Terms and Conditions for Research Services

Availing the Research Services

By accepting delivery of the research service, the client confirms that they have elected to subscribe to the research service of the Research Analyst (RA) at their sole discretion. RA confirms that research services shall be rendered in accordance with the applicable provisions of the RA Regulations.

1. Obligations on RA

RA and client shall be bound by SEBI Act and all applicable rules and regulations of SEBI, including the RA Regulations and relevant notifications of Government.

2. Client Information and KYC

The client shall furnish full details as required by the RA. RA shall collect and verify KYC records with KRA as specified by SEBI.

3. Standard Terms of Service

4. Consideration and Mode of Payment

Clients shall pay fees as agreed through permitted modes: cheque, bank transfer, UPI, or CeFCoM. Cash is not permitted.

5. Risk Factors

Investments are subject to market risks. Recommendations do not guarantee returns.

6. Conflict of Interest

The RA shall disclose and mitigate any actual or potential conflict of interest as per SEBI rules.

7. Termination and Refund

Services may be terminated if RA's registration is suspended or canceled. Residual fees will be refunded on a pro-rata basis.

8. Grievance Redressal

Complaints should be escalated to RA's designated employee. If unresolved, file via SEBI SCORES or Smart ODR platform.

9. Additional Clauses

Additional terms must comply with SEBI rules. Any changes require 15-day notice.

10. Mandatory Notice

Clients must review Do's and Don'ts as per SEBI master circular SEBI/HO/MIRSD-POD-1/P/CIR/2024/49.

11. MITC - Most Important Terms and Conditions

• RA cannot execute trades on client's behalf.
• Fee cap: ₹1,51,000 per annum per family (excluding taxes).
• Advance fees not exceeding 1 year allowed.
• Only non-cash payments accepted.
• No guaranteed/fixed return schemes allowed.
• No guarantee of returns or accuracy of predictions.
• SEBI registration does not assure performance.
• Keep contact details updated. Never share login/OTP details.

12. Grievance Process

Contact Information