Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Your Investor Charter
You have the right to clear research disclosures, fair treatment, information on fees and conflicts, privacy, timely grievance redressal and the ability to stop services under the agreed terms.
Read the current official Investor Charter in full. Its requirements and the applicable SEBI framework govern the service.
Verify the registration and read the research, risk disclosures, terms, fees and complaints history.
Make informed decisions, keep your contact details updated and retain your research and communication records.
Do not provide investment funds, broker credentials, bank passwords or OTPs to the RA.
Do not rely on assured-return claims, rumours or promotional incentives as evidence of research quality.
Grievance redressal
For non-receipt of research, access issues or any deficiency in service, contact the designated officer first. Keep the subject, application ID, dates and relevant correspondence.
01
Contact the research analyst
Designated grievance officer: awaiting confirmation Interim service contact: upskillwithisha@gmail.com 9911183406
Service grievances: resolution within seven business working days or the applicable regulatory timeline.
02
Escalate through SCORES
If unresolved or the response is unsatisfactory, use SEBI’s complaints platform under its procedures.
Monthly data and trends are disclosed from the complaint register, including an explicit NIL return where appropriate.
Monthly complaints · Reporting month not yet confirmed
Source
Opening
Received
Resolved
Pending
Over 3 months
Avg. days
Awaiting verified complaint register. No NIL figures have been assumed.
Monthly complaint trend
Period
Carried forward
Received
Resolved
Pending
Awaiting confirmed figures from the complaint register.
Annual complaint trend
Period
Carried forward
Received
Resolved
Pending
Awaiting confirmed figures from the complaint register.
Resolved includes earlier-period complaints closed in the current period. Pending includes opening plus received less resolved. Any impersonation adjustments and average-resolution methodology must follow the prescribed format.
Audit status & disclosures
FY2025–26 / ANNUAL COMPLIANCE AUDIT
Awaiting confirmation of the signed FY2025–26 audit report and filing status.
Adverse findings and action taken: Awaiting confirmation
Material conflicts
Awaiting the RA’s practice-level disclosure. The signed research report must also contain company-specific mandatory disclosures.
Disciplinary history
Awaiting the RA’s confirmed disclosure. No clean disciplinary record has been assumed.
Model portfolio disclosures
The approved report must state its universe, objectives, methodology, weights, rationale, launch and update dates, horizon, review frequency, benchmark and risks. Read each report’s own conflict disclosures.
