30 minute) and Flagship Mentorship — strictly under SEBI RA Regulations 2014.

Rights of Investors

• 1

  Receive research reports with full written rationale for every recommendation.

• 2

  Access SEBI registration details of the Research Analyst at any time.

• 3

  File a complaint with SEBI SCORES if services are unsatisfactory.

• 4

  Approach the ODR mechanism (SMART ODR) for online dispute resolution.

• 5

  Receive disclosure of any conflicts of interest in every research note.

• 6

  Not be pressured into subscribing to any service by the Research Analyst.

Investor Responsibilities — Do’s

• ✓

  Verify the Research Analyst’s registration on sebi.gov.in before subscribing.

• ✓

  Read every research note in full — including entry, target, stop-loss, rationale and risk disclaimer.

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  Size positions according to your own risk tolerance — a recommendation is not a sizing instruction.

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  Maintain your own records of trades taken and the basis for each.

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  Raise grievances first with the Research Analyst (30-day SLA), then SCORES, then SMART ODR.

• ✓

  Treat all research as general in nature — it is not personalised financial advice.

Investor Responsibilities — Don’ts

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  Do not act on recommendations forwarded second-hand on Telegram or WhatsApp groups — verify the source.

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  Do not assume past performance predicts future results.

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  Do not treat any recommendation as a guaranteed trade outcome.

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  Do not share login credentials or paid research with non-subscribers — the Research Analyst is not liable for downstream losses.

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  Do not pay any amount outside the documented subscription channels listed on /pricing.

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  Do not borrow capital to trade research recommendations.

Obligations of Research Analyst

• 1

  Publish all research under SEBI RA registration INH000026266.

• 2

  Disclose any conflicts of interest alongside every recommendation published.

• 3

  Maintain research integrity and independence at all times.

• 4

  Acknowledge investor complaints within 7 working days and respond on substance within 30 days of receipt.

• 5

  Publish monthly + cumulative complaint disclosure statistics on /complaints.

• 6

  Maintain research records for at least 5 years as per SEBI (Research Analysts) Regulations, 2014.

• 7

  Submit to SEBI inspections and audits without prior notice.

• 8

  Carry NISM Series XV (Research Analyst) certification, renewed before expiry.

Complaint Resolution Timelines

Maximum service-level commitments for the escalation pathway. Monthly + cumulative complaint statistics are published on the Complaints page.

Grievance Redressal

If you have a complaint, withSahib provides a structured escalation process. Start with our internal complaint mechanism and escalate to SEBI SCORES if unresolved within 30 days. For online dispute resolution, use SMART ODR.