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1.1 SEBI Registration We are duly registered with SEBI as a Research Analyst under Registration No. INH000005546, valid as of 26 December 2017 – Perpetual. We comply with the SEBI (Research Analyst) Regulations, 2014 and other relevant SEBI guidelines, notices, and circulars as applicable from time to time. 1.2 BSE Enlistment Number Our BSE Enlistment Number (if applicable) is 5066. 1.3 Scope of Registration SEBI registration and certifications (such as NISM) do not, in any way, guarantee the performance of the Research Analyst or assure returns to the client.
2.1 “Services” Refers to the research content, research data, model portfolios of Indian-listed securities, and research reports provided by the Research Analyst, for which Users pay a research or subscription fee. 2.2 “User” / “Client” Any person/entity who subscribes to or avails of our paid Services after agreeing to these Terms, including any persons authorized to use the Services on their behalf. 2.3 “Digital Platform” Includes websites, mobile applications, third-party web applications, or any other online platforms, including payment gateways or processors (e.g., Instamojo, Cashfree, Razorpay, Stripe, Jodo, NEFT, IMPS, CeFCoM, Cheque, etc.) that we may use to provide Services or collect fees. 2.4 “Business Days” Any day banks are open for business in Ahmedabad, India.
3.1 Legal Capacity Only individuals and entities who can form legally binding contracts under the Indian Contract Act, 1872 are eligible to register and avail of our Services. Persons “incompetent to contract” (including minors, un-discharged insolvent, etc.) are not eligible. 3.2 Age Requirement If you are under 18, you shall not register for or access the Services. By registering, you represent that you are at least 18 years of age.
4.1 Registration To access our Services, you must register by providing your correct and updated personal information (as listed in Section 2). By registering, you agree that all information provided is true and accurate. Failure to provide true and accurate information can result in immediate termination or refusal of Service. 4.2 KYC Compliance We may collect, store, upload, and/or verify KYC records with KYC Registration Agencies (“KRA”) as mandated by SEBI. You agree to furnish additional supporting documents as required.
In line with SEBI guidelines, we offer an optional Centralised Fee Collection Mechanism (“CeFCoM”) for Clients who wish to use it. Instructions and guidance for using CeFCoM will be provided at the time of subscription.
5.1 Fees Structure. You agree to pay the fees as communicated and published by the Research Analyst for the chosen subscription or research plan. The maximum fee charged by the Research Analyst, per SEBI (RA) Regulations, shall not exceed ₹1.51 lakhs per annum per family of clients, unless otherwise notified by SEBI. 5.2 Payment MethodsPayment shall be made through recognized modes: NEFT, IMPS, payment gateways (Instamojo, Cashfree, Razorpay, Stripe, Jodo, GPay, PhonePe, QR-based payments), CeFCoM, cheque, or any other method communicated by us. We may collect up to three (3) months’ advance payment based on mutual agreement with the Client. 5.3 CeFCoM (Optional)In line with SEBI guidelines, we offer an optional Centralised Fee Collection Mechanism (“CeFCoM”) for Clients who wish to use it. Instructions and guidance for using CeFCoM will be provided at the time of subscription.
6.1 Service Description Our Services include providing research reports, model portfolios, recommendations, and related content about Indian-listed securities. We do NOT execute trades, invest funds, or carry out buy/sell orders on your behalf. You retain full control and discretion over any investment decision. 6.2 No Assured Returns All investments in securities markets are subject to market risks. Registration with SEBI and certifications from NISM do not guarantee returns. We do not offer any profit-sharing model or assure any returns. 6.3 AI Tools We may infrequently use Artificial Intelligence (“AI”) tools in delivering our Services. However, we remain responsible for the security, confidentiality, and integrity of Client data used in conjunction with AI. We ensure compliance with all applicable laws regarding the use of AI tools. 6.4 Risk Factors Market and economic conditions vary, and past performance is not indicative of future returns. Recommendations or research content are purely educational and do not serve as an absolute guarantee of performance.
7.1 Usage The Client agrees to use our Services for personal benefit and consumption only. Unauthorized distribution or reproduction of our research reports or content is strictly prohibited. 7.2 No Representation on Our Behalf You shall not describe yourself as our agent or make any representations or warranties on our behalf. You shall not permit execution of trades by the Research Analyst on your behalf. 7.3 Accuracy of Information All information provided by you must be accurate and complete. We are not liable for losses or damages arising from any inaccuracy in the data you provide. 7.4 Confidentiality & IP Rights All research reports, materials, and intellectual property provided by us remain our property. Clients shall maintain the confidentiality of such materials and shall not share them without our explicit written consent.
We adhere strictly to SEBI’s guidelines on disclosure and mitigation of actual or potential conflicts of interest. Any conflict of interest, if existing, will be adequately disclosed in each research report. The Research Analyst or any of its officers/employees may hold the same position or trade in their account.
9.1 Disclaimer of Warranties Our Services are provided on an “as is” and “as available” basis, without warranties of any kind (express or implied). We make no warranty that the Services will be uninterrupted, timely, secure, or error-free. Any reliance on or use of our content, research reports, or recommendations is solely at your own risk. The Research Analyst or any of its officers/employees may be having a same position or trade in their account. 9.2 Limitation of Liability To the maximum extent permitted by law, we shall not be liable for any direct, indirect, incidental, special, or consequential damages (including lost profits, loss of goodwill, loss of data, or opportunity costs) arising out of or in connection with your use of, or inability to use, our Services. Our liability shall not exceed the total subscription fee actually paid by you to us during the three (3) months preceding the event giving rise to liability.
10.1 MITC Review Clients are advised to review the Most Important Terms and Conditions (MITC) specific to the Services provided. These MITC are accessible on our website: www.greeniewealth.com. The Research Analyst cannot execute trades or carry out any transaction on your behalf. Past performance is not indicative of future performance. 10.2 Periodic Revisions The MITC may be revised based on guidelines issued by SEBI, RAASB, ISF, or other regulatory bodies, and will be updated on our website accordingly.
11.1 Termination by Us We reserve the right to terminate or suspend our Services if: Our registration with SEBI is suspended or canceled for more than sixty (60) days; You breach these Terms or provide false information; You engage in illegal, fraudulent, or abusive use of the Services. 11.2 Termination by Client The Agreement may be terminated by the Client if the Research Analyst fails to provide the research recommendations. However, the Client cannot terminate the Agreement solely based on not achieving the desired returns or incurring losses from trading on the recommendations. 11.3 Refund Policy The RA may suspend or terminate the rendering of research services to the Client on account of suspension/cancellation of registration of RA by SEBI and shall refund the residual amount to the Client. In case of suspension of the certificate of registration of the RA for more than 60 (sixty) days or cancellation of the RA registration, RA shall refund the fees, on a pro-rata basis for the period from the effective date of cancellation/suspension to the end of the subscription period.
12.1 Grievance Redressal For any service-related issues, including non-receipt of research reports or deficiency in service, please email: [email protected] If you are not satisfied with the resolution, escalate the matter to the designated Grievance Officer: Avinash Goklani – [email protected] We aim to resolve all grievances within seven (7) business days or as mandated by SEBI. 12.2 Regulatory Escalation If your grievance is not addressed satisfactorily, you may escalate to SEBI’s SCORES portal or pursue remedies under applicable law. 12.3 Arbitration Disputes that cannot be resolved mutually shall be referred to arbitration under the procedure specified by SEBI or as per the Arbitration & Conciliation Act, 1996, seated in Ahmedabad, Gujarat.
13.1 Do’s & Don’ts with RAs Clients are urged to read SEBI’s master circular no. SEBI/HO/MIRSD-POD-1/P/CIR/2024/49 dated May 21, 2024 (and subsequent directives) regarding Do’s and Don’ts when dealing with Research Analysts. 13.2 No Unauthorized Services We do not provide any unauthorized services or undertake any direct trading activities. Our role is limited to publishing research analysis and/or investment strategies and commentary.
You agree to indemnify and hold harmless the Research Analyst, its affiliates, officers, employees, and agents from and against any and all losses, damages, liabilities, claims, costs, and expenses (including reasonable attorneys’ fees) arising out of or relating to: Your breach of these Terms; Your violation of any rights of a third party; Your use or misuse of the Services; or Your violation of any applicable laws or regulations.
15.1 Force Majeure We shall not be liable for any delay or failure to perform resulting from events beyond our reasonable control, including acts of God, fire, floods, earthquakes, strikes, war, riots, pandemics, or power failures. 15.2 Severability If any provision of these Terms is found invalid or unenforceable, the remaining provisions shall remain in full force and effect. 15.3 No Waiver Our failure to exercise or enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. 15.4 Governing Law & Jurisdiction These Terms shall be governed by and construed in accordance with the laws of India. Subject to the arbitration clause herein, the courts in Jabalpur, Madhya Pradesh shall have exclusive jurisdiction over any disputes. 15.5 Updates to Terms We reserve the right to update or modify these Terms at any time. Material changes will be notified via email or by posting a notice on our website. Continued use of the Services constitutes your acceptance of the revised Terms. 15.6 Contact Information For further details or updates, please visit our website: www.greeniewealth.com For clarifications or questions, please email: [email protected] or [email protected]
