A. Vision and Mission Statements for Investors

Vision

To empower investors with transparent, research-driven insights and promote informed participation in financial markets.

Mission

To provide high-quality stock market research, equity research, stock recommendations, research calls, and model portfolios that help investors make informed financial decisions while maintaining the highest standards of integrity, transparency, and regulatory compliance.

B. Details of Business Transacted by the Research Analyst with Respect to Investors

Quanttrix Technologies, a SEBI Registered Research Analyst, undertakes the following activities:

• Publish research reports based on independent research and analysis.
• Provide research-backed stock recommendations and investment insights.
• Offer an independent and unbiased view on securities and financial markets.
• Disclose financial interests and conflicts of interest, wherever applicable.
• Conduct research using publicly available information and analytical frameworks.
• Maintain records as prescribed under SEBI (Research Analysts) Regulations.
• Ensure that all communications and advertisements comply with applicable regulatory requirements.
• Maintain records of client interactions as required under applicable regulations.

C. Details of Services Provided to Investors

Client Onboarding

• Sharing Terms & Conditions of Research Services.
• Collection and verification of client information as required.
• Disclosure of material information necessary for informed decision-making.
• Disclosure of risks, conflicts of interest, and limitations of research services.
• Disclosure regarding the use of technology and analytical tools, if applicable.
• Disclosure of any material conflict of interest relating to research services.

Research Services

• Stock Recommendations
• Equity Research Reports
• Research Calls
• Market Analysis
• Investment Insights
• Model Portfolios
• Investor Education Content

Quanttrix Technologies endeavors to:

• Provide research services in a fair and non-discriminatory manner.
• Maintain confidentiality of client information.
• Protect client data and privacy.
• Communicate recommendations and research reports responsibly.
• Treat all clients with honesty, fairness, and integrity.
• Ensure compliance with applicable SEBI regulations.

D. Grievance Redressal Mechanism

Modes of Filing a Complaint

In case of any grievance or complaint, investors may contact Quanttrix Technologies through the contact details provided on the website.

The company shall endeavor to acknowledge and resolve investor grievances within the timelines prescribed under applicable regulations.

SCORES Platform

If an investor is not satisfied with the resolution provided, a complaint may be lodged through the SEBI Complaints Redress System (SCORES):

https://scores.sebi.gov.in

Online Dispute Resolution (ODR)

Investors may also utilize the Online Dispute Resolution mechanism and other dispute resolution processes made available by SEBI and recognized bodies from time to time.

E. Rights of Investors

Investors have the right to:

• Receive fair and unbiased research services.
• Receive disclosures regarding conflicts of interest.
• Obtain information necessary for making informed investment decisions.
• Receive transparent communication regarding services and fees.
• Have their grievances addressed in a timely manner.
• Be treated fairly and without discrimination.

F. Responsibilities of Investors

Investors are advised to:

• Carefully read all disclosures, terms, and risk factors.
• Provide accurate information during onboarding.
• Assess their own financial situation and risk appetite before investing.
• Not rely solely on research reports or stock recommendations while making investment decisions.
• Seek independent professional advice wherever necessary.
• Understand that investments in securities markets are subject to market risks.

Disclaimer

Quanttrix Technologies is registered with the Securities and Exchange Board of India (SEBI) as a Research Analyst under Registration No. INH000026594.

Registration granted by SEBI does not guarantee performance of the intermediary or assure returns to investors. Investments in securities markets are subject to market risks. Investors are advised to read all related documents carefully before investing.