Most Important Terms & Conditions (MITC)
-
No Execution Rights:
As a SEBI-Registered Research Analyst (RA), I do not execute trades on behalf of clients. You are advised never to authorize me to carry out buy/sell transactions. -
Fee Structure:
Fees charged are subject to SEBI/RAASB limits (currently ₹1,51,000/year per family for individuals and HUFs). This cap excludes statutory charges and doesn’t apply to non-individual/accredited investors. -
Advance Payment & Refunds:
Fees may be charged in advance (maximum: one quarter). If services are terminated early, a proportionate refund for the unexpired period will be issued. -
Accepted Payment Methods:
Payments can be made via bank transfer, UPI, cheque, or BSE’s centralized mechanism (CeFCoM). Cash is strictly not accepted. -
Conflict of Interest:
Any potential conflict of interest will be disclosed promptly, and all services will comply with SEBI and RAASB guidelines. -
No Return Guarantees:
I do not offer or promise fixed/guaranteed returns. All investment outcomes involve risk, and past performance is not indicative of future returns. -
Research-Based Guidance Only:
My reports are based on analysis and available data at the time. Recommendations are not guarantees and should be used at your own discretion and risk. -
Market Risk Acknowledgement:
All investments involve risk. Clients are solely responsible for investment decisions made based on any research provided. -
Regulatory Disclaimers:
SEBI registration and NISM certification are regulatory requirements and do not assure returns or guarantee performance. -
Grievance Redressal:
-
Step 1: Contact me directly (details on website).
-
Step 2: If unresolved, lodge a complaint at SEBI SCORES.
-
Step 3: Consider Smart ODR for online dispute resolution.
-
Keep Contact Details Updated:
Please ensure your mobile number and email are current to avoid service disruptions. -
Account Safety:
I will never ask for your trading, demat, or bank account login details or OTPs. Never share such credentials with anyone.