Investor Charter

This Investor Charter is published in accordance with SEBI (Research Analyst) Regulations, 2014 and applicable circulars. It sets out the vision, services, rights, and grievance mechanisms available to investors of Trade Nova Technologies Private Limited (Bullzo).

Vision and Mission

Vision: Invest with knowledge & safety.

Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.

Details of Business Transacted by the Research Analyst

To publish research reports based on research activities of the RA and provide an independent, unbiased view on securities.
To offer unbiased recommendations, disclosing any financial interests in recommended securities.
To provide research recommendations based on analysis of publicly available information and known observations.
To conduct audit annually.
To ensure all advertisements adhere to the Advertisement Code for Research Analysts.
To maintain records of all client interactions including prospective clients (prior to onboarding) where any conversation related to research services has taken place.

Services Provided to Investors

Onboarding of Clients

Completing KYC of all fee-paying clients before commencement of services.

Disclosure to Clients

Disclosing material information enabling the client to make informed decisions — including business activity details, disciplinary history, terms and conditions, associate details, risks, and conflicts of interest.
Disclosing the extent of use of Artificial Intelligence (AI) tools in providing research services.
Disclosing any conflict of interest when distributing third-party research reports.
Distributing research reports and recommendations to all clients without discrimination.
Maintaining confidentiality of research reports until they are made available in the public domain.
Respecting data privacy rights of clients and protecting unauthorized use of confidential information.
Providing clear guidance and adequate caution when recommending complex or high-risk financial products.
Treating all clients with honesty and integrity.

Grievance Redressal Mechanism

Investors can lodge complaints/grievances against the Research Analyst through the following modes:

Direct Contact

Approach the Research Analyst directly. All grievances will be redressed within 21 days of receipt.

Email: help.tradenova@gmail.com
Phone: +91 9070484950

SCORES 2.0

File complaints on SEBI's centralized grievance redressal platform: scores.sebi.gov.in
Two-level review: First by RAASB, then by SEBI.

SMARTODR Platform

For resolution through online conciliation or arbitration: smartodr.in

Rights of Investors

Right to Privacy and Confidentiality
Right to Transparent Practices
Right to Fair and Equitable Treatment
Right to Adequate Information
Right to Initial and Continuing Disclosure
Right to receive information about all statutory and regulatory disclosures
Right to Fair & True Advertisement
Right to Awareness about Service Parameters and Turnaround Times
Right to be Heard and Satisfactory Grievance Redressal
Right to Exit from financial product or service per agreed terms and conditions