🚨Most Important Terms and Conditions (MITC) 🚨

Applicable to Research Services by Anand Chaudhari

🏢 Entity Name: Anand Chaudhari

🖊️ SEBI Registration Number: INH000025151

✅ Non-Execution of Trades

✔ ANAND CHAUDHARI does not execute or carry out any purchase or sell transactions on behalf of clients.

✔ Clients are strictly advised NOT to permit the Research Analyst (RA) or its representatives to execute trades on their behalf.

✅ Fee Limits and Payment Terms

✔ Fees charged to individual and Hindu Undivided Family (HUF) clients shall not exceed the limits prescribed by SEBI/RAASB.

✔ Currently, the maximum fee is ₹1,51,000 per annum per family for all research services combined.

✔ This fee limit excludes statutory charges.

✔ Fee limits do not apply to non-individual clients or accredited investors.

✔ Fees may be charged in advance for a period not exceeding one Year unless otherwise agreed.

✔ In case of premature termination, clients will receive a refund of fees on a pro-rata basis for the unexpired service period.

✔ Acceptable modes of payment include cheque, online bank transfer, UPI, and other SEBI-approved methods. Cash payments are strictly prohibited.

✔ Optionally, clients can use the Centralized Fee Collection Mechanism (CeFCoM) managed by BSE Limited (recognized RAASB) to make payments securely.

✅ Conflict of Interest

• The RA strictly abides by SEBI and RAASB regulations requiring timely disclosure and mitigation of any actual or potential conflicts of interest.

• Clients will be promptly informed of any conflict that may affect their research services.

✅ Prohibition of Guaranteed Returns

✘ Any schemes involving assured, guaranteed, or fixed returns are expressly prohibited by law and shall never be offered by the RA.

✘ The RA does not guarantee profits, accuracy, or risk-free investments through its research.

✅ Market Risk and Loss Disclaimers

• "Investment in securities market are subject to market risks and potential loss of capital. Read all the related documents carefully before investing." 

• Recommendations do not assure returns, and clients must exercise independent judgment when acting on research reports.

• There is no recourse or right to claim compensation for losses arising from investment decisions based on research recommendations.

✅ Regulatory Registration and Certification

✘ SEBI registration as a Research Analyst, enlistment with RAASB, and NISM certification do not guarantee the RA's performance or assure returns

🚨 Investor SAFETY REMINDERS

✅ Make all fee payments ONLY through:

✔ The official website of Anand Chaudhari

✔ Direct bank account in the firm's name

✔ CeFCoM link or SEBI-authorized payment methods like a valid UPI.

✘ Never make payments to personal UPI IDs, unofficial bank accounts, or through unverified third-party links.

If you have any doubt, contact our Compliance Officer immediately:

✅ Security and Privacy Reminders

• The RA will never request clients' login credentials or OTPs for trading/demat/bank accounts.

• Clients must never share such sensitive information with anyone, including the RA.

✅ Optional Centralized Fee Collection Mechanism (CeFCoM)

✔ CeFCoM helps investors direct payments securely to legitimate SEBI-registered advisors.

✔ Enables investors to track payments made to research analysts.

✔ Investors can request CeFCoM payment links directly from registered Research Analysts and pay using authorized channels.

✅ Protection Against Social Media Scams

Common Scam Tactics to Watch For:

✔ Unsolicited Invitations: Beware of unsolicited messages or links inviting you to WhatsApp groups offering "VIP" trading tips or free courses.

✔ Fake Profiles: Scammers may create fraudulent identities impersonating market experts or RA representatives.

✔ Impersonations: Persons may masquerade as SEBI-registered intermediaries, well-known CEOs, or public figures.

✔ Fake Testimonials: Fraudulent groups show fabricated success stories to lure investors into transferring funds with false promises of high returns.

✅ Guidelines to Protect Yourself:

✔ Engage only with SEBI-registered intermediaries whose credentials are verified.

✔ Verify registration at SEBI's official portal: https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14

✔ Perform financial transactions only through official trading apps of SEBI-registered intermediaries: https://investor.sebi.gov.in/Investor-support.html

✔ Always communicate via authentic email addresses provided on SEBI's portal.

✅ Tips from the RA to Avoid Scams:

• Search the registered name of your RA on SEBI's official website.

• Obtain RA's official email/phone details from SEBI's listing.

• Initiate communication using the official email only.

• If you receive communication from an unrecognized or personal email, disregard it as a potential scam.