Investor Charter
The Investor Charter outlines our vision, mission, services offered, investor rights, responsibilities, and dispute resolution mechanisms in Indian capital markets.
To provide independent and transparent research services that help investors make informed decisions.
To deliver structured research based on evidence, analytical discipline, transparency and responsible communication of risks.
Services Provided
Finance With Jeff provides independent equity research across the following core offerings:
Investor Rights
- Right to receive relevant information about research services.
- Right to understand applicable fees and terms.
- Right to receive applicable disclosures.
- Right to raise grievances.
- Right to access applicable grievance redressal mechanisms.
Investor Responsibilities
- Read research reports carefully.
- Understand associated risks.
- Provide accurate information where required.
- Review applicable terms and disclosures.
- Make independent investment decisions according to personal circumstances and risk tolerance.
DOs
- Read all research material carefully.
- Understand the risks before investing.
- Review disclosures.
- Maintain appropriate records.
DON'Ts
- Do not treat research as a guarantee of returns.
- Do not invest solely based on past performance.
- Do not share confidential client credentials.
- Do not assume any recommendation is risk-free.
Grievance Redressal Mechanism
Contact our official desk at support@financewithjeff.com for prompt inquiry resolution.
If unresolved, escalate through the applicable Research Analyst Administration and Supervisory Body.
Lodge unresolved grievances on the official SEBI SCORES portal at scores.gov.in.
Access the Online Dispute Resolution platform at smartodr.in for conciliation/arbitration.
Risk Awareness & Regulatory Information
Securities investments are subject to market risks. All research opinions, valuation insights, and setups published by Finance With Jeff are for research and informational purposes only. Investors are advised to exercise prudent risk management, evaluate their financial capacity, and never risk capital they cannot afford to lose.
Regulatory registration details will be published upon completion of applicable registration.