What must I do with the Investor Charter?
In force
You must bring it to your clients' notice, and SEBI spells out how.
Put it on your website and in your mobile app if you have one.
Display it in the office, in a prominent place.
Give a copy at onboarding, as part of taking the client on.
The Charter is a prescribed format. It sets out what you do, the client's rights, and the escalation path from you to SCORES 2.0 and then to the SMARTODR platform.
What SEBI says, word for word
Master Circular, ¶7.2“disclosing the Investor Charter on their respective websites and mobile applications (if any), making them available at prominent places in the office, provide a copy of Investor Charter as a part of client on-boarding process, through e-mails/ letters etc.”Source: SEBI Master Circular No. HO/38/12/11(1)2026-MIRSD-POD/I/4360/2026, dated February 6, 2026, originally SEBI/HO/MIRSD/MIRSD-PoD/P/CIR/2025/81 dated June 2, 2025 Open document ↗