Terms & Conditions
1. Parties
Research Analyst: Jayesh Mahesh Jobanputra (Thakkar), SEBI Registered Research Analyst (Registration No. INH000017125)
Client/User: Any individual or entity subscribing to or availing research services and meeting eligibility under Indian law.
2. Purpose
These Terms & Conditions govern your use or subscription to our research services, including Digital Platforms.
- Incorporates SEBI circular SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2025/004 dated January 08, 2025
- SEBI guidelines override these T&C in case of conflict
3. Definitions
- Client/User: Any registered person or entity
- Services: Research reports, data, model portfolios, and advisory
- Digital Platform: Any technology used for delivery
- KYC: Know Your Customer verification
4. Scope of Services
- Research-Only: No trade execution, fund handling, or guaranteed returns
- Model Portfolios: Informational recommendations only
- AI Usage: We remain accountable for AI-supported content
- No Guarantees: Investments carry market risk
5. Eligibility
- Legal Capacity: Must be 18+ and legally competent
- KYC: Must provide accurate KYC info. Incomplete/false KYC may lead to termination
6. Registration & Accounts
- Process: Complete registration and accept T&C
- Security: Keep credentials confidential and report breaches
- Use: Unauthorized use of content may result in legal action
7. Fees & Payment
- Max Fee: INR 1,51,000/year per family for individuals/HUFs
- Non-Individual Clients: Fees negotiable
- Billing: Quarterly or as agreed; CeFCoM optional
- Modes: UPI, NEFT, Razorpay, CeFCoM, Cosmofeed
- Refunds: Pro rata for unused duration; no penalty
- Renewals: Max fee specified; RA may offer lower price