Disclosure As Per Securities And Exchange Board Of India (Research Analysts) Regulations, 2014
About Myself
My name is Vishal Trehan. My SEBI Registration number for Research Analyst is INH000016816. I completed my B.Com in 2027 and MBA in 2010. I have 14 years of corporate experience which includes working for consulting firms, bank and private equity firms. I have extensive experience in preparing pitch books to validating investments in private companies
About My Business Activity
As a SEBI Registered Research Analyst I am offering stock advising services since Aug 2024. You can check our website home page for more details on service plan and our newsletter subscription. I also offer Model portfolio and Algo Trading services. Drop us an email at vishaltrehan_ra_inh000016816@outlook.com to connect and discuss more
Please note, I do not provide any execution or distribution service. I am not affiliated to any broker, Mutual fund house or any other financial intermediary to promote or endorse their product & services. Furthermore, I am not registered as Investment advisor and do not provide any customized investment advisory service.
I only provide recommendation & research services within the framework of SEBI RA regulations.
Disciplinary History
There is no disciplinary history in my name, and there are no pending orders or outstanding litigations.
Terms And Conditions For Research Report
Details of associates:
No associates
Disclosure with regard to ownership and material conflicts of interest
- We and our associates, officers, directors, and employees, Research Analyst (including relatives) worldwide may: (a) from time to time, have long or short positions in, and buy or sell the securities thereof, of company (ies) forming part of the products or reports created by the company or (b) may have other potential/material conflict of interest with respect to any company(ies) in various products or reports created by the company. Any such positions of conflict of interest will be appropriately disclosed and dealt with in accordance with applicable law. [to be modified depending upon actual circumstances]
- The Research Analyst or his relatives or associates do not have financial interest in the subject Company; If any it will be disclosed at the time of sharing investment research reports
- The Research Analyst or his relatives or associates do not have actual/beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report;
Disclosure with regard to receipt of Compensation
- The Research Analyst or his associates have not received compensation from the subject Company in the past twelve months.
- The Research Analyst or his associates have not managed or co-managed public offering of securities for the subject Company in the past twelve months.
- The Research Analyst or his associates have not received any compensation for investment banking or merchant banking or brokerage services from the subject Company in the past twelve months.
- The Research Analyst or his associates have not received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company in the past twelve months.
- The Research Analyst or his associates have not received any compensation or other benefits from the subject Company or third party in connection with the research report.
General Disclosure
- The Research Analyst has not served as an officer, director or employee of the subject Company.
- The Research Analyst has not been engaged in market making activity for the subject Company
The content and data available in the material prepared by the company and on the website of the company, including but not limited to index value, return numbers and rationale are for information and illustration purposes only.
Charts and performance numbers do not include the impact of transaction fee and other related costs.
Past performance does not guarantee future returns and performances of the portfolios are subject to market risk.
Data used for calculation of historical returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company.
Information present in the material prepared by the company and on the website of the company shall not be considered as a recommendation or solicitation of an investment.
Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.
Investor should understand that his/her investment decision is based on personal investment needs and risk tolerance, and information present in the material prepared by the company and on the website of the company is one among many other things that should be considered while making an investment decision.
- The analysts for various products or reports created by the company certify that all of the information /material therein accurately reflect his or her personal views about the subject company or companies and its or their securities, and no part of his or her compensation was, is or will be, directly or indirectly related to company(ies) in various products or reports created by the company.
- No part of this material may be duplicated in any form and/or redistributed without the prior written consent of the Company.
Use of AI Tools in Providing research services
No AI tools are used while writing the research report
Definitions of Terms Used in recommendation / Research report
Buy – Buy means that the stock recommended to be bought either at Market or at price or within price band mentioned in the recommendation. Stock to be bought at Market or Current Market price (CMP) must be bought immediately or near the closing time of market at closing price. Stock with limit price order or where buying price or price band is mentioned, such stock can be bought at the price or within the price band mentioned.
Sell / Target – Sell or target price is the price at which stock must be sold. For Stocks which have reached to their target price or trading above target price must be sold upon reaching the target price or price band mentioned.
Hold – Hold means that a stock may be held and no exit is required. Hold recommendation is given if stock has not achieved its mentioned target or hit the mentioned stop loss price. Hold recommendation can also be given in case if research analyst is of opinion that even after reaching the target price, the stock may go beyond target price due to change in circumstances.
Stop loss price – Stop loss is a price at which the stock must be exited or sold due to adverse situation or market move contrary to recommendation. When the stop loss price is reached, stock can be exited immediately or near the close of trading session at price which is near the closing price. Second scenario is mentioned given the fact that some times the stop loss price is reached due to intra day volatility of market but it recovers towards the end of session showing the strength of stock & in such case stock can be held. This mechanism helps the Investor from a wrong exit/ pre mature exit from stock. It must be noted, however, that if the stock is trading below/at stop loss near the closing trading time, then it must be exited.
Additional Disclosures
Brand Name/ Trade Name – Vishal Trehan Research Services
Complete address – G 1006, Corona Optus, Sector 37c, Gurgaon, Haryana -122001
Mobile – +91 9711490798
Membership no. of SEBI recognized supervisory body (whenever applicable)- BSE enlistment number is 6214
Name of the Grievance Officer, telephone number and email address – Vishal Trehan, 9711490798 and vishaltrehan_ra_inh000016816@outlook.com
Warning –
“Investments in securities market are subject to market risks. Read all the related documents carefully before investing”.
Disclaimer –
“Registration granted by SEBI, membership of a SEBI recognized supervisory body (if any) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”
The investor is requested to take into consideration all the risk factors before actually trading in derivative contracts.
The Company does not provide any promise or assurance of favorable view for a particular industry or sector or business group in any manner. The investor is requested to take into consideration all the risk factors including their financial condition, suitability to risk return profile and take professional advice before investing.
Contact Details: Vishal Trehan
Support Telephone: 9711490798
Support Email: vishaltrehan_ra_inh000016816@outlook.com
Compliance Officer Details:
Name: Vishal Trehan
Email: vishaltrehan_ra_inh000016816@outlook.com
Contact: 9711490798
Grievance Officer Details:
Name: Vishal Trehan
Email: vishaltrehan_ra_inh000016816@outlook.com
Contact: 9711490798