Terms & Conditions
MOST IMPORTANT TERMS AND CONDITIONS (MITC)
Registration No: IINH000023807
1. Nature of Service
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The Research Analyst (RA) provides research reports and recommendations on equities listed on Indian Stock Exchanges.
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These recommendations are based on technical/fundamental analysis and do not constitute "Portfolio Management Services" (PMS).
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No Trade Execution: The RA cannot and will not execute trades on behalf of the client. The client must execute trades through their own broker at their own discretion.
2. Fee Structure & Limits
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Fee Limit: As per SEBI regulations for Individual/HUF clients, the maximum fee charged shall not exceed ₹1,51,000 per annum per family.
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Billing: Fees may be charged in advance (max 1 quarter) or as per the agreed subscription term.
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Refunds: In case of premature termination by either party, fees for the unexpired period will be refunded. No "breakage fee" or penalty will be charged to the client.
3. No Guaranteed Returns
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Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
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Prohibition: The RA does not and cannot guarantee any fixed returns, assured profits, or protection of capital. Any claim of "Jackpot calls" or "Sure-shot profits" is prohibited by law.
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Past Performance: Past performance of the RA is not an indicator of future results.
4. Conflict of Interest
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The RA or their associates may have a financial interest or holding in the stocks recommended. Such interest will be explicitly disclosed in the specific research report as per SEBI regulations.
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The RA maintains an "arms-length" relationship between its research and other business activities (if any).
5. Grievance Redressal
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First Step: Contact the Compliance Officer at [Your Email] for resolution. We aim to resolve complaints within 7 working days.
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SCORES: If unsatisfied, you may lodge a complaint on the SEBI SCORES portal (scores.sebi.gov.in).
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ODR: For dispute resolution, you may access the SMART ODR Portal (smartodr.in).
6. KYC & Communication
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Services will only commence after completion of Know Your Client (KYC) procedures.
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Clients must not share their trading credentials (ID/Password) with the RA under any circumstances.