How to Verify a SEBI Research Analyst

To protect your investments and ensure you are dealing with a legitimate professional, it is essential to verify the credentials of any SEBI-registered research analyst. Follow these steps to confirm their status:

1. Visit the Official SEBI Website

The only authentic source for verification is the official Securities and Exchange Board of India (SEBI) website. Navigate to the "Intermediaries / Market Infrastructure Institutions" section.

2. Use the SEBI Registration Search Tool

Once on the SEBI website, use the "Sebi Registered Intermediaries" search interface:

Select "Research Analyst" from the "Type of Intermediary" dropdown menu.
Enter the entity's name, individual's name, or their SEBI registration number if available.
Click the search button to view the official record.

3. Check the Status

A legitimate result will display the analyst's current registration status, validity period, and office address. Ensure the status is "Active" before engaging with their services.

Important Note: Always verify the bank account details provided for payments. SEBI-registered research analysts are mandated to receive fees only through the entity's official business bank account, never into a personal savings account.

FAQs

Find answers to common questions below.

Does Finuro support E-KYC?

Yes. Finuro supports E-KYC workflows as part of the client onboarding process.

Who is Finuro designed for?

Finuro is designed for Research Analysts, Investment Advisers, and Wealth Management Firms.

Does Finuro support Aadhaar-Based E-Sign?

Yes. Finuro supports Aadhaar-Based E-Sign workflows during onboarding.

What communication channels are supported?

Finuro supports WhatsApp, Telegram, and Email communication.

Can I manage subscriptions and billing?

Yes. Finuro supports invoice generation, payment tracking, subscription activation, renewals, and expiry management.

Does Finuro provide portfolio analytics?

Yes. Portfolio performance and reporting insights are available through the analytics module.

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