Terms & Condition

NIKHIL BIPINBHAI BHATT

(Research Analyst)

SEBI Registration No. : INH000003630

PROPRIETOR OF SHREE INVESTMENT POINT

101, MADHAV COMPLEX, PATEL COLONY JAMNAGAR GUJARAT 361008

RESEARCH ANALYST AGREEMENT

Effective Date: 24-Feb-2025

Shree Investment Point is a Proprietorship firm having its registered office at 101, Madhav Complex, Patel Colony, opp. DKV College, Jamnagar – 361008, INDIA and Investment Point, a Gujarati weekly News Paper Registered With RNI is a division of Shree Investment Point and the owner and editor of Shree Investment Point Nikhil Bhatt is a SEBI registered Research Analyst under the SEBI (Research Analysts) Regulations, 2014 with registration number INH000003630.

These Terms and Conditions (“Terms”) govern your (“Client,” “You,” or “User”) usage of and access to the research services (“Services”) provided by Nikhil Bipinbhai Bhatt (Research Analyst) Proprietor of Shree Investment Point (referred to as “Research Analyst,” “We,” “Our,” or “Us” as the context may require).

The Research Analyst is registered with the Securities and Exchange Board of India (“SEBI”) as a Research Analyst (“RA”) under the SEBI (Research Analyst) Regulations, 2014. Please read these Terms carefully before subscribing to or using any of our Services. By accessing or using Our Services, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Services.

1. RA REGISTRATION & REGULATORY INFORMATION

• SEBI Registration: We are duly registered with SEBI as a Research Analyst under Registration No. INH000003630, valid as of November 2016. We comply with the SEBI (Research Analyst) Regulations, 2014 and other relevant SEBI guidelines/notices/circulars, as may be applicable from time to time.
• BSE Enlistment Number: Our BSE Enlistment Number (if applicable) is 5206.
• Scope of Registration: SEBI registration and any certifications (such as NISM) do not, in any way, guarantee the performance of the Research Analyst or assure returns to the client.

2. CLIENT DETAILS

Before availing of Our Services, the Client agrees to provide the following personal details as part of the registration process and Know Your Client (“KYC”) compliance:

You affirm that all details provided are true, accurate, and complete. Inaccurate or incomplete information may result in suspension or termination of your access to Our Services.

3. DEFINITIONS

• “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.
• “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.
• “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.
• “Business Days” Any day banks are open for business in Gujarat, India.

4. ELIGIBILITY

• 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.
• 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.

5. REGISTRATION & KYC

• 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.
• 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.

6. CONSIDERATION & MODE OF PAYMENT

• 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 1.50 lakhs per annum per family of clients, unless otherwise notified by SEBI.
• Payment Methods: Payment shall be made through recognized modes: NEFT, IMPS, payment gateways (Instamojo, Cashfree, Razorpay, Stripe, Jodo, Gpay, Phonepay and QR base), 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.
• CeFCoM (Optional): In line with SEBI guidelines, we offer an optional Centralized 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.

7. PROVISION & USE OF SERVICES

• 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.
• No Assured Returns: All investments in securities markets are subject to market risks. Registration with SEBI and certifications from NISM do not guarantee returns.
• 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.
• Risk Factors: Market and economic conditions vary, and past performance is not indicative of future returns.

8. USER OBLIGATIONS & RESTRICTIONS

• 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.
• You shall not describe yourself as our agent or make any representations or warranties on our behalf.
• All information provided by you must be accurate and complete.
• All research reports, materials, and intellectual property provided by us remain Our property.

9. CONFLICT OF INTEREST

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 be having a same position or same trade in his account.

10. DISCLAIMERS & LIMITATION OF LIABILITY

• 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 same trade in his account.
• 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.