Investor Charter

Vision: Invest with knowledge and safety.

Mission: Every investor should be able to invest in the right investment products based on their needs, manage and monitor them to meet their goals, access reports easily, and enjoy financial wellness.

Dhanay Research is a SEBI-registered Research Analyst (Registration No. INH000030551). We:

• Publish research reports based on technical and fundamental analysis of securities;
• Provide Buy / Sell / Hold recommendations with defined price ranges and time horizons;
• Offer independent, unbiased research opinions — we do not execute trades, manage portfolios, or offer personalised investment advisory.

• Onboarding — client agreement, KYC and disclosure of terms before any fee is collected.
• Disclosure of the Most Important Terms & Conditions (MITC).
• Timely delivery of research reports and recommendations through the channels you subscribed to.
• Disclosure of conflicts of interest, if any, in every research report.
• A defined grievance redressal process with monthly public disclosure of complaint status.

Level 1: Write to us at [email protected] or call +91 7692080236. We acknowledge complaints promptly and aim to resolve them within 21 days.

Level 2: If unresolved, lodge a complaint with SEBI on the SCORES platform (scores.sebi.gov.in).

Level 3: If still unsatisfied, initiate dispute resolution through the SMART ODR portal (smartodr.in).

See the full grievance redressal process and our monthly complaint table.

• Right to fair, transparent and unbiased research, with conflicts of interest disclosed.
• Right to know the terms, fees and refund conditions before paying.
• Right to privacy and confidentiality of the information you share with us.
• Right to a timely and effective grievance redressal process.
• Right to receive services only against payment through traceable banking channels.

Do:

• Deal only with SEBI-registered Research Analysts — verify the registration on the SEBI website.
• Pay fees only through banking channels or validated UPI handles, and keep proof of payment.
• Read the disclaimers, MITC and risk disclosures before acting on any recommendation.
• Make investment decisions based on your own risk appetite and, where needed, a SEBI-registered Investment Adviser.

Don't:

• Fall for promises of guaranteed or assured returns — nobody registered with SEBI may offer them.
• Share your trading account credentials or give anyone control of your account.
• Pay in cash, or to any personal account or unverified payment link.
• Act on unsolicited stock tips received over SMS, Telegram, WhatsApp or social media.

• Provide accurate KYC details and keep them updated.
• Read and understand the service terms before subscribing.
• Track the validity of your subscription and the time horizon of each recommendation.
• Raise grievances through the channels described above, with supporting details.