A. The Users agree and acknowledge that the subscription charges paid under
any of the subscription plans for availing the investment advisory services shall
be non-refundable. The Company does not owe any liability to refund the subscription
charges should the User decided to discontinue availing services or terminate the
account or under any other circumstances whatsoever.
B. The User further acknowledges that in the event the User intends to upgrade
from an existing plan to another plan during the subsistence of existing plan, the
monies remaining unutilised under the existing plan would be utilised under the
upgraded plan on pro-rata basis. Similarly, the User shall have the liberty to downgrade
from an existing plan to another plan, and the unutilised monies under the existing
plan shall be utilised on pro-rata basis in the downgrade plan. Provided however
that at the time of renewal of subscription plan at an annual interval, the User
shall be at liberty to choose any plan of his choice without any compulsion of continuing
with the existing plan.
C. The User agrees and acknowledges that the Company may get privy to certain
private and confidential information of the User at the time or during the course
of subscription to investments plans. Such information will be utilised by the Company
for internal purposes and will be kept confidential. However, the said information
may be disclosed by the Company pursuant to compliance with any order of a competent
court, authority or statute.
D. The Company reserves the right to cancel, discontinue, withdraw or modify
the terms and conditions of any plan without assigning any reason whatsoever and
without any prior notice to the Users. In such circumstances, the User shall be
provided with proportionate refund of the subscription charges for the balance period
within such reasonable time not exceeding 60 days.
E. The User agrees and confirms that no refund shall be provided under any
circumstances, in case the subscription to any plan is discontinued or terminated
by the User, the details and information with respect to the subscription plans
shall be made available by the Company only on its online platform. However, the
Company may send promotional email, text messages etc. from time to time to update
the Users about the subscription plans. The User gives consent to receive such emails,
text messages etc. on the email address or phone number registered with the Company.
In case of any change in the details as registered, the User shall inform the Company
giving sufficient advance notice to effect the necessary changes in the records.
The Company shall not be held liable for any omission in receipt of such reminders,
messages etc. on account of change in email address, phone number or other details
registered in the records of the Company.
F. The User agrees that the investment plan subscribed to by the User and
the investment advise provided there under shall be for the sole consumption and
use only by the User and not by any third party. The User shall not utilise the
information under the investment plan or investment advice for any business, non-personal
or illegal purposes or purpose other than investments through the online platform
of the Company. The User agrees that it shall not recompile, disassemble, copy,
modify, distribute, transmit, display, perform, reproduce, publish or create derivative
works from, transfer, or sell any information, services etc accessed under any subscription
plan, investment advice or otherwise. By accessing the details of any of the plans,
whether subscribed or not, any unauthorised use of the same by the User shall be
unlawful and subject to civil or criminal proceedings or penalties.
G. The User confirms and agrees having read, understood, agreed and accepted
thereof and all details relating to or in connection with the services availed by
H. The User authorises the Company to debit the bank account for applicable
subscription charges, fee, taxes, cess etc., details whereof are given by the User
at the time of registration of investment account with the Company. Any costs, expenses,
charges etc. arising out of any failure in exercise of such authority shall be borne
by the User and shall be recoverable by the Company from the User.