Investor Charter

Context and Clarification

This Investor Charter is published in compliance with SEBI’s mandated requirements for registered Research Analysts.

Please note:
As on date, I am not actively offering research services, not onboarding RA clients, and not issuing research reports or recommendations.

This charter outlines the standard rights and obligations applicable to investors whenever RA services are offered, and will become operational if and when such services are activated in the future.

Investor Charter

Vision & Mission

Vision

To empower investors with transparent, well-researched, and unbiased insights to make informed investment decisions.

Mission

To provide accurate, timely, and research-backed recommendations.
To uphold integrity, objectivity, and transparency in financial research.
To educate investors on risk management and responsible investing.

Details of Services Provided

Intliri Academy, provides research and analysis on equity stocks and derivatives, leveraging a mix of fundamental and technical analysis. Our services include:

Stock Recommendations – Covering long-term investments and short-term trades.
Market Research Reports – Insights into market trends and stock opportunities.
Investor Education – Educational content to help investors make informed decisions.

Investor Rights

As an investor availing research analyst services, you have the right to:

Fair and unbiased research-based recommendations.
Timely access to research reports and updates.
Transparent disclosures of any potential conflicts of interest.
Raise complaints and have them addressed in a timely manner.

Investor Responsibilities

An investor must

Conduct their own due diligence before making investment decisions.
Understand that investing involves risks, and past performance is not indicative of future results.
Read all disclosures, disclaimers, and risk warnings before acting on research recommendations.
Not engage in speculative trading solely based on research recommendations.

Grievance Redressal Mechanism

In case of complaints or grievances, investors may contact:

Level 1 – Intliri Academy Support Team
- Email: support@intliriacademy.com
- Phone/WhatsApp: +91 8483829386
- Complaints Form: Available on the website here

Level 2 – Escalation to Grievance Officer
- Grievance Officer: Sachin Naik
- Email: sachin@intliriacademy.com
- Address: 8 Ayur Mall, Amravati, 444606

Level 3 – SEBI SCORES Platform
- If the complaint is not resolved satisfactorily, investors may escalate it to SEBI through the SCORES platform:
- SEBI SCORES Portal: https://scores.gov.in

We aim to resolve all grievances within 21 working days from the date of receipt.

If your grievance is not resolved within this timeframe, you can escalate it to SEBI’s SCORES Platform (SEBI Complaints Redress System).

SCORES Portal: scores.sebi.gov.in.

In case you are unsatisfied with the resolution provided through our support or the SCORES platform, you can access the Online Dispute Resolution (ODR) Portal.

ODR Portal: smartodr.in.

Do's and Don'ts for Investors

Do's

Read research reports carefully before making investment decisions.
Verify credentials and SEBI registration of the Research Analyst.
Stay informed about market risks and investment strategies.

Don'ts

Do not invest based on rumors, tips, or speculative calls.
Do not assume guaranteed profits from research recommendations.
Do not ignore risk disclosures in research reports.