Most Important Terms & Conditions
The Most Important Terms and Conditions governing the provision of research services are provided to ensure transparency between the Research Analyst and clients.
Compliance Notice: This document summarizes key terms governing research service engagement. Full statutory clauses are published upon completion of regulatory registration.
Nature of Research Services
The services provided by Finance With Jeff comprise independent equity research, market intelligence reports, fundamental analysis, and technical evaluations of Indian capital markets. Research opinions are analytical and do not constitute individualized portfolio management or guaranteed investment advice.
Scope of Services
Research services are strictly limited to independent equity research across Equity Intraday + Long Term, Equity Long Term, and Equity Intraday research publications. The analyst does not offer portfolio management, discretionary trading, or fund handling.
Fees
All applicable research subscription fees are specified in advance through official subscription invoices. Fees are payable via approved banking channels. No cash transactions or unapproved third-party accounts are permitted.
Client Responsibilities
Clients agree to review reports thoroughly, maintain account security, provide accurate onboarding details, and make independent investment decisions suited to their personal financial position and risk tolerance.
Risk Disclosure
Securities investments are subject to market risks, including the potential loss of principal capital. Clients must review all research documentation and risk disclosures before taking investment decisions.
Research Report Access
Subscribed clients receive access to published research reports, models, and market commentary through the secure client portal and registered email channels for their proprietary investment review only.
Termination / Cancellation
Subscriptions may be terminated or cancelled in accordance with the formal service agreement upon written notification. Standard procedures govern cancellation timelines and confirmation notices.
Refund Policy
Refund terms will be published with the applicable subscription terms. All service inquiries and cancellation requests are evaluated according to published subscription parameters.
Conflict Disclosures
The Research Analyst maintains an uncompromising conflict-of-interest policy. Any personal or financial holdings in covered securities by the analyst or associates will be clearly disclosed on each report.
Grievance Mechanism
Clients have the right to raise grievances through our structured escalation process: Step 1 (Research Analyst Desk), Step 2 (RAASB), Step 3 (SEBI SCORES), and Step 4 (Online Dispute Resolution - ODR).
Consent Requirements
By accessing our research services, clients confirm that they have read, understood, and consented to these Most Important Terms and Conditions.