Investor Charter for Research Analysts

To enable retail investors in India to take informed, research-led trading and investment decisions through objective recommendations that are free from conflicts of interest.

To provide high-quality, structured research on Indian capital markets — across equities, futures, and options — and to deliver it through fair, transparent, and SEBI-compliant channels that respect investor rights.

• Research recommendations on listed Indian equities, futures, and options (intraday, short-term, positional).
• Structured trade ideas with entry, stop-loss, targets, and rationale.
• Performance reporting and historical track records of published calls.
• Educational research articles and market commentary.

Tradzo Research does not execute trades on your behalf, does not handle client funds or securities, and is not a broker.

• Right to fair, unbiased, and objective research.
• Right to know the basis, assumptions, and disclosures behind every recommendation.
• Right to be informed of any conflict of interest, including whether the analyst or firm has a position in the recommended security.
• Right to disclosure of fees, charges, and the period for which a recommendation is valid.
• Right to grievance redressal within prescribed timelines, including escalation to SEBI SCORES and ODR platforms.
• Right to data privacy as per the DPDP Act, 2023.
• Right to terminate the service and seek a refund as per the published refund policy.

• Deal only with SEBI-registered Research Analysts. Verify the registration number on the SEBI website.
• Read the recommendation, its rationale, the assumed time horizon, and the disclosures in full before acting on it.
• Take your own informed view; recommendations are research, not personal investment advice.
• Maintain records of recommendations received and any payments made.
• Always pay subscription fees through authorised payment channels published by the RA.
• Lodge grievances directly with the RA first. If unresolved within 21 days, escalate to SCORES or ODR.

• Do not deal with unregistered entities offering “tips” on WhatsApp, Telegram, or other social channels.
• Do not share your trading account credentials, OTPs, or PAN with the RA or its representatives.
• Do not be influenced by assured-return or guaranteed-profit claims — they are prohibited under SEBI regulations.
• Do not pay cash, or transfer money to personal accounts of employees of the RA.
• Do not act on a recommendation without understanding the associated risk, especially for derivative products.

Tradzo Research handles grievances at three levels:

1. Level 1 — Customer Care: Write to care@tradzo.in or call +91 79 4039 1464. Acknowledgement within 1 working day; resolution within 7 working days.
2. Level 2 — Compliance Officer: If unresolved, escalate to shweta.patel@tradzo.in. Resolution within an additional 14 calendar days.
3. Level 3 — SEBI SCORES / ODR: If still unresolved after 21 calendar days, you may approach the regulator:

• SEBI SCORES
• Smart ODR Portal
• NSE Investor Helpline
• BSE Investor Complaints

• Provide accurate, current information at onboarding and update changes promptly.
• Read and understand every recommendation, including its risk section and disclosures.
• Pay subscription dues on time and only through authorised channels.
• Treat the RA's research as one input into your decision — you are responsible for the trades you execute.
• Cooperate with KYC, risk-profile, and compliance checks required by SEBI.