Compliance Data

Parties to these Terms and Conditions:

i. Research Analyst: S Jagadish - RA (operated under Betanex Research Name), SEBI Registered Research Analyst, holding Registration No. INH000026910, with its registered office located at 4-1--15, Patnool Street, Tirupati, Andhra Pradesh 517501.

ii. Client: The individual or entity subscribing to or availing research services provided by the Research Analyst (hereinafter referred to as the “Client”).

1. Availing The Services:

The Client accepts the research services and confirms to avail the research services on its own discretion provided by the Research Analyst (“RA”), and the RA agrees to provide such services in accordance with the terms set forth underneath.

2. Obligations on RA and Client:

The client and the Research Analyst shall be bound by all applicable regulations, rules, circulars, and amendments issued by SEBI, including the SEBI (Research Analysts) Regulations 2014, and all other notifications from time to time.

3. Client Information and KYC:

Upon acceptance of services, the client shall submit all requisite documents as requested by the Research Analyst and assist in completing the KYC process.

The client gives consent for the Research Analyst to fetch KYC documents from the KYC Registration Agency (KRA).

4. Standard Terms of Service:

The Client acknowledges and gives consent to be bound by the terms set herewith, including any applicable amendments or updates provided by the Research Analyst.

I understand that: Any investment made based on the recommendations in the research report is subject to market risk; recommendations do not provide any assurance of returns.

There is no recourse to claim any losses incurred on investments made based on the recommendations in the research report; any reliance placed on the research report is based on the client’s own judgment and assessment.

Declaration by Research Analyst

The Research Analyst further declares that:

• It is duly registered with SEBI as a S Jagadish Research Analyst having Registration No.: INH000026910, Date of Registration: 11th May, 2026.
• It has registration and qualifications required to render the services contemplated under the RA Regulations, and the same are valid and subsisting.
• The services provided by the RA do not conflict with or violate any provision of law, rule, regulation, contract, or other instrument to which it is a party or to which any of its property is or may be subject.
• The maximum fee that may be charged by the RA is Rupees 1.51 lakhs per annum per family of clients.
• The recommendations provided by the RA do not provide any assurance of returns.

5. Consideration And Mode of Payment

The client shall duly pay the fees to the RA of the invoice raised or for any agreed amount either written/oral within 2 days.

• The Client agrees to make all payments via UPI, Net Banking, Payment Gateway, or any other verified banking channel. The Client shall not pay any fees in cash.
• The Client hereby agrees to pay the fees in the Bank account of the Research Analyst only. The RA shall not be liable for any payment made to a third-party account.

6. Risk Factors

The Client understands that the services provided by the Research Analyst involve inherent risks, and the Client agrees to bear full responsibility for any financial or other consequences arising from the use of these services.

Investment in the market is subject to market risk and is also subject to the following:

• Trading in equities, derivatives, and other securities are subject to market risks and there is no assurance or guarantee of returns.
• Past performance does not indicate future performance.
• Research recommendations may not always be profitable, as actual market movements may differ from anticipated trends.
• The Research Analyst is not responsible or liable for any losses resulting from research recommendations.
• Investment in securities markets are subject to market risks. Read all related documents carefully before investing.
• Registration granted by SEBI, enlistment as RA with exchange, and certification from NISM do not guarantee the performance of the intermediary or provide any assurance of returns to investors.

7. Conflict of Interest

The RA shall adhere to the applicable regulations, circulars, and directions specified by SEBI from time to time in relation to disclosure and mitigation of any actual or potential conflict of interest.

• The Research Analyst or any of its officers/employees does not trade in securities that are the subject matter of recommendation.
• There are no actual or potential conflicts of interest arising from any connection or association with any issuer of products/securities that may compromise objectivity or independence. Such conflicts, if any, will be disclosed to the client as and when they arise.
• The Research Analyst or its employees or associates have not received any compensation from the company which is the subject matter of recommendation.

Client is advised to refer to the detailed disclosure provided on our website.

8. Termination of Service and Refund of Fees

The Agreement may be terminated by the client if the Research Analyst fails to provide the research recommendations. However, the client cannot terminate the agreement solely based on not achieving the desired returns or incurring losses from trading on the recommendations, discontinuing the services without a valid reason, or in case of force majeure.

The RA may suspend or terminate rendering of research services to the client on account of suspension/cancellation of registration of RA by SEBI and shall refund the residual amount to the client.

In case of suspension of certificate of registration of the RA for more than 60 (sixty) days or cancellation of the RA registration, the RA shall refund the fees on a pro-rata basis for the period from the effective date of cancellation/suspension to the end of the subscription period.

9. Grievance Redressal

In the event of grievances related to non-receipt of the research report, missing content, or deficiencies in services, the Client may raise a grievance. The Research Analyst will ensure redressal within 7 days of such complaint.

• Step 1: The client should first contact S Jagadish (RA) using the below details:
  Contact: +91-7093412864
  Email: Settyjagadeesh65@gmail.com
  Website: https://www.betanexresearch.com/compliance#grievance-redressal
• Step 2: If the resolution is unsatisfactory, the client can lodge a complaint through SEBI's SCORES platform: www.scores.sebi.gov.in
• Step 3: The client may also consider Online Dispute Resolution (ODR) through the Smart ODR portal: www.smartodr.in
• Clients are required to keep contact details, including email ID and mobile number, updated with the RA at all times.

10. Most Important Terms and Conditions

These terms and conditions are applicable to the research services provided by the Research Analyst (RA). The RA cannot execute or carry out any trade (purchase/sell transaction) on behalf of the client. Clients are strictly advised not to permit the RA to execute any trade on their behalf.

The fee charged by the RA shall be subject to the maximum amount prescribed by SEBI/Research Analyst Administration and Supervisory Body (RAASB) from time to time (applicable only for Individual and HUF Clients).

Note:

• The current fee limit is Rs. 1,51,000/- per annum per family of clients for all research services.
• The fee limit does not include statutory charges.
• The fee limits do not apply to non-individual clients or accredited investors.

RA may charge fees in advance if agreed by the client. Such advance shall not exceed the period stipulated by SEBI; presently it is one quarter. In case of premature termination of the RA services by either the client or the RA, the client shall be entitled to seek refund of proportionate fees only for the unexpired period.

Fees to RA may be paid through cheque, online bank transfer, UPI, etc. Cash payment is not allowed. Optionally, the client can make payments through the Centralized Fee Collection Mechanism (CeFCoM) managed by BSE Limited.

The RA is required to abide by the applicable regulations, circulars, and directions specified by SEBI and RAASB regarding disclosure and mitigation of any actual or potential conflict of interest.

• Any assured, guaranteed, or fixed-return schemes are prohibited by law. No such scheme shall be offered by the RA.
• The RA cannot guarantee returns, profits, accuracy, or risk-free investments from the use of research services.
• Investments made based on recommendations in research reports are subject to market risks and do not provide any assurance of returns.
• SEBI registration, enlistment as RA with an exchange, and NISM certification do not guarantee performance or assure any returns to the client.
• The Research Analyst (RA) shall never ask for the client's login credentials or OTPs for Trading, Demat, or Bank Accounts. Clients must never share such sensitive information.

11. Optional Centralised Fee Collection Mechanism

There is an optional "Centralized Fee Collection Mechanism for Investment Advisors and Research Analysts" (CeFCoM) for fee payments. The Research Analyst has presently not opted for the same. Once the Research Analyst gets registered for it, the mechanism will thereafter be available to the client.

12. Confidentiality

The Client shall not share any confidential information with any third party without prior consent from the Research Analyst (RA) that has come to its knowledge during the course of engagement.

13. Dispute

No suit, prosecution, or other legal proceeding shall lie against the Research Analyst for any damage caused or likely to be caused by anything done in good faith under the provisions of the SEBI (Research Analyst) Regulations, 2014.

Any disputes between the parties shall be resolved through arbitration or other mutually agreed methods in accordance with applicable legal and regulatory guidelines.

14. Severability

If any provision is found to be invalid, illegal, or unenforceable, the remaining provisions shall remain in full force and effect.

15. Force Majeure

Neither party shall be held liable for any failure or delay in performance under these Terms due to circumstances beyond their reasonable control, including but not limited to natural disasters, government actions, or other unforeseen events.

The client hereby agrees to abide by all the terms and conditions of the research services.