Research only
The RA cannot execute any purchase or sale on your behalf. Do not permit trade execution by the RA. The service is a model research portfolio, not management of your personal assets.
INVESTOR DOCUMENTS / 2026-10-31.1
Most Important Terms & Conditions
Read with the full research-service terms and SEBI’s prescribed MITC. Mandatory requirements prevail over any inconsistent clause.
Pre-launch draft. Service details and operational disclosures are being completed. Access remains subject to onboarding and activation.
Fees and advance payments
Fees for individual / HUF clients are subject to the regulatory family-level ceiling, currently ₹1,51,000 per year excluding statutory charges, subject to revision. The fee cap does not apply in the same way to accredited or non-individual clients. Advance payments, if separately agreed, cannot exceed the period permitted by SEBI; the operative advance-fee provision allows up to one year. Statutory refund rights for the unexpired service period apply.
Payment methods
Permitted non-cash methods may include cheque, online bank transfer and authorised UPI; cash is not accepted. CeFCoM through BSE is optional. There is no payment to make for the introductory ₹0 service and no payment mandate is collected.
Conflicts and research limitations
The RA must disclose and mitigate material conflicts. Research estimates reflect available information and assumptions at their publication date. Assured, guaranteed or fixed-return schemes are prohibited. Returns, profits, accuracy and risk-free investments cannot be guaranteed.
Investment risk
Investments based on research remain exposed to market risk. Assess the conclusions using your own judgement. Research recommendations do not assure returns, and ordinary investment losses do not create a right to reimbursement. Statutory remedies for service deficiency or misconduct are preserved.
Registration
SEBI registration, RAASB enlistment and NISM certification do not guarantee the analyst’s performance or returns to a subscriber.
Complaints and escalation
First contact the RA / designated grievance officer using the compliance centre. If unresolved or unsatisfactory, use SEBI SCORES at scores.sebi.gov.in. Online dispute resolution is available through smartodr.in under its applicable procedures.
Contact details and credentials
Keep email and phone details current. Never provide trading, demat or bank account login details, passwords or OTPs to the RA.
Provider: Isha Jain · upskillwithisha@gmail.com · +91 9911183406
Registered office: awaiting verification before launch.
Registration date: awaiting verification · BSE enlistment: awaiting verification