Investor Charter | TradeMantra

Vision

To invest in the securities market in an informed and disciplined manner, with access to independent and unbiased research.

Publishing research reports based on research activities.
Providing independent and unbiased views on securities.
Offering unbiased recommendations and disclosing financial interests in recommended securities.
Providing research recommendations based on analysis of publicly available information and known observations.
Conducting an annual audit of compliance.
Ensuring advertisements adhere to the applicable advertisement code.
Maintaining records of interactions with clients.

Onboarding of clients, including sharing of terms and conditions of research services.
Disclosure of all fees, registration details and any conflicts of interest.
Delivery of research through the channels agreed in the subscription.
Timely redressal of grievances.

With TradeMantra: write to Compliance@trademantra.net or call +91 74981 81242. Complaints are acknowledged and resolved within the timelines specified by SEBI (currently 21 calendar days).
SCORES 2.0: if not satisfied, lodge the complaint on SEBI's SCORES portal (https://scores.sebi.gov.in) or the SCORES mobile app. The complaint is first reviewed by the designated body (RAASB) and may then be escalated to SEBI.
Online Dispute Resolution: if the grievance is still unresolved, initiate dispute resolution on the Smart ODR portal (https://smartodr.in).

Monthly complaints data is published on our website under “Complaints Data”.

Right to privacy and confidentiality.
Right to transparent practices and fair and equitable treatment.
Right to adequate and accurate information.
Right to receive clear guidance and caution notices.
Right to a grievance redressal mechanism and to exit from the service in accordance with the terms.