Services-Details

Contact Info

Bhubaneswar,Odisha
+91-7853996728

Last updated on Monday, 01st May 2026

Investor Charter in respect of Research Analyst (RA)

A. Vision and Mission Statements for investors

Vision

Invest with knowledge & safety.

Mission

Trade2Achieve Services Pvt Ltd aims to ensure that every investor is able to invest in the right investment products based on their needs, manage and monitor them to meet their goals, access reports, and achieve financial wellness.

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

To publish research reports based on the research activities of Trade2Achieve Services Pvt Ltd.
To provide an independent and unbiased view on securities.
To offer unbiased recommendations while disclosing financial interests in recommended securities.
To provide research recommendations based on analysis of publicly available information and known observations.
To conduct audits annually.
To ensure that all advertisements adhere to the provisions of the Advertisement Code for Research Analysts.
To maintain records of interactions with all clients, including prospective clients (prior to onboarding), where discussions related to research services have taken place.

C. Details of services provided to investors (No Indicative Timelines)

Onboarding of clients.
Sharing of terms and conditions of research services:
- Completing KYC of fee-paying clients.
Disclosure to Clients:
- To disclose information that is material for clients to make informed decisions, including business activity, disciplinary history, terms & conditions, associates, risks, and conflicts of interest.
- To disclose the extent of use of Artificial Intelligence tools in providing research services.
- To disclose, while distributing third-party research reports, any material conflict of interest or provide a web link directing to relevant disclosures.
- To disclose any conflict of interest between research services and other activities of Trade2Achieve Services Pvt Ltd.
To distribute research reports and recommendations to clients without discrimination.
To maintain confidentiality regarding research reports until they are publicly available.
To respect data privacy rights of clients and prevent unauthorized use of confidential information.
To disclose service timelines and ensure adherence to them.
To provide clear guidance and caution notices for high-risk financial products/services.
To treat all clients with honesty and integrity.
To ensure confidentiality of client information unless required by law or with client consent.

D. Details of grievance redressal mechanism and how to access it

Investor can lodge complaint/grievance against Trade2Achieve Services Pvt Ltd in the following ways:
- Mode of filing complaint with Research Analyst:
  In case of any grievance/complaint, an investor may approach Trade2Achieve Services Pvt Ltd. The company shall strive to resolve the grievance immediately, but not later than 21 days from receipt.
- Mode of filing complaint on SCORES or with RAASB:
  - SCORES 2.0: A web-based centralized grievance redressal system of SEBI for timely resolution.
    🔗 https://scores.sebi.gov.in
  - Two-Level Review Process:
    - First review conducted by designated body (RAASB).
    - Second review conducted by SEBI.
  - Email complaint to the designated email ID of RAASB.
If the investor is not satisfied with the resolution provided, they may file a complaint on the SMARTODR platform for resolution through online conciliation or arbitration.
For physical complaints, investors may send to:
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 - 400 051

E. Rights of Investors

Right to Privacy and Confidentiality.
Right to Transparent Practices.
Right to Fair and Equitable Treatment.
Right to Adequate Information.
Right to Initial and Continuing Disclosure:
- Right to receive information about all statutory and regulatory disclosures.
Right to Fair & True Advertisement.
Right to Awareness about Service Parameters and Turnaround Times.
Right to be informed of the timelines for each service.
Right to be Heard and Satisfactory Grievance Redressal.
Right to have timely redressal.
Right to Exit:
- Right to exit from financial products or services as per agreed terms with Trade2Achieve Services Pvt Ltd.
Right to Guidance:
- Right to receive clear guidance and caution notice when dealing in complex and high-risk financial products/services.
Additional Rights to Vulnerable Consumers:
- Right to access services in a suitable manner, even if differently abled.
Right to provide feedback on financial products and services used.
Right against coercive, unfair, and one-sided clauses in financial agreements.

F. 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 and refer to SEBI website: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14
Always pay attention towards disclosures made in research reports before investing.
Pay Trade2Achieve Services Pvt Ltd through banking channels only and maintain signed receipts. You may also use CeFCoM of RAASB (if applicable).
Before buying securities or applying in public offers, check research recommendations.
Ask relevant questions and clear your doubts before acting on recommendations.
Seek clarifications for complex and high-risk financial products and services.
Be aware of your right to stop services as per agreed terms with Trade2Achieve Services Pvt Ltd.
Be aware of your right to provide feedback regarding services received.
Ensure no clause violates regulatory provisions.
Inform SEBI if any Research Analyst offers assured or guaranteed returns.

Don’ts

Do not provide funds for investment to the Research Analyst.
Do not fall prey to misleading advertisements or market rumours.
Do not get attracted to limited period discounts, incentives, or gifts.
Do not share login credentials or passwords of trading and demat accounts.