Investor Charter

For Money Bells Global Research Services Pvt. Ltd.
(SEBI Registered Research Analyst – INH100009901)

1. Vision

Invest with Knowledge & Safety

2. Mission

• Select suitable investment products based on personalized needs
• Monitor progress towards financial goals
• Access timely research reports
• Achieve long-term financial well-being

3. Scope of Services to Investors

Core Offerings

• Publishing well-researched reports
• Delivering unbiased views and recommendations
• Disclosing financial interests in recommended securities
• Ensuring fair and transparent communication
• Maintaining compliance through annual audits
• Adhering to SEBI’s Advertisement Code
• Recording all investor interactions before onboarding

Service Process

• Sharing detailed Terms & Conditions
• Completing KYC for fee-paying clients
• Full disclosure of business practices, history, risks, conflicts of interest, and use of AI (if any)
• Third-party research disclaimers
• Timelines for service delivery
• Maintaining strict confidentiality and data privacy
• Fair distribution of reports to all clients
• Providing proper cautionary guidance on complex financial products

4. Grievance Redressal Process

• Directly with Money Bells: Your complaint will be addressed within 21 calendar days.
• Via SCORES: https://scores.sebi.gov.in
  First Level: Review by RAASB
  Second Level: Review by SEBI
• Alternative: SMARTODR – Online conciliation/arbitration for unresolved complaints
• 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 – 400051

5. Investor Rights

• Privacy & Data Confidentiality
• Transparent & Fair Treatment
• Timely Disclosures
• Honest Advertising
• Defined Turnaround Times
• Right to Exit the service
• Right to be heard and receive redressal
• Additional rights for vulnerable investors
• Right to share feedback
• Right to say NO to unfair clauses

6. Investor Responsibilities

DOs

• Deal only with SEBI-registered analysts
• Verify the RA's registration (INH100009901)
• Make payments through banking channels
• Seek clarity before acting on any recommendation
• Provide service feedback
• Report guaranteed return claims to SEBI

DON’Ts

• Don’t give money to analyst for investing
• Don’t share passwords or login credentials
• Don’t be misled by offers, gifts, or rumors