LEGAL ENGAGEMENT TERMS

Terms of Service.

These terms explain the scope of our services, engagement conditions, fees, payment arrangements, cancellation provisions, and responsibilities of the parties. Please review the applicable terms before subscribing to or engaging our services.

1. Scope of Services

Wealth Compounder (Proprietor: Shivam Dugaya, SEBI Reg. No. INH000015631) provides Equity Research reports and investment advisory services. All advisory relationships are formalized through a bilateral agreement in accordance with applicable SEBI regulations.

2. Non-Discretionary Advisory Nature

Our advisory service is strictly non-discretionary. Wealth Compounder does not execute orders, manage funds, or hold custody of securities. The final decision to act upon any investment advice rests exclusively with the client.

3. Fees, Taxes & Billing

Fees are agreed upon before engagement and are billed transparently in accordance with SEBI prescribed regulatory caps. Payments must be made via recognized banking channels (NEFT, RTGS, UPI, Net Banking) to the official firm account.

4. Cancellation & Refund Policy

In accordance with SEBI circulars:

  • Investment Advisory: Either party may terminate the engagement by providing written notice as specified in the Advisory Agreement. In the event of early termination, unearned advisory fees for the unexpired portion of the term will be refunded on a pro-rata basis, subject to a reasonable administrative charge not exceeding 1 month's fee.
  • Research Subscription: Subscriptions cancelled within 7 days of onboarding will receive a pro-rata refund for the unexpired period.

5. Market Risk Acknowledgment

The client acknowledges that securities markets are subject to volatility and unpredictable macroeconomic shifts. Wealth Compounder gives no warranty or guarantee of capital appreciation or protection against capital loss.