Terms, Disclosures & Disclaimers

Forming part of the Terms and Conditions for Research Services

Note: Some clauses may appear in multiple sections to reinforce SEBI-mandated investor protections.

Section A: Regulatory Identity

This website is operated by Chimakurthy Venkatesh, a SEBI Registered Research Analyst (Individual Category), SEBI Registration No. INH100006454. All services are provided in accordance with SEBI (Research Analyst) Regulations, 2014.

Section B: Most Important Terms and Conditions (MITC)

1. Research Execution Restriction

The Research Analyst (RA) cannot execute or carry out any trade (purchase/sell transaction) on behalf of the client. Clients are advised not to authorize the RA to execute trades.

2. Fee Limits

Fees charged to individual or HUF clients are subject to SEBI/RAASB-prescribed limits.

  • Current cap: ₹1,51,000 per annum per client family.
  • Statutory charges are excluded from this cap.
  • Limits do not apply to non-individual or accredited investors.

3. Advance Fee Collection

Advance fees, if agreed, shall not exceed one quarter. Upon premature termination, clients are entitled to a proportionate refund for the unexpired period.

4. Payment Modes

Accepted modes: cheque, online transfer, UPI. Cash is not permitted. Clients may optionally use CeFCoM (BSE-managed).

5. Grievance Redressal

  1. Contact the RA using details provided on this website.
  2. If unresolved, lodge a complaint via SEBI SCORES: scores.sebi.gov.in
  3. Alternatively, use Smart ODR: smartodr.in

6. Security of Credentials

The RA will never ask for login credentials or OTPs for trading, demat, or bank accounts. Clients must never share such information.

Section C: Disclosures

7. Independence of Research

Research is conducted independently without influence from brokers, investment bankers, or promoters. Compensation is not linked to any investment banking or brokerage activity.

8. Conflict of Interest

The RA discloses any actual or potential conflicts of interest in research reports. Ownership and personal trading disclosures are made where applicable.

9. No Return Schemes

Offering assured, guaranteed, or fixed return schemes is prohibited. Clients should report any such claims immediately.

10. No Guarantee of Returns

The RA does not guarantee returns, profits, or accuracy. All projections are based on available data and assumptions at the time of publication.

11. Registration Does Not Guarantee Performance

SEBI registration, RAASB enlistment, or NISM certification does not imply performance assurance or guaranteed returns.

Section D: Disclaimers

12. Market Risk Disclaimer

Investments based on research are subject to market risks. No assurance of returns is provided. Clients must use their own judgment when acting on research reports.

13. No Investment Advice

Research content is for informational purposes only and does not constitute investment advice. Clients should consult their financial advisors before making decisions.

14. Copyright Notice

All content, including research reports and layouts, is the intellectual property of Chimakurthy Venkatesh. Unauthorized use or reproduction is prohibited.

15. Accessibility Commitment

This website is committed to digital accessibility in accordance with the RPwD Act, 2016. Feedback is welcome via email.

Section E: Contact for Clarifications

Name: Chimakurthy Venkatesh
SEBI Reg. No.: INH100006454
Email: cvresearchanalyst@gmail.com
Phone: +91 9032300021

Last Updated: 30 September 2025