Read the market with clarity, not guesswork.

Vision & Mission

Vision: Invest with knowledge & safety.

Mission: Every investor should be able to invest in the right research-backed opportunities based on their needs, manage and monitor them to meet their goals, and enjoy financial wellness through informed, independent decisions.

Details of business transacted by the Research Analyst

• To publish research reports based on the research activities of the RA.
• To provide an independent, unbiased view on securities.
• To offer unbiased recommendations, disclosing financial interests in recommended securities.
• To provide research recommendations based on analysis of publicly available information and known observations.
• To conduct an annual compliance audit and adhere to the Advertisement Code for Research Analysts.
• To maintain records of interactions with all clients (including prospective clients) where any research-related conversation has taken place.

Details of services provided to investors

Onboarding of clients: sharing terms and conditions of research services and completing the KYC of fee-paying clients.

Disclosure to clients: disclosing all information material to an informed decision — business activity, disciplinary history, terms of service, associates, the extent of use of AI tools, and any risks or conflicts of interest.

Ongoing standards: distributing reports without discrimination, maintaining confidentiality until a report is public, respecting data-privacy rights, adhering to disclosed timelines, giving clear caution notices on complex/high-risk products, and treating every client with honesty and integrity.

Grievance redressal mechanism

• Approach the Research Analyst — the RA shall strive to redress the grievance at the earliest, and not later than 21 days of receipt.
• SCORES 2.0 / RAASB — file on SEBI's centralised system at scores.sebi.gov.in. Complaints follow a two-level review — first by the designated body (RAASB), then by SEBI.
• SMART ODR — if unsatisfied, file on the Smart ODR platform for online conciliation or arbitration.

Rights of investors

Right to Privacy & Confidentiality, Transparent Practices, Fair & Equitable Treatment, Adequate Information, Initial & Continuing Disclosure, Fair & True Advertisement, Awareness of service parameters & turnaround times, to be Heard & timely Grievance Redressal, to Exit as per agreed terms, clear guidance on high-risk products, additional rights for differently-abled access, and protection against coercive, unfair or one-sided clauses.

Expectations from investors (Do's & Don'ts)

• Always deal with a SEBI-registered Research Analyst and verify the registration number on the SEBI website.
• Pay fees only through banking channels and keep duly signed receipts; fee-paying clients may pay via the Centralised Fee Collection Mechanism (CeFCoM) of RAASB.
• Read all disclosures in research reports before acting, and ask questions to clear your doubts.
• Do not fall for assured or guaranteed returns — no such promise is ever made. Do not share trading/demat/bank credentials or OTPs with anyone, including the RA.

We are committed to resolving investor grievances fairly and promptly. The escalation matrix and steps below explain how to raise a complaint and how to escalate to SEBI SCORES and the Smart ODR platform.

Escalation matrix

Working hours: Monday to Friday, 10:00 AM – 6:00 PM (excluding public holidays).

Step 1 — Contact Us

For any grievance, contact us at threetrendofficial@gmail.com or call +91 9422221776. We endeavour to resolve every complaint within 21 working days from the date of receipt.

Step 2 — SEBI SCORES

If not satisfied with our response, lodge your complaint on SEBI's SCORES portal at scores.sebi.gov.in, or write to any office of SEBI. SCORES is also available as a mobile app on the App Store and Google Play. Please quote our SEBI Reg. No. INH000022729.

Step 3 — Online Dispute Resolution (ODR)

If still unresolved, you may access the Online Dispute Resolution portal at smartodr.in for conciliation and/or arbitration.

Physical complaints may be addressed to: 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.

We publish monthly data on investor complaints — see the "Complaints Data" section below.

In accordance with SEBI's Online Dispute Resolution (ODR) framework, investors may resolve disputes with SEBI-registered intermediaries through the common ODR portal.

If your grievance is not satisfactorily resolved through our direct channels or via SCORES, you may initiate dispute resolution (conciliation and/or arbitration) online through the Smart ODR portal:

• Portal: smartodr.in
• Applicable to disputes in the Indian securities market with registered intermediaries.
• Enables time-bound, cost-effective and transparent dispute resolution.

ThreeTrend Research and Algotech Pvt. Ltd. is enrolled on the ODR portal and will participate in the process as required under the framework.

Please read the following carefully. These particulars are as per the SEBI (Research Analysts) Regulations, 2014.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, enlistment of the Research Analyst with the Exchange, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.

About the Research Analyst

ThreeTrend Research and Algotech Pvt. Ltd. is a Corporate Research Analyst engaged in offering research recommendations to clients in the Indian securities market. Its scope of services is restricted to providing independent research; it is in no way involved in investment advice, portfolio management, execution, or distribution services.

Disciplinary history

No penalties or directions have been issued by SEBI under the SEBI Act or Regulations against the Research Analyst relating to RA services. There are no pending material litigations or proceedings against the Research Analyst.

Disclosures of interest & compensation

• The RA or its associates/relatives do not have any financial interest or actual/beneficial ownership of 1% or more securities in the subject company at the end of the month preceding publication.
• The RA or its associates have not received any compensation from the subject company in the past twelve months, and have no other material conflict of interest at the time of publication.
• The RA has not served as an officer, director or employee of, nor engaged in market-making for, the subject company.

General disclosure

Research recommendations are based on information and analysis believed to be accurate, provided to enable you to make your own decisions, and should not be construed as investment advice. The RA does not offer any product/service with assured or guaranteed returns, and does not give profit commitments. All recommendations shall be considered a view or opinion; the client shall, at their own discretion, decide actual trades in line with their own risk appetite. The RA shall not be held responsible for any decisions taken based on the research recommendations or reports.

We are committed to protecting the privacy and confidentiality of your personal information. By using our services, you consent to the collection and use of data as outlined below.

Data we collect

• Personal data — name, date of birth, address, mobile number, email, and identity/address proof; KYC documents required under SEBI Regulations are collected and securely stored.
• Device & usage information — IP address, browser type, operating system and usage patterns, collected automatically when you visit the website.
• Payment information — details required for subscription processing, securely handled via third-party payment gateways.

How we use it

To deliver the services you request, perform contractual obligations, maintain regulatory compliance, communicate updates, and respond to your queries. We will not trade or share your personal data with any third party for marketing purposes.

Cookies

We may use cookies to recognise return visitors and compile aggregate statistics on website activity. You can configure your browser to reject cookies, though some features may not function as a result.

Sharing, retention & security

Data may be disclosed to service providers, professional advisers, auditors, or regulatory/statutory authorities where permitted or required by law. We retain data only as long as needed for the purpose collected or as required by law, and take reasonable measures to protect it against unauthorised access. We do not sell or rent your data.

Your rights

You may request rectification, completion, or (in certain circumstances) erasure of your personal data by writing to threetrendofficial@gmail.com.

Refunds and cancellations are processed only on a pro-rata basis and in accordance with applicable SEBI regulations, our internal compliance policies, and the nature and duration of the subscribed service. Research services are provided on a best-effort basis and carry no assurance or guarantee of profit, return, or investment outcome.

Refunds shall NOT be considered on the basis of

• Market fluctuations or volatility;
• Trading or investment losses;
• Dissatisfaction arising from market performance;
• Losses incurred based on research recommendations.

Pro-rata refund

Fees for services already availed are non-refundable due to the digital, consumable nature of research services. On cancellation, the refund is processed only for the unexpired and unused portion, after deducting charges for services availed, applicable taxes, administrative/processing charges, and payment-gateway charges (where applicable).

Formula: Refund Amount = (Unused Period ÷ Total Subscription Period) × Total Amount Paid.
Illustration: for an annual fee of ₹60,000 cancelled after 4 months → (8 ÷ 12) × ₹60,000 = ₹40,000.

SEBI fee-limit guideline

Fees charged to Individual and HUF clients shall not exceed the limit prescribed by SEBI/RAASB — currently ₹1,51,000 per annum per family for all research services combined, excluding statutory charges and taxes. These limits do not apply to accredited investors and non-individual clients. For any refund query, write to threetrendofficial@gmail.com.

We follow a transparent, ethical pricing structure aligned with SEBI regulations for Research Analysts. Fees are clearly defined and communicated to the client before onboarding — no plan is activated without explicit consent. There are no hidden charges or misleading offers.

• Fee limit: fees for Individual and HUF clients shall not exceed the SEBI/RAASB-prescribed limit — currently ₹1,51,000 per annum per family for all research services combined, excluding statutory charges. This does not apply to accredited investors and non-individual clients.
• Mode of payment: only through legitimate banking channels — UPI, net banking, cheque, debit/credit cards, or the Centralised Fee Collection Mechanism (CeFCoM) managed by BSE. Cash payment is not accepted, and payments are collected only in the name of the registered entity.
• Advance fees: where agreed, advance fees shall not exceed the period stipulated by SEBI (presently one quarter).
• GST & taxes: all fees are exclusive of GST; applicable taxes are charged over and above as per prevailing rates.
• No commission-based revenue: we do not receive any commission, brokerage, or incentive from third parties. Our only revenue is direct research subscription fees.

We do not charge any fee based on profit sharing or assured performance. For the current fee schedule, please contact us directly.

By availing our services you confirm that you have read and understood the terms and conditions of the research services, including the fee structure and the mechanism for charging and payment of fees.

Standard terms

• Research services are limited to independent research; the RA cannot and shall not execute any trade on your behalf — do not permit anyone to trade using your credentials.
• The RA and the Client are bound by the SEBI Act, 1992 and all applicable SEBI/RAASB rules, regulations and circulars, as in force from time to time.
• The Client shall furnish complete KYC details as required; the RA collects and checks KYC records with the KYC Registration Agency (KRA) as specified by SEBI.
• Investments in the securities market are subject to market risks. Recommendations do not provide any assurance of returns, and there is no recourse to claim losses incurred on investments made based on the recommendations.

Most Important Terms & Conditions (MITC)

• The fee charged to Individual/HUF clients is subject to the maximum prescribed by SEBI/RAASB — presently ₹1,51,000 per annum per family (excluding statutory charges); this limit does not apply to non-individual/accredited clients.
• Advance fees, if agreed, shall not exceed one quarter. On pre-mature termination by either party, the client is entitled to a refund of proportionate fees for the unexpired period.
• Fees may be paid by cheque, online transfer, UPI, etc., or via CeFCoM (BSE) — cash is not allowed.
• Any assured/guaranteed/fixed-return scheme is prohibited by law and shall never be offered. SEBI registration, RAASB enlistment and NISM certification do not guarantee performance or assure returns.
• The RA shall never ask for your trading/demat/bank login credentials or OTPs — never share these with anyone, including the RA.

Governing law

These terms are governed by Indian law and subject to the jurisdiction of the courts at Ahmednagar, Maharashtra. Redistribution or unauthorised sharing of reports is strictly prohibited. Clients assume full responsibility for their own investment decisions.

In accordance with the SEBI (Research Analysts) Regulations, 2014 and applicable circulars, ThreeTrend Research and Algotech Pvt. Ltd. undergoes an annual compliance audit conducted by an independent, qualified professional (Company Secretary / Chartered Accountant).

• The audit reviews adherence to the RA Regulations, Code of Conduct, and disclosure requirements.
• Observations, if any, are addressed and corrective actions implemented in a time-bound manner.
• Records of the compliance audit are maintained and made available to SEBI / RAASB as required.

This reinforces our ongoing commitment to regulatory compliance and investor protection.

Complaint register for Research Analyst INH000022729, disclosed in the format prescribed by SEBI. Figures below are illustrative placeholders and are updated on a monthly basis.

A. Data for the month ending June 2026

File uploaded on 05 July 2026.

Number of complaints received during the month due to impersonation by some other entity: 0.
* Inclusive of complaints of previous months resolved in the current month.   # Inclusive of complaints pending as on the last day of the month.   ^ Average resolution time is the total time taken to resolve each complaint (in days) in the current month, divided by the total complaints resolved in the current month.

B. Trend of monthly disposal of complaints

Trend shown from the month of registration (Aug 2025). * Inclusive of complaints of previous months resolved in the current month.   # Inclusive of complaints pending as on the last day of the month.

C. Trend of annual disposal of complaints

** Inclusive of complaints of previous years resolved in the current year.   ## Inclusive of complaints pending as on the last day of the year.

ThreeTrend Research and Algotech Pvt. Ltd. is committed to ensuring our website is accessible to the widest possible audience, including persons with disabilities.

• This website has been designed to conform to the Web Content Accessibility Guidelines (WCAG) 2.2 Level AA. We measure our approach against these standards and work to maintain them on an ongoing basis.
• Accessibility features include: a skip-to-content link, a single main landmark and logical heading structure, keyboard operability throughout with clearly visible focus indicators, accordions and controls that announce their state to assistive technologies, decorative icons hidden from screen readers, sufficient colour contrast, and fully responsive layouts.
• An on-site accessibility toolbar lets visitors adjust text size, contrast, colours, links, cursor, focus, and a reading guide — with preferences saved across visits.

Accessibility is an ongoing effort and some content may not yet fully meet every criterion. If you encounter any accessibility barrier, please write to threetrendofficial@gmail.com and we will endeavour to address it promptly.