Rights & responsibilities

Investor Charter

What you can expect from us as a research provider, how we handle queries and complaints, and how we align with SEBI’s Investor Charter expectations for Research Analysts.

Last updated · May 2026

SEBI · Investor Charter (RA)SEBI Investor portal

Our promise to investors

TransparencyFair accessTimely communication

We aim to communicate in plain language, distinguish facts from opinions, and present both supportive and cautionary considerations so you can make informed decisions.

Subscription entitlements, report refresh cycles, data retention, and login support are documented at purchase and in Help/FAQ sections. Updates that materially affect your access will be communicated by email/app notification where practicable.

Clear identification of recommendation/rating definitions and horizons where used.
Prominent routing for complaints plus acknowledgement expectations.
Cooperation with lawful regulatory or audit requests without compromising undue confidentiality of other clients.

Your responsibilities

KYCAccurate profileSecurity

To remain compliant with anti-money-laundering and exchange norms, we require accurate identity and contact information. Please update your profile when your email, phone, or tax status changes.

Keep credentials confidential. Activity under your account is presumed authorized unless you report compromise promptly.

Read research in full—including disclaimers and risk sections—before acting.
Do not circulate paywalled research outside the license granted in your plan.
Maintain suitable record-keeping for your own tax and compliance needs.

Grievance redressal

First responseEscalation

Start with admin@visibocapital.com (subject line: Complaint · category · invoice or report ID). Attach screenshots when reporting UI defects.

If dissatisfied after our final internal response, you may escalate through statutory avenues described on SEBI’s investor pages and the SMART ODR platform for eligible disputes as applicable.

Include order ID, timestamp, browser/app version for payment issues.
For research quality disputes, cite the specific publication and clause you dispute.
Complaint data summaries may be published periodically as envisaged under SEBI’s Investor Charter framework for intermediaries.

Complaints policy SMART ODR

Investor education & suitability

Not personal adviceRisk profile

Unless you have a separate advisory agreement permitted under law, our research is general in nature. It may not suit your objectives, leverage, or time horizon.

We encourage diversified portfolios, position sizing, and stress testing—concepts we often illustrate in reports and webinars.

Digital experience & accessibility

Continuous improvement

We monitor uptime, page performance, and accessibility feedback. If you rely on assistive technologies and encounter a barrier, tell us the page URL and assistive tool so we can prioritize fixes.

Our promise to investors

TransparencyFair accessTimely communication

We aim to communicate in plain language, distinguish facts from opinions, and present both supportive and cautionary considerations so you can make informed decisions.

Clear identification of recommendation/rating definitions and horizons where used.

Prominent routing for complaints plus acknowledgement expectations.

Cooperation with lawful regulatory or audit requests without compromising undue confidentiality of other clients.

Your responsibilities

KYCAccurate profileSecurity

To remain compliant with anti-money-laundering and exchange norms, we require accurate identity and contact information. Please update your profile when your email, phone, or tax status changes.

Keep credentials confidential. Activity under your account is presumed authorized unless you report compromise promptly.

Read research in full—including disclaimers and risk sections—before acting.

Do not circulate paywalled research outside the license granted in your plan.

Maintain suitable record-keeping for your own tax and compliance needs.