The most important terms and conditions apply to research services offered by Mohit Agrawal. They highlight the operational limits of the service, fee and refund rules, market-risk warnings, investor safety reminders, and anti-fraud guidance.
Entity
SEBI Registration
Fee Cap
Core Rule
Non-execution of trades
Mohit Agrawal does not execute purchase or sale transactions on behalf of clients. Clients are expressly advised not to permit the research analyst or any representative to place trades on their behalf.
Fees, payments, and refunds
- Fee limits for individual and HUF clients are subject to the limits prescribed by SEBI and RAASB.
- Fees may be charged in advance for up to one year unless otherwise permitted.
- If service is terminated early, refunds are handled on a pro-rata basis for the unused service period.
- Acceptable payment methods include cheque, online transfer, UPI, and other SEBI-approved methods. Cash payments are prohibited.
- CeFCoM may be used as an optional secure collection mechanism where applicable.
Conflict and guarantee restrictions
The terms require timely disclosure and mitigation of actual or potential conflicts of interest. They also make clear that guaranteed, fixed, or assured-return schemes are prohibited and will not be offered.
Risk warnings and registration notice
- Investment in securities markets is subject to market risk, and capital loss is possible.
- Research recommendations do not assure returns, and there is no recourse for market losses resulting from client investment decisions.
- SEBI registration, RAASB enlistment, and NISM certification do not guarantee performance or assure returns.
Investor safety reminders
- Pay fees only through the official website, direct bank account in the firm’s name, CeFCoM, or another verified authorized method.
- Never make payments to personal UPI IDs, unofficial accounts, or unverified links.
- The research analyst will never ask for trading, demat, or bank login credentials or OTPs.
- Clients should keep contact details updated to support service and grievance communication.
Grievance redressal contact
Email: mohit00852@gmail.com
Phone: +91 88663 04964
Website: www.tradewithmohitagrawal.com
Security and privacy
- (a) RA will never ask for login credentials or OTPs.
- (b) Clients must never share sensitive banking or trading information.
Centralized Fee Collection Mechanism (CeFCoM)
- (a) Enables secure SEBI-regulated payments.
- (b) Allows tracking of payments.
- (c) Payments must be made only via authorized CeFCoM links.
Protection against social media scams
Common scam tactics
- Unsolicited WhatsApp groups offering VIP tips or free courses.
- Fake profiles impersonating experts or SEBI intermediaries.
- Impersonation of CEOs or public figures.
- Fake testimonials showing false profits.
Investor guidelines
- Engage only with SEBI-registered intermediaries.
- Verify registration via SEBI Registered Intermediaries Directory
- Use official platforms: SEBI Investor Support Portal
- Communicate only via official email IDs listed on SEBI portal.
Tips to avoid scams
- Search RA name on SEBI website.
- Verify official contact details from SEBI listing.
- Use only official communication channels.
- Avoid unverified emails or messages.
Scam awareness and grievance channels
Clients are warned to be cautious of unsolicited invitations, fake profiles, impersonation, and fabricated success stories. Verification should be done through SEBI’s official research analyst registry. Questions or complaints can be raised at mohit00852@gmail.com or +91 88663 04964, with further escalation available through SEBI SCORES if needed.