Investor Charter


Vision

To provide transparent, research-driven insights and empower investors to make informed financial decisions in a disciplined and responsible manner.


Mission

To deliver high-quality research, maintain regulatory compliance, and ensure client trust through ethical practices and consistent communication.


Services Offered

Trend Research provides research-based recommendations, market analysis, and educational insights across equity, derivatives, and other financial instruments in compliance with SEBI (Research Analyst) Regulations.


Rights of Investors

  • To receive fair, transparent, and unbiased research recommendations
  • To receive clear information about services, fees, and risks involved
  • To raise grievances and receive timely resolution
  • To expect confidentiality of personal and financial information
  • To discontinue services as per agreed terms

Responsibilities of Investors

  • To provide accurate and complete information during KYC and registration
  • To assess personal risk appetite before making investment decisions
  • To read and understand all terms, disclosures, and risk factors
  • To avoid sharing account credentials or sensitive information
  • To promptly report any discrepancies or concerns

Do’s

  • Verify SEBI registration details of the research analyst
  • Maintain records of communications and transactions
  • Seek clarification on recommendations if needed
  • Use research as guidance, not as guaranteed outcomes

Don’ts

  • Do not rely on assured returns or unrealistic profit claims
  • Do not share OTPs, passwords, or confidential details
  • Do not make decisions solely based on tips without understanding risks
  • Do not engage with unauthorized or unverified intermediaries

Grievance Redressal Mechanism

Investors may raise complaints through our official communication channels. If not resolved satisfactorily, complaints can be escalated to SEBI through the SCORES platform: https://scores.sebi.gov.in


Risk Disclosure

Investments in securities markets are subject to market risks. Past performance does not guarantee future results. Investors should exercise due diligence before making any financial decisions.


Regulatory Information

Trend Research operates under SEBI (Research Analyst) Regulations and adheres to applicable Indian laws including the Information Technology Act, 2000 and the Digital Personal Data Protection Act, 2023.


Contact Information

Email: enquire@thetrendresearch.com
Phone: +91 9867038124