Research team collaborating in a modern office
● SEBI-mandated disclosure

Our commitment to you as an investor

Our vision, the services we provide, and what we each owe one another as part of a research relationship.

Do's & Don'ts Grievance Process
Vision & Mission

What guides our research

Vision

To be a dependable research partner, helping investors make informed decisions through unbiased, well-researched market analysis delivered in a compliant and transparent manner.

Mission

To publish independent research and recommendations across equities, derivatives and commodities, distributed to every subscribed client without discrimination.

Services We Provide

Clear onboarding with fees and risks disclosed upfront, timely recommendations, and support whenever you have questions about a report.

Investor Responsibilities

Do's and Don'ts

What we expect from you as part of a safe, transparent research relationship.

Do's

  • Always deal only with a SEBI-registered Research Analyst
  • Verify that the Research Analyst holds a valid, current registration certificate
  • Check the SEBI registration number before subscribing to any service
  • Cross-check registration against SEBI's official list of registered Research Analysts on the SEBI website
  • Read all disclosures in a research report carefully before acting on it
  • Pay subscription fees only through banking channels, in the company's name, and keep signed receipts
  • Review the underlying research recommendation before buying securities or applying to a public offer
  • Ask questions and clear any doubts before acting on a recommendation
  • Report any Research Analyst offering assured or guaranteed returns to SEBI

Don'ts

  • Do not hand over funds for investment directly to a Research Analyst
  • Do not fall for enticing advertisements or unverified market rumours
  • Do not be swayed by limited-time discounts, gifts or other incentives offered to act quickly
  • Do not share the login credentials or passwords of your trading and demat accounts with anyone, including your Research Analyst
Grievance Redressal

How a complaint gets resolved

1

Raise it with us

Contact our support team first. We aim to resolve grievances within 30 days.

2

Escalate to SEBI SCORES

If unresolved to your satisfaction, escalate through SEBI's SCORES portal (SEBI Complaints Redress System) — a centralized online platform that takes up complaints with the concerned intermediary and lets you track resolution status.

3

Write to SEBI directly

For physical complaints: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.

Registration: Optitrade operates as a research-oriented platform. Always confirm current regulatory registration details directly with the company before subscribing to any paid service.

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