Registration Details
SEBI registration information for We Capitalize
Please Note: We Capitalize is a brand name and does not represent a separate legal entity. All research services are rendered by Gowtham Kumaresh, SEBI Registered Research Analyst, Registration No. INH000028981.
Regulatory
SEBI-mandated disclosures and investor-facing documents
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Investor CharterVision, mission, services provided, grievance mechanism, and the rights and responsibilities of investors — as mandated by SEBI Circular June 2025.View Document
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Standard DisclosuresStandard disclosures required of a SEBI Registered Research Analyst — including fee structure, AI tool usage, associates, and conflict-of-interest disclosures.View Document
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Code of ConductThe professional conduct standards we hold ourselves to as a SEBI Registered Research Analyst — including independence, integrity, and conflict-of-interest management.View Document
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Grievance RedressalHow to raise a complaint and the three-step escalation path — RA (21 days) → SEBI SCORES 2.0 → SMART ODR — with all contact details.View Document
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Complaints DataMonthly investor-complaint statistics — updated by the 7th of every succeeding month as mandated by SEBI Circular SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2025/81.View Document
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Audit ReportsAnnual compliance audit status — SEBI mandates an independent audit of RA compliance once every financial year. Adverse findings (if any) are published here.View Document
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Valid UPI HandleSEBI-mandated NPCI-validated UPI handle for fee payments — includes bank account details, QR code, and SEBI verification tool links. Effective October 1, 2025.View Document
Risk Disclosures
Mandatory risk warnings and market-specific disclosures
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DisclaimerGeneral website and research disclaimer — covering the nature of research reports, limitations of liability, and the regulatory status of content published by We Capitalize.View Document
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Risk DisclaimerMarket-risk disclosure applicable to all research recommendations — including the mandatory SEBI verbatim risk warning and acknowledgement of market volatility.View Document
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Risk on DerivativesSpecific risk disclosure for trading in derivatives — covering leverage risk, margin requirements, options premium decay, and the additional risks of index and commodity futures.View Document
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Social Media DisclaimerSocial media content is educational only — not investment advice. Includes scam-protection guidance and instructions for verifying official We Capitalize channels.View Document
Policies
Operational and legal policies governing our services
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AML PolicyAnti-Money Laundering policy and KYC stance — covering our obligations under the Prevention of Money Laundering Act, 2002 and SEBI KYC norms for fee-paying clients.View Document
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Internal PolicyInternal policies and conflict-of-interest management — covering how We Capitalize identifies, discloses, and mitigates conflicts in the research process.View Document
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Refund PolicySubscription fee structure, pro-rata refund entitlements on premature termination, and the conditions under which refunds apply — in accordance with SEBI RA Regulations.View Document
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Privacy PolicyHow we collect, use, store, and protect your personal data — including KYC records, usage information, and your rights to rectification and erasure.View Document
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Terms & Conditions including MITCMandatory terms and conditions governing research services — including the Most Important Terms and Conditions (MITC) as prescribed by SEBI for all Research Analysts.View Document
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Accessibility StatementOur commitment to an accessible website — WCAG 2.2 Level AA design target, built-in accessibility features, SEBI digital accessibility compliance status, and how to report barriers.View Document
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, enlistment with BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.