Terms & Conditions

Parties

Research Analyst: Vivek Soni, Proprietor, Easy Trade Insights, a SEBI Registered Part-Time Research Analyst, holding Registration No. INH000022419, with registered office at Shop No. 1, Ground Floor, Rajrani Tower, Near Gramin Madhyanchal Bank, Hat Road, Garha Colony, Guna, Madhya Pradesh, 473001.

Client: The individual or entity subscribing to or availing research services provided by the Research Analyst.

1. Availing the Services

The Client accepts the research services and confirms to avail them at their own discretion. The Research Analyst agrees to provide such services in accordance with these terms.

2. Obligations on RA and Client

Both parties shall be bound by all applicable regulations, rules, circulars, and amendments issued by SEBI, including the SEBI (Research Analysts) Regulations, 2014.

3. Client Information and KYC

The client must submit all requisite documents requested and assist in completing KYC. The client gives consent to the Research Analyst to fetch KYC documents from the KYC Registration Agency (KRA).

4. Standard Terms of Service

The client confirms:

• Having read and understood the terms applicable to a research analyst under regulation 2(1)(u) of the SEBI (Research Analyst) Regulations, 2014, including the fee structure.
• Subscribing to research services for their own benefit, and that reliance on any research report is based on their own judgment.

The client understands: investment based on recommendations is subject to market risk; recommendations do not assure returns; there is no recourse to claim losses based on recommendations.

5. Consideration and Mode of Payment

• Fees are payable within 2 days of the invoice being raised or an agreed amount (written/oral).
• Payment only via UPI, net banking, payment gateway, or other verified banking channel - never cash.
• Fees are payable into the Research Analyst's official bank account only. The RA is not liable for payment made to any third-party account.

6. Risk Factors

• Trading in equities, derivatives, and other securities is subject to market risk; there is no assurance or guarantee of returns.
• Past performance does not indicate future performance.
• Research recommendations may not always be profitable.
• The Research Analyst is not responsible or liable for losses resulting from research recommendations.

7. Conflict of Interest

The Research Analyst does not trade in securities that are subject matter of recommendation, has no material conflicts of interest with subject companies, and has not received compensation from any company that is subject matter of recommendation. Any conflict that arises will be disclosed to the client.

8. Termination of Service and Refund of Fees

The agreement may be terminated by the client if the Research Analyst fails to provide the research recommendations. The client cannot terminate solely based on not achieving desired returns, incurring losses, or discontinuing without valid reason.

If the RA's SEBI registration is suspended for more than 60 days or cancelled, the RA shall refund fees on a pro-rata basis for the unexpired period.

9. Grievance Redressal

The Research Analyst will ensure redressal within 7 days of a grievance related to non-receipt of the research report, missing content, or service deficiencies.

• Contact the RA directly at the details in the footer below.
• If unsatisfied, lodge a complaint via SEBI SCORES at scores.sebi.gov.in.
• Seek resolution via the SMART ODR Portal at smartodr.in.

10. Most Important Terms and Conditions

• The RA cannot execute or carry out any trade on behalf of the client. Clients must not permit the RA to execute trades on their behalf.
• Fees are subject to the SEBI/RAASB-prescribed maximum (currently ₹1,51,000 per annum per family of client; excludes non-individual/accredited investors).
• The RA may charge fees in advance, up to the SEBI-stipulated period (currently one year). On pre-mature termination, the client is entitled to a refund of proportionate fees for the unexpired period.
• Fees may be paid by cheque, online transfer, or UPI. Cash is not allowed.
• Assured, guaranteed, or fixed-return schemes of any kind are prohibited by law and will never be offered.
• The RA cannot guarantee returns, profits, accuracy, or risk-free investments.
• Clients must keep contact details, including email and mobile number, updated with the RA at all times.
• The RA shall never ask for login credentials or OTPs for the client's trading, demat, or bank accounts. Never share such information with anyone, including the RA.

11. Confidentiality

The client shall not share any confidential information with a third party without prior consent from the RA.

12. Dispute, Severability & Force Majeure

No suit or legal proceeding shall lie against the Research Analyst for anything done in good faith under the SEBI (Research Analysts) Regulations, 2014. Disputes are resolved through arbitration or other mutually agreed methods. If any provision is found invalid, the remaining provisions stay in full effect. Neither party is liable for delay due to circumstances beyond reasonable control.