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Legal Agreement

Terms & Conditions

These terms govern the use of research-related services provided under the NiiveshNeeti brand. Please read them carefully before subscribing to any of our advisory plans.

1. Client Agreement & Service Scope

  • In compliance with applicable laws, the client voluntarily engages NiiveshNeeti to provide research-based recommendations, acknowledging that this is undertaken entirely at their own risk and subject to the terms and conditions outlined in this agreement.
  • The client confirms that they have thoroughly read and understood the terms and conditions governing the research recommendation services, including the fee structure and the process for fee payment.
  • No Fund Management: It is expressly stated that the Research Analyst does not manage funds or securities on behalf of clients. Any monetary transactions made by the client are solely for availing the research services provided by the Research Analyst.
  • No Assured Returns: The Research Analyst does not provide any assured or guaranteed return services. The scope of services offered aligns strictly with the SEBI (Research Analysts) Regulations, 2014.

2. Investment Risks & Disclaimers

  • Investments in equities, derivatives, mutual funds, and exchange-traded instruments are subject to market fluctuations, and there is no certainty that the investment strategy will achieve its intended objectives.
  • Past performance of the Research Analyst does not serve as an indicator of future results, and no guaranteed returns are being offered to investors.
  • Research recommendations may not always yield profits, as actual market movements may differ significantly from anticipated trends.
  • The Research Analyst is not responsible for any financial losses incurred due to reliance on its research services.
  • SEBI registration and NISM certification do not imply any guarantee of performance or assurance of returns.
  • Standard Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

3. Limitation of Liability & Force Majeure

  • Except where required by law, the Research Analyst, its employees, or affiliates shall not be held liable for any losses incurred by the client, including any decline in asset value due to market fluctuations, underperformance, or non-performance of securities.
  • NiiveshNeeti shall not be held liable for losses resulting from investment decisions based on research recommendations, provided these recommendations were made in good faith and with the level of care, diligence, and prudence expected from a professional in a similar fiduciary role.
  • The Research Analyst shall not be responsible for any delays, errors, or interruptions in service caused by factors beyond its control (Force Majeure).
  • These factors include, but are not limited to: Actions of civil or military authorities, national emergencies, strikes or labor disruptions, natural disasters (fires, floods), Acts of God, war, riots, or failures in communication networks and power supply.

4. Fees, Security & Confidentiality

  • Confidentiality: All research reports and website content are strictly confidential. Clients, employees, and associates are prohibited from sharing, distributing, or copying any research materials for commercial or public purpose.
  • Official Payments Only: Fee payments should be made only to the official account listed on our website. Under no circumstances should payments be transferred to any personal or unverified individual account. All payments made through this website are directly mapped to the bank account managed by Amit Kori.
  • Fee Structure: Advisory service fees range from ₹499 to ₹1,49,999, depending on the nature, scope, and duration of the selected investment advisory plan, as disclosed upfront and charged in accordance with SEBI (Research Analyst) Regulations.
  • Refund Policy: Advisory fees once paid are strictly non-refundable, irrespective of market performance, personal investment decisions, or early discontinuation of the service.
  • Security Advisory: We do not operate, manage, or access any client’s Demat or trading accounts. Clients are heavily advised not to disclose sensitive credentials such as User ID, passwords, security question answers, or OTPs to any of our employees. We will not be responsible for any unauthorized transactions resulting from such disclosures.

5. Dispute Resolution & Policy Updates

  • Legal Disclaimer: The Research Analyst shall not be held liable for any legal action, prosecution, or claims arising from actions taken in good faith under the provisions of the Securities and Exchange Board of India (Research Analysts) Regulations, 2014. Any damage, whether actual or potential, resulting from such actions shall not be grounds for legal proceedings.
  • Arbitration: Any disputes, disagreements, claims, or conflicts arising between the Client and the Research Analyst, including their respective representatives, shall be resolved in accordance with the provisions of The Arbitration and Conciliation Act, 1996, along with any amendments or re-enactments in effect at the time.
  • Jurisdiction: All arbitration proceedings and legal disputes will take place exclusively in the state of Maharashtra.
  • Policy Updates: NiiveshNeeti reserves the right to modify or update these terms and conditions as necessary, without prior individual notice to clients. Continued use of the service constitutes acceptance of the updated terms.