Terms and Conditions

Terms and Conditions

SEBI Registered Research Analyst — Registration No. INH000025984

📋 Service Description

This subscription provides access to RA services as per the subscription plan, which are research-based investment ideas provided by a SEBI Registered Research Analyst (Registration No: INH000025984). These are educational recommendations and not guaranteed returns.

⚠️ Risk Disclosure

► Investments in securities market are subject to market risks.

► Past performance (actual or backtested) is not indicative of future results.

► You are solely responsible for your investment decisions.

► The research analyst does not guarantee any returns.

► The portfolio value can go down as well as up.

📅 Subscription Terms

► Subscription is non-refundable once activated.

► Access is provided for the chosen duration (quarterly/half-yearly/yearly).

► Automatic renewal is not enabled; you must manually renew.

► Portfolio recommendations and rebalance alerts are sent via email.

► Rebalancing is done monthly on the 1st trading day of each month.

✍️ Client Obligations

► Provide accurate information (Name, PAN, Email, Mobile).

► Not share or redistribute research content to third parties.

► Comply with all applicable laws and regulations.

► Conduct your own due diligence before making investment decisions.

🔍 Research Analyst Disclosure

SEBI Registration

INH000025984

Validity Period

10-Apr-2026 to 09-Apr-2031

► Research Analyst may hold positions in recommended securities.

► No conflict of interest with recommended securities.

📊 Performance Disclaimer

The backtested results shown on the website are derived from historical market data and specific model assumptions. Actual returns may differ due to market liquidity, slippage, transaction costs, or changing market conditions. Performance data is not verified by SEBI-recognized agencies and should not be considered as investment claims.

🔒 Data Privacy

Your personal information (Name, PAN, Email, Mobile) will be used solely for providing research services and will not be shared with third parties without consent, except as required by law or SEBI regulations.

🚫 Termination

The research analyst reserves the right to terminate services if terms are violated, including unauthorized sharing of research content or providing false information.

⚖️ Governing Law

This agreement is governed by Indian laws and subject to jurisdiction of courts in Bangalore, India. Any disputes will be resolved as per SEBI's Investor Grievance Redressal mechanism.

📞 Contact Information

Email

contact@rashmithshetty.in

WhatsApp

9483090144

Most Important Terms and Conditions (MITC)

1
SEBI Registration Number

INH000025984

2
Services Provided

Research reports and investment recommendations on securities

3
Fees (for Individual/HUF)

As per product plan (Max: Rs. 1,51,000 per family)

4
Payment Mode

Cheque/Bank Transfer/UPI ONLY. Cash NOT accepted

5
Refund Policy

Proportionate refund on early termination. No breakage fee.

6
Nature of Service

For information purposes ONLY. NOT personalized investment advice.

7
Risk Disclosure

Investments subject to market risks. No guarantee of returns. Capital loss possible.

8
Use of AI Tools

We may have used Artificial Intelligence tools, during the information gathering stage, for compiling or collating data from publicly available sources

9
Termination Notice

RA may suspend or terminate rendering of Services if required

10
Grievance Contact

Contact@rashmithshetty.in | 9483090144

11
SCORES Escalation

https://scores.sebi.gov.in | Toll-free: 1800 22 7575

⚖️ Disciplinary History

✅ Clean Record

There are no pending material litigations or legal proceedings against the Research Analyst.

✅ No Penalties

As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services.

👥 Details of Associates

No Associates

📢 Disclosures with respect to Research and Recommendation Services

The Research Analyst or any of its officer/employee does not trade in securities which are subject matter of recommendation.

There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise.

The Research Analyst or its associates or relatives, do not have actual/beneficial ownership of one per cent or more securities of the subject company.

Research Analyst or its employee or its associates have not received any compensation from the company which is subject matter of recommendation.

Research Analyst or its employee or its associates have not managed or co-managed the public offering of any company.

Research Analyst or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company.

Research Analyst or its employee or its associates have not received any compensation for products or services other than above from the subject company.

Research Analyst or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/recommendation.

The subject company was not a client of Research Analyst or its employee or its associates during twelve months preceding the date of recommendation services provided.

Research Analysts or its employee or its associates has not served as an officer, director or employee of the subject company.

Research Analysts has not been engaged in market making activity of the subject company.

⚠️ Disclaimer: Registration granted by SEBI, enlistment as RA with Exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted (if any) are for illustration only and are not recommendatory.