SEBI Registered Research Analyst Reg. No. INH000029379

Wealth Vision Research SEBI Registered Research Analyst · INH000029379

Most Important Terms and Conditions

Mandatory Research Analyst terms to be disclosed and consented to before service begins.

These Most Important Terms and Conditions apply to research services of Wealth Vision Research, SEBI Research Analyst Reg. No. INH000029379. They must be disclosed with the complete terms and consented to before a fee is charged or a research service is rendered.

  1. These terms and the client's consent relate only to research services. The RA cannot execute or carry out a purchase or sale transaction for a client. A client must not permit the RA to trade on the client's behalf.
  2. For individual and HUF clients, the fee is subject to the maximum prescribed by SEBI/RAASB. The current limit is ₹1,51,000 per annum per family for all research services of the RA, excluding statutory charges. This ceiling does not apply to non-individual or accredited investors.
  3. Advance fees may be charged only with client agreement and will not exceed one quarter unless a later applicable SEBI/RAASB direction and signed terms expressly permit otherwise. On premature termination by either party, the client is entitled to a proportionate refund for the unexpired period.
  4. Fees may be paid only through specified traceable modes such as cheque, online bank transfer or compliant UPI. Cash is not accepted. Clients may optionally pay through Centralized Fee Collection Mechanism (CeFCoM) managed by BSE Limited.
  5. The RA will comply with SEBI/RAASB requirements for disclosure and mitigation of actual or potential conflicts and will promptly inform clients of a conflict that may affect the service.
  6. Assured, guaranteed or fixed-return schemes, and schemes of a similar nature, are prohibited and will not be offered.
  7. The RA cannot guarantee returns, profits, accuracy or risk-free investments. Opinions, projections and estimates depend on available data and assumptions as of the report date.
  8. Investments based on research recommendations are subject to market risk. Recommendations do not assure returns, and reliance on a report remains the client's own judgement and assessment.
  9. SEBI registration, RAASB enlistment and NISM certification do not guarantee the RA's performance or assure returns.
  10. For a grievance, first contact the RA at [email protected] or +91 90956 79744. If dissatisfied, lodge the grievance on SEBI SCORES. The client may also consider SMART ODR.
  11. Clients must keep their email address, mobile number and other contact details updated with the RA.
  12. The RA will never request login credentials or OTPs for a client's trading, demat or bank account. Never share them with anyone, including the RA.

AI-use disclosure

No Artificial Intelligence tools are presently used to prepare or deliver our research services. If this changes, the extent and purpose of AI use will be disclosed to clients before the affected service is provided.

The complete minimum mandatory terms, service scope, fee, period, risk factors and conflict disclosures are provided separately during client onboarding.

Standard Warning: Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.