Most Important Terms and Conditions (MITC)

Non-Execution of Trades

• The Research Analyst does not execute or carry out any purchase or sale transactions on behalf of clients.
• Clients must not permit the Research Analyst or its representatives to execute trades on their behalf.

Fee Limits and Payment Terms

• Fees charged to individual and HUF clients shall not exceed limits prescribed by SEBI/RAASB.
• The current maximum fee is ₹1,51,000 per annum per family for all research services combined.
• This limit excludes statutory charges.
• Fee limits do not apply to non-individual clients or accredited investors.
• Fees may be charged in advance for up to one year unless otherwise agreed.
• In case of early termination, a pro-rata refund will be issued for the unexpired period.
• Accepted payment methods include cheque, bank transfer, UPI, and other SEBI-approved methods. Cash payments are not permitted.
• Clients may optionally use the Centralized Fee Collection Mechanism (CeFCoM) managed by BSE Limited for secure payments.

Conflict of Interest

• The Research Analyst complies with SEBI and RAASB regulations regarding disclosure and mitigation of conflicts of interest.
• Clients will be informed promptly of any conflict that may affect services.

Prohibition of Guaranteed Returns

• Any scheme offering assured, guaranteed, or fixed returns is prohibited by law.
• The Research Analyst does not guarantee profits, accuracy, or risk-free investments.

Market Risk and Loss Disclaimers

• Investments in securities are subject to market risks. Clients should read all related documents carefully before investing.
• Recommendations do not assure returns. Clients must exercise independent judgment.
• No compensation can be claimed for losses arising from investment decisions based on research recommendations.

Regulatory Registration and Certification

SEBI registration, RAASB enlistment, and NISM certification do not guarantee performance or returns.

Investor Safety Reminders

Make payments only through the following official channels:

• The official website of Chanakya Investment
• Direct bank account in the firm’s name
• Authorized CeFCoM payment links
• Valid UPI IDs associated with the firm

Do not make payments to personal accounts or unverified third-party links.

Grievance Redressal Process

1. Contact the Research Analyst:
   • Email: info@chanakyainvestment.com
   • Phone: +91 97187 74422
   • Website: Visit Chanakya Investment official website
2. Ensure your contact details are updated with the Research Analyst.

Security and Privacy Reminders

• The Research Analyst will never request login credentials or OTPs.
• Clients must not share sensitive information with anyone.

Centralized Fee Collection Mechanism (CeFCoM)

• Enables secure payments to SEBI-registered advisors.
• Allows tracking of payments made to research analysts.
• Payment links can be requested directly from registered analysts.

Protection Against Social Media Scams

Common Scam Tactics

• Unsolicited invitations to trading groups or courses
• Fake profiles impersonating experts
• Impersonation of SEBI-registered entities or public figures
• Fake testimonials promising high returns

Guidelines to Protect Yourself

• Verify SEBI registration using the SEBI registered intermediaries verification page
• Use only official trading platforms listed on the SEBI investor support portal
• Communicate only through verified contact details listed on SEBI’s website.

Additional Safety Tips

1. Search the Research Analyst’s registered name on SEBI’s official website.
2. Verify official contact details before communication.
3. Initiate communication using official email only.
4. Ignore communication from unverified or personal email addresses.

Verify intermediaries using the SEBI Check portal for intermediary verification .

Cybercrime Reporting and Support

• Report cybercrime via the National Cyber Crime Reporting Portal
• Call the National Cybercrime Helpline: 1930
• File a financial fraud complaint online at the Cybercrime complaint registration page
• Contact cybercrime grievance officers through the Cybercrime grievance contact directory
• Watch awareness content on the Cybercrime awareness video gallery