SEBI Registered Nos.

  • Portfolio Manager - INP000003468
  • Stock Broker - INZ000193533
  • AMFI ARN - 124058
  • NSE, BSE, MCX - INZ000193533
  • CIN - U67190WB1999PTC090087
  • Investment Advisory Reg No - INA300002022
Value Stocks

Value Stocks

  • 8336087004

INVESTMENT ADVISORY SERVICES AGREEMENT

“Value Stocks” is a product developed and owned by Dynamic Equities Private Limited (hereinafter referred to as “Dynamic” or “Investment Adviser.”).

Dynamic is a transparent Company and wants its clients to be aware of all the terms and conditions. Therefore, we suggest you to go through our terms and conditions carefully before you make use of our services.

Electronic Signature Agreement. By selecting the "I Accept" button, you are signing this Agreement electronically. You agree your electronic signature is the legal equivalent of your manual signature on this Agreement. By selecting "I Accept" you consent to be legally bound by this Agreement's terms and conditions.By logging into and accepting this Agreement you understand, represent, acknowledge and agree to be bound by this Agreement as if you have manually signed this Agreement.

In terms of Information Technology Act, 2000, this document is an electronic record, being generated by a computer system and it does not require any physical or digital signature. Your acceptance to the terms and conditions shall be considered as your consent to use the App, the Website, the services and products (collectively referred to herein as “Services”) provided by Value Stocks in accordance with the terms and conditions laid down by Value Stocks.

These Terms and Conditions are published in accordance with the provisions of Rule 3 (1) of the Information Technology (Intermediaries guidelines) Rules, 2011 that require publishing the rules and regulations, privacy policy and user agreement for access or usage of the intermediary's computer resource by any person.

1. Terms of Use

This document lays out the terms and conditions that apply to the access and use of the Value Stocks platform through the website “www.valuestocks.in” (herein after referred to as “Website”), Mobile Application “Value Stocks”, including any other sub-domain or platform which is owned, developed, managed or operated by Dynamic Equities Private Limited, and/or its affiliates (hereinafter referred to as “App”). App and website shall together hereinafter referred as “Platform”.

2. Interpretation

The words, “him”, “his”, “You”, “Your”, “Client”, “User” “Investor”, “I”, “Subscriber” and “Customer” refer to the person(s) who use and avail the Services and Products of Value Stocks Website / App and shall include both singular and plural.

These terms shall constitute a binding contract between Dynamic and you when you download the App or use the services on Website and / or the App or use its Services on any other platform managed by Dynamic and shall be referred to herein as the “Agreement”. Downloading and installing the App or using the services of the Website or the App shall be deemed to constitute sufficient proof that you have read, understood and accepted these terms.

These Terms and Conditions contain important information regarding the Services that Value Stocks will provide to you and for your own protection you should read them carefully before accepting them. If you do not agree to these terms you must not proceed to use the App or use the Services provided on the website or mobile application.

This Agreement is to be read with our privacy policy, disclaimer document, disclosure, terms and conditions document or other such documents as may apply to a particular account / service / situation / circumstance / transaction.

Reference to any statute, ordinance or other law includes all regulations and other instruments and all consolidations, amendments, re-enactments or replacements for the time being in force. All headings, bold typing and italics (if any) have been inserted for convenience of reference only and do not define limit or affect the meaning or interpretation of the terms contained herein.

Without prejudice to any other specific requirement which may be laid out in this Agreement, your use of the App / Website and the Services and specifically, your acceptance of these terms as aforesaid shall be deemed to be a representation from you that you are above 18 years of age, or possess legal parental or guardian consent, and are fully able, conscious and competent to enter into this Agreement and make your investment decisions, execute the investment transactions, evaluate the advice, if any, and confirm to abide by and comply with the terms set forth herein.

3. Description of the Value Stocks App / Website

Value Stocks(including the Appand Website) is owned by Dynamic Equities Private Limited, a Company incorporated under the Companies Act, 2013 and having its registered office at Technopolis, 14th floor, BP 4, Sector V, Salt Lake, Kolkata and is also registered with the Securities and Exchange Board of India (‘SEBI’) as an Investment Adviser under SEBI (Investment Advisers) Regulations, 2013 (‘IA Regulations’) vide registration No.INA300002022. Value Stocks is in the business of providing investment advisory servicesto users through its technology platforms.

Value Stocks shall use the information you provide about your investment and risk assessment to make investment recommendations to you in the form of one or more suitable investment advisory strategy. The advice or information that is visible on Value Stocks would be prepared on the basis of information available with Value Stocks, including data which it receives from the 3rd Parties offering the product and Value Stocks would not independently verify the said information and also based on Value Stock's understanding of assessing risk and suitability in line with your objectives, profile, and requirements as per the details / information provided by you. Upon receipt of the advice, you may decide whether to disregard it (in whole or in part) or to act upon it (in whole or in part). All investment decisions shall be made at your sole discretion.You are free to use any other platform at your free will to make investment when you have received advisoryservices from Value Stocks. Also, mere view of certain Stock Markets/Securities/Mutual Funds information on the App or Website does not amount to advisory. Advisory services are considered to be availed when a client pays the subscription amount / fees and avails any particular strategy (ies).While providing Advisory Services, Value Stocks has not undertaken any regulatory, legal, tax or accounting analysis relating to the suitability of the products invested by you. You should seek appropriate professional advice including tax advice before acting upon our investment advice.

4. Appointment of the Investment Adviser

Pursuant to valid and proper authority and in accordance with Applicable Laws, the client hereby appoints, entirely at his / her / its risk, Dynamic as the Investment Adviser to provide services to the client in accordance with the provisions of this document, SEBI (Investment Advisers) Regulations, 2013 and circulars issued thereunder (as applicable and in force from time to time).

5. Declaration by Investment Adviser

Dynamic Investment Advisory Division,declares that it shall not manage funds and securities on behalf of the client and that it shall only receive such sums of monies from the client as are necessary towards fees for advisory services.

Dynamic also declares that it shall not, in the course of performing it’sservices to the client, hold out any investment advice implying any assured returns or minimum returns or target return or percentage accuracy or service provision till achievement of target returns or any other nomenclature that gives the impression to the client that the investment advice is risk-free and/or not susceptible to market risks and or that it can generate returns with any level of assurance.

6. Fees

Sl.No Strategy Price
1. Valuation Strategy inspired by Sunil Singhania - Mid &SmallCap Rs. 4,999.00/Year
2. Valuation Strategy inspired by Kenneth Fisher - MultiCap Rs. 4,999.00/Year
3. Valuation Strategy inspired by Benjamin Graham (Father of Value Investing) - Mid &SmallCap Rs. 4,999.00/Year
4. Valuation Strategy inspired by John Templeton - MultiCap Rs. 4,999.00/Year
5. Long Term Quality Strategy inspired by Warren Buffett - Large & Mid Cap Rs. 4,999.00/Year
6. Momentum strategy inspired by George and Hwang - Large &MidCap Rs. 4,999.00/Year
7. Growth Strategy Inspired by Philip Fisher - Large &MidCap Rs. 4,999.00/Year
8. Growth Strategy Inspired by Jim Slater - Mid &SmallCap Rs. 4,999.00/Year
9. Top 50 Large Cap Growth Strategy - Quarterly Rs. 3,999.00/Year
10. MidCap Long Term Growth Strategy Rs. 4,999.00/Year
11 Momentum strategy inspired by Pim Van Vliet - Large &MidCap Rs. 4,999.00/Year
12. Momentum strategy inspired by Wesley Gray - Large &MidCap Rs. 4,999.00/Year
13. Momentum strategy inspired by NarasimhanJegadeesh - Large &MidCap Rs. 4,999.00/Year
14. LargeMid Mutual Fund Strategy Rs. 4,999.00/Year
15. Large Mid Coffee Can Strategy Rs. 4,999.00/Year
16. Multicap Mutual Fund Strategy Rs. 4,999.00/Year
17. Focused Mutual Fund Strategy Rs. 4,999.00/Year
18. Smallcap Mutual Fund Strategy Rs. 4,999.00/Year
19. Largecap Mutual Fund Strategy Rs. 4,999.00/Year
20. Midcap Mutual Fund Strategy Rs. 4,999.00/Year
21. MidCap Price Momentum Strategy - Quarterly Rs. 4,999.00/Quarter
Rs. 9,900.00/Year
22. LargeCap 100 Growth Strategy - Quarterly Rs. 9,900.00/Year
Rs. 4,999.00/Quarter
23. Small Cap Growth Strategy - Quarterly Rs. 4,999.00/Quarter
Rs. 9,900.00/Year
24. Best Stock As Per MF Buying - MultiCap Rs. 4,999.00/Quarter
Rs. 9,900.00/Year
25. Growth Small Cap Strategy inspired by William O'Neil - Quarterly Rs. 4,999.00/Quarter
Rs. 9,900.00/Year
26. MidCap Growth Strategy - Quarterly Rs. 4,999.00/Quarter
Rs. 9,900.00/Year
27. Multicap Growth Strategy Rs. 9,900.00/Year
Rs. 4,999.00/Quarter
28. Debt Mutual Fund Strategy Rs. 9,900.00/Year
Rs. 4,999.00/Quarter
29. Nifty Index Trend Strategy Rs. 9,900.00/Year
Rs. 4,999.00/Quarter
30. Stocks Derivative Strategy - Monthly Rs. 4,999.00/Quarter
Rs. 9,900.00/Year
31. Low Risk Stock Derivative Strategy - Monthly Rs. 1,999.00/Month

7. Scope of services

The services to be provided by Dynamic, has already been described in detail. However, the same shall be subject to the activities permitted under the SEBI (Investment Advisers) Regulations, 2013. Dynamic shall act in a fiduciary capacity towards clients and disclose all conflicts of interest as and when they arise.

8. Functions, obligations, duties and responsibilities of the Investment Adviser

Functions, obligations, duties and responsibilities of Dynamic (including principal officer and all persons associated with the investment advice), are as follows:

(a) Dynamic shall comply with the terms of compliance with the SEBI (Investment Advisers) Regulations, 2013 and its amendments, rules, circulars and notification.

(b) Dynamic shall comply with the eligibility criteria as specified under the SEBI (Investment Advisers) Regulations, 2013 at all times.

(c) Dynamic shall carry out a suitability test including a risk profile of the Client in order to enable it to understand the risk profile of the Client. The Client undertakes and confirms to Dynamic that all the information provided to it to ascertain the risk profile and the suitability would be true and correct. The Client also acknowledges that the questionnaire provided by Dynamic to conduct the suitability test is only an inclusive one. Any information which is not solicited therein and may be deemed to be important for the specific purpose would have to be disclosed by the Client on its own accord.The Client also acknowledges that any changes in the said information would be informed to by the Client to Dynamic without delay.

(d) Dynamic will maintain client-wise KYC, advice, risk assessment, analysis reports of investment advice and suitability, terms and conditions document, rationale of advice, related books of accounts and a register containing list of clients along with dated investment advice in compliance with the SEBI (Investment Advisers) Regulations, 2013.

(e) Dynamic will comply with the provisions regarding compliance audit as per the SEBI (Investment Advisers) Regulations, 2013.

(f) Dynamic will undertake to abide by the Code of Conduct as specified in the Third Schedule of the SEBI (Investment Advisers) Regulations, 2013.

9. Investment objective and guidelines

(a) Details of types of securities in which investment advice would be provided– Dynamic gives advice on the stocks listed in Recognized Stock Exchange. The main investment strategies are on small cap, mid cap, large cap, multi cap stocks. It also gives advisory on Mutual Funds and Derivatives. The listof strategies with their pricing has been given above.

(b) Based on the risk profiling conducted for the client, total budgeted investment amount of the client and approximate time period for deployment, suitable strategy is opted by the client.

10. Risk Factors

a. The Client acknowledges that he/she/it has received and read the disclosure document provided by Dynamic.

b. The Client hereby confirms that he/she/it is aware that the investment in Securities is subject to a very wide range of risks which include amongst others an unpredictable loss in value of the Assets or any future investments made by the Client, inter alia –

i. Overall economic slowdown, unanticipated corporate performance, environmental or political problems, changes to monetary or fiscal policies, changes in government policies and regulations with regard to industry and exports;

ii. Delays on the part of companies, corporations or other authorities in registering transfer of securities or other factors beyond the control of Dynamic;

iii. Acts of force majeure including nationalization, expropriation, currency restriction, measures taken by any government or agency of any country, state or territory in the world, industrial action or labour disturbances of any nature amongst staff of Dynamic or of its agents (or of any third parties), boycotts, power failures or breakdowns in communication links or equipment (including but not limited to loss of electronic data), international conflicts, violent or armed actions, acts of terrorism, insurrection, revolution, nuclear fusion, fission or radiation, or acts of God, default of courier or delivery service or failure or disruption of any relevant stock exchange, depository, clearing house, clearing or settlement systems or market or the delivery of fake or stolen securities;

iv. De-listing of Securities or market closure, relatively small number of scrip’s accounting for a large proportion of trading volume;

v. Limited liquidity in the stock markets impeding readjustment of portfolio composition;

vi. Volatility of the stock markets, stock market scams, circular trading of securities and price rigging;

vii. Default or non-performance of a third party, company’s refusal to register a security due to legal stay or otherwise and disputes raised by third parties;

viii. Low possibilities of recovery of loss due to expensive and time consuming legal process;

ix. The values of the portfolio may be affectedby changes in the general market conditions and factors and forces affecting the capital markets, in particular, level of interest rates, various market related factors, trading volumes, settlement periods, transfer procedures, currency exchange rates, foreign investments, changes in government policies, taxation, political, economic and other developments, closure of stock exchanges, etc;

x. Past performance is not an indication that returns in the future with regard to either the same investment opportunity or any other future investment opportunitywith respect to which Dynamic has given advice or gives advice in future, will be achieved. The Client is not being offered any assurance, insurance or guarantee that either the objective of the investment opportunity will be achieved or of any indicative returns or of protection of initial corpus or of appreciation of the Assets through this investment opportunity and the name of the investment opportunity does not, in any manner indicate its prospects or returns; and

xi. Investment opportunities using derivatives/futures and options products are affected by risks different from those associated with stocks and bonds. Such products are highly leveraged instruments and their use requires a high degree of skill, diligence and expertise. Small price movements in the underlying securities may have a large impact on the value of derivatives, futures and options. Some of the risks relate to mispricing or the improper valuation of derivatives/futures and options and the inability to correlate the positions with underlying assets, rates and indices.

c. The Client acknowledges and confirms that the terms of this Agreement do not constitute any warranty or similar obligation on the part of Dynamic and Dynamic does not guarantee or assure the Client of the value of or returns on the Assets in any manner whatsoever. The Client is aware that the value of the Assets could depreciate to an unpredictable extent.

11. Validity of advisory services

Dynamic shall provide such Investment Advisory Services under various plan tenures selected by the Client.

The Client has the option of renewing the Plan anytime. Upon renewal of such Plan, the Client shall continue to remain governed by the terms and conditions as set out in this Agreement until the termination of this Agreement.

12. Amendments and termination

1. Terms of Use

a. This Agreement shall commence from the date of execution of this Agreement.

b. Dynamic reserves the right to change, modify, add, or remove portions of this Agreement, privacy policy and disclaimers displayed on our Platform from time to time (“Terms”) (each, a change and collectively, changes). The revised Terms shall be made available on the Platform. Clients are requested to regularly visit the Platform to view the most current version of the Terms. It shall be Client’s responsibility to check the Term periodically for changes. The changes will become effective, and shall be deemed accepted by Client, 24 hours after the initial posting and shall apply immediately on a going-forward basis with respect to use of the Platform, availing the Services or for payment transactions initiated through the platform after the posting date. If Client does not agree with any such change, Client’s sole and exclusive remedy is to terminate the use of the App / Website / Service. However no refund of fees will be done, in such cases. Client’s continued use of the App / Website / Service following the posting of changes will mean that Client accepts and agrees to changes.

c. This Agreement shall continue to subsist until terminated under this Clause in the manner provided herein below.

d. The provisions of this Agreement relating to termination, payment of Advisory Fees and costs, charges, expenses and other amounts to Dynamic, choice of law, jurisdiction and notice and all rights and obligations which have accrued or arisen prior to the termination of this Agreement shall survive the termination of this Agreement.

e. The termination of the Investment Advisory Services under this Agreement can take place in the following circumstances:

i. By operation of law;

ii. Suspension or cancellation of certificate of registration of the Investment Advisor by SEBI;

iii. Bankruptcy or liquidation of the Investment Advisor or the Client, if applicable;

iv. Voluntary or compulsory termination of Investment Advisory Services by the Investment Advisor and the Client;

v. By mutual consent; and

f. Notwithstanding what is stated aforesaid Dynamic reserves the absolute discretion to terminate this Agreement without assigning any reasons.

13. Any other action taken by other regulatory body/ government authority

There is no action taken by other regulatory body/government authority against the Dynamic.

14. Relationship with related entities

Dynamichas maintained an arms-length relationship between its activities as an investment adviser and other activities. It has and shall clearly segregate the Investment Advisory Division from execution services and all other activities.

15. Conflict of Interest

The Client shall (promptly on gaining knowledge of the same) disclose to Dynamic in writing the details of the interest of the Client in any listed company or other corporate body which may enable the Client to obtain unpublished price sensitive information in respect of such company or corporate body. The Client shall keep Dynamic indemnified against the consequences of any non-disclosure in this respect.

The Client shall (promptly on gaining knowledge of the same) inform Dynamic in writing the details of all shares which term, in this clause, includes any instruments carrying voting rights held by the Client in any listed company or corporate body.

Compliance with the provisions of the SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011 and the SEBI (Prohibition of Insider Trading) Regulations, 1993 on account of any purchases of Securities by the Client shall be the responsibility of the Client and the Client shall keep Dynamic indemnified against the consequences of any non-compliance thereof by the Client.

Dynamic is also a (A) Stock Broker registered with SEBI bearing SEBI Registration Number INZ000193533, (B) Portfolio Manager registered with SEBI bearing SEBI Registration Number INP000003468, (C) Mutual Fund distributor registered with AMFI bearing ARN 12058 and (D) Depository Participant registered with the NSDL vide Registration No. IN-DP-CDSL-192-2002. It is also engaged in the business of proprietary trading and Cliental broking/execution in Stock Exchanges. However, Dynamic provides investment advisory services through a separate division namely Dynamic-Investment Advisory Division and keeps its Investment Advisory services clearly segregated from other activities.

The Client agrees and accepts that Dynamic may, from time to time:

Advice, acquire, have and/or maintain a position in any Security similar to the Securities held, purchased or sold for the Client forming part of the advise provided to the Client;

Advice, acquire, have and/or maintain a position in any Security similar to the Securities held, purchased or sold for the Client forming part of the advise provided to the Client;

Advice to purchase or sell any Security which forms part of the portfolio of Dynamic or its other clients or which is otherwise purchased, sold or traded in by Dynamic on its own account or on account of its other client(s);

Advise to purchase or sell on its own account or on behalf of any other client, any Security which forms part of the Assets;

Have a commercial or other relationship or agreement with any share and stock-brokers, banks and companies with whom or through whom transactions are carried out by the Client for purchase and sale of any of the Securities or with any issuer of Securities whose Securities are purchased and/or sold by the Client;

Deal on the Client’s behalf with any Affiliate (as defined below) of Dynamic as long as the terms are as favorable to the Client as would be ordinarily available to other clients of the Affiliate;

Act as principal, agent or broker in any transaction; and in such event, Dynamic shall be separately compensated for its actions in that capacity;

Act in its capacity as other intermediary for which it has appropriate registrations and / approvals, however, Dynamic shall provide the Investment Advisory Services only through the Dynamic-Investment Advisory Division; and

Dynamic may, from time to time invest in Securities, for the issue of which Dynamic or its affiliate is the lead manager, underwriter, merchant banker, advisor or other intermediary.

Dynamic may from time to time have business relationships with issuing companies or corporations whose Securities are privately placed and may advise, if found suitable for the Client to purchase or sell such stock of Securities.

Clarification: For the purposes of this Agreement “Affiliate”, in relation to Dynamic, shall include any company, body corporate, individual or other person who or which is an affiliate of or who or which is in any manner associated with or related to Dynamic or any director, shareholder or employee of Dynamic or any holding company or subsidiary of Dynamic or any company under common control as Dynamic.

16. No conflict of interest

Dynamicshall not derive any direct or indirect benefit out of the client’s securities/investment products.

17. Maintenance of accounts and confidentiality

a. Dynamic shall be responsible for maintenance of client data as mandated under the SEBI (Investment Advisers) Regulations, 2013.

b. Dynamic shall not divulge any confidential information about its client, which has come to its knowledge, without taking prior permission of its client, except where such disclosures are required to be made in compliance with any law for the time being in force.

c. Dynamic shall not enter into transactions on its own account which are contrary to its advice given to clients for a period of fifteen days from the day of such advice. If, during the period of such fifteen days, Dynamic is of the opinion that the situation has changed, then it may enter into such a transaction on its own account after giving such revised assessment to the client at least 24 hours in advance of entering into such transaction.

18. Terms of fees

Dynamic shall have the right to charge its users a fee for use of its platform and services as provided earlier in the agreement and as set out in the Fees and Charges section on the Website / App. Dynamic may change fee structure as it determines in its sole discretion from time to time. All charges and fees shall be inclusive of taxes and all Government taxes including but not limited to GST shall be payable by you. All charges shall be non- refundable.

All payments shall be made by account payee crossed cheque/ Demand Drafts or by way of direct credit to the bank accounts through NEFT, RTGS, IMPS, UPI, Credit Card, Debit Card, Net Banking, OTM, e-mandate / Bank Mandate or any other mode specified by Dynamic from time to time. The fees cannot be accepted in cash.

The client shall ensure that payments for purchase of strategies shall be made through his/her/it own Bank account and incase of a joint Bank Account client shall be one of the holder of such Bank Account. All payments should be through legitimate source and should be in compliance with the policies and guidelines laid down by RBI, NPCI, SEBI, or any other regulatory body. The payment of fees shall be through such mode, as above, which shows traceability of funds. It is agreedthat if any investment is made through any third party Account then the same is liable to be rejected by Dynamic.

19. Liability of Investment Adviser

a. It is expressly understood that nothing contained herein amounts to any warranty or guarantee (express or implied) of Dynamic to pay any return of any nature or guarantee any returns or accretions or accruals to the Client. The Client expressly accepts that Dynamic will provide only investment Advisory Services and that any investments pursuant to the same by the Client shall be at the sole risk of the Client and Dynamic shall not be liable for any loss or damage caused to the Client as a result of any action or omission of the Investment Advisor pursuant such investment under this Agreement. It is further expressly understood by the Client that no representation or warranties are held out by Dynamic about the safety or soundness of any investment advise made to the Client and all actions taken and act done by Dynamic are done solely at the Client’s account and risk. Any actions which Dynamic takes or does not take as to the investments will be solely at the Client’s account and risk and Dynamic shall not carry liability for making good any loss sustained or suffered by the Client for any action taken or failure to act unless Dynamic acts with willful default and gross negligence to the Client’s interest.

b. Dynamic shall not be responsible for any breach by the Client of the applicable laws, regulations, procedures, practice and guidelines. Consequently, Dynamic shall also not be responsible for any acts or omissions of any intermediaries and shall not guarantee the performance of the responsibilities of such intermediaries.

c. Neither Dynamic nor its directors or employees or agents shall be liable for any loss to the Client howsoever arising except to the extent that such loss is due to gross negligence, willful default or fraud of Dynamic or its directors or employees or agents. Dynamic shall not be liable for any default of any counter party, bank, custodian, sub-custodian or any other person or entity that holds money, investments or other documents of title on behalf of the Client.

d. Dynamic shall not incur any liability by reason of any loss, which a client may suffer by reason of any depletion in the value of the assets under advice, which may result by reason of fluctuation in asset value, or by reason of non-performance or under-performance of the securities/funds or any other market conditions.

Dynamic shall not be liable for any error of judgment or mistake of law or for any loss arising out of any investment made by the Client based on the recommendation of Dynamic or for any act or omission in investment advice to the Client, except for gross negligence, willful default or fraud in the performance of its duties and obligations.

20. Representations and covenants

The Client hereby represents warrants and declares to Dynamic as under:-

a. The Client has full power, capacity and authority to execute, deliver and perform this Agreement and has taken all necessary action (corporate, statutory, contractual or otherwise) to authorize the execution, delivery and performance of this Agreement in accordance with its terms.

b. This Agreement has been duly executed and delivered by the Client and constitutes a legal, valid and binding obligation of the Client, enforceable against the Client in accordance with its terms.

c. The execution, delivery and performance by the Client of this Agreement and the acts and transactions contemplated hereby do not and will not, with or without the giving of notice or lapse of time or both, violate, conflict with, require any consent under or result in a breach of or default under:

i. any law to which the Client is subject; or

ii. any order, judgement or decree applicable to the Client; or

iii. any term, condition, covenant, undertaking, agreement or other instrument to which the Client is a party or by which it is bound.

d. There are no legal, quasi-legal, administrative, arbitration, mediation, conciliation or other proceedings, claims, actions, governmental investigations, anticipated or pending against the Client which may prejudice the due performance and enforceability of this Agreement or any obligation, act, omission or transaction contemplated hereunder.

e. The Client warrants that any information which he has provided to Dynamic in relation to his status, risk profile, and any information provided to ascertain suitability, and other information such as his residence and domicile for taxation purpose, is complete and correct and agrees to provide any further information, if required by any competent authority. The Client hereby agrees and undertakes to notify Dynamic forthwith if there is any change in any such information provided.

f. The Client shall not acquire any rights against Dynamic except as expressly conferred on such Client hereby, nor shall Dynamic be bound to make payment to any Client.

g. The Client hereby confirms that he/she/it has read and understood the terms of this Agreement and shall invest in Securities after understanding the specific risk factors and the general risk factors and after being satisfied as to the terms and conditions including the conditions and covenants contained in the documents referred to in this Agreement and agrees to be bound by the terms of this Agreement and understands the risks related to investment in securities. This Agreement contains the complete understanding between Parties and no verbal communication has been made by Dynamic and/or relied upon by the Client.

h. In the event of a change in the constitution, identity by change of name and/or residential status of the Client during the currency of this Agreement, or events such as a merger, amalgamation, takeover or change in management, it shall be the duty of the Client to keep Dynamic duly informed (in writing) of such a change and to duly provide such information to Dynamic as Dynamic may request in this regard. Dynamic shall seek advice or appropriate directions where required, from competent authority, under applicable laws, with regard to the continuation of this Agreement and other agreements with the Client, if any are affected by such a change.

21. Death or Disability of client

In the event the Client is an individual, in case of the death of the Client, the legal representative of the Client shall intimate Dynamic of the death of the Client as soon as possible, and this Agreement shall thereupon terminate on the expiry of [30] days of Dynamic receiving such intimation.

22. Confidentiality

The Client shall keep confidential information receivedfrom Dynamic pursuant to this Agreement, even after termination of this Agreement. Client agree to protect the proprietary information of Dynamic to which client gain access to with the same standard of care and procedures used to protect its own proprietary information of similar importance but at all times using reasonable degree of care.

Client agrees not to use or disclose the information provided under the service to any third party including any discussion Forums or for any unauthorized illegal purpose or for commercial usage. Client also agree to use the information provided under the plan strictly for personal purpose. Client should not recompile, disassemble, copy, modify, distribute, transmit, display, perform, reproduce, publish or create derivative works from, transfer, or sell any information, services etc accessed here. Client agrees that any unauthorized use of Value Stocks information or systems shall be unlawful and may subject to civil or criminal penalties.

23. Notice

Dynamic may provide the client with notices and communications by e-mail, SMS, push notifications, regular mail or postings on the App / Website or by any other reasonable means. Except as otherwise set forth herein, notice to Dynamic must be sent by courier or registered mail to [ia_compliance@valuestocks.in].

Dynamic shall send out all notices, information and other correspondence to client by email / sms at the email address / telephone number provided by the User. In the event any notice, information or other correspondence is sent to client via letter, such letter will be sent to the postal address that client has given as communication address. In case of any change in email id and / or mobile number / Correspondence address, client shall inform Dynamic in advance in the prescribed format to carry out the necessary changes in its records.

Dynamic does not guarantee that electronic communications will be successfully delivered, or that they will be secure and virus free. Dynamic will not be liable for any loss, damage, expense, harm or inconvenience caused as a result of an email being lost, delayed, intercepted, corrupted or otherwise altered or for failing to be delivered for any reason beyond our reasonable control. All correspondence will be in English.

Client agrees to be contacted by Dynamic and its representatives over phone or on registered email id with reference to the Services. Client agrees& confirm that if his/her mobile number is registered in the Do Not Disturb (DND) list of TRAI, client may not receive SMS from Dynamic. Client agrees to take steps to deregister from the DND list and shall not hold Dynamic liable for non-receipt of SMS in the interim period.

24. Settlement of disputes

If any dispute, controversy or claim arises under this Agreement or in relation to App / Website / Service, including any question regarding the existence, validity or termination of this Agreement or any specific terms contained herein (hereinafter Dispute), the parties shall use all reasonable endeavors to resolve such Dispute amicably. If the parties are unable to resolve the Dispute amicably within 30 days of the notice of such Dispute, Dynamic may elect to resolve any Dispute by a binding arbitration in accordance with the provisions of the Indian Arbitration & Conciliation Act, 1996 (hereinafter Act). Such Dispute shall be arbitrated on an individual basis and shall not be consolidated in any arbitration with any claim or controversy of any other party. The Dispute shall be resolved by a sole arbitrator, appointed by Dynamic on behalf of both the Parties in accordance with the Act. The seat of the arbitration shall be Kolkata and the language of this arbitration shall be English. Either client or Dynamic may seek any interim or preliminary relief from a court of competent jurisdiction necessary to protect the rights or the property belonging to client or Dynamic (or any of our agents, suppliers, and subcontractors), pending the completion of arbitration. Any arbitration shall be confidential, and neither client nor Dynamic may disclose the existence, content or results of any arbitration, except as may be required by law or for purposes of enforcing the arbitration award. All administrative fees and expenses of arbitration will be divided equally between client and Dynamic. In all arbitrations, each party will bear the expense of its own lawyers and preparation. This paragraph shall survive termination of this Agreement.

25. Governing law and forum for disputes

Subject to the Dispute Resolution section above, Client agrees that any claim or dispute client may have against Dynamic must be resolved by a court having jurisdiction in Kolkata, India. This agreement shall be governed by Indian law. This paragraph shall survive termination of this Agreement.

26. Severability

If any provision of this Agreement is held to be unlawful, void, invalid or otherwise unenforceable, then that provisions will be limited or eliminated from this Agreement to the minimum extent required, and the remaining provisions will remain valid and enforceable.

27. Survival

Upon termination of this Agreement, any provision, which, by its nature or express terms should survive, will survive such termination or expiration as applied to transfers and relationships prior to such termination or expiration.

28. Waiver

If Dynamic does not exercise or enforce any right or provision of this Agreement it will not constitute a waiver of such rights or provisions. Any waiver of any provisions of this Agreement will be effective only if in writing by Dynamic

29. Entire Agreement

These term and conditions are the entire agreement between client and Dynamic relating to the subject matter hereof and this agreement will not be modified except by a change to this Agreement made by Dynamic in accordance with the terms of this Agreement.

30. Force Majeure

If the whole or any part of the performance of the respective obligations of the parties hereunder is prevented or delayed by reasons of natural calamities, war, arson, civil disturbance, , unavailability of any communication system including Internet, breach or virus in the processes or payment mechanism, sabotage, acts of government, computer hacking, unauthorized access to computer data and storage devices, computer crashes, breach of security and encryption codes and such other reasons beyond the reasonable control of a person (each a “Force Majeure Event”), then to the extent either party shall be prevented or delayed from performing all or any part of their respective obligations under this Agreement despite due diligence and reasonable efforts to do so, then such party shall be excused from performance hereunder for so long as reasons of Force Majeure Event continue. A Force Majeure Event shall not affect the payment obligations of the parties unless there is legal bar / embargo to the making of the payments.

31. Adherence to grievance redressal timelines

We strive to provide our users with a delightful experience . Please reach out to our team in case of any queries or feedback. Our customer support team will strive to resolve any issue on best-effort basis.

i. If client has any grievances / complaints, he can approach us via the “Contact us” tab in the app or via www.valestocks.in.

ii. Customer may also write to the Compliance Officer at  dolly@valuestocks.in

Note: If any case needs additional time, Dynamic will inform the customer the reason for the delay and provide expected timelines for resolution of the issue.

iii. If the query is till not resolved then, he may also write to the Managing Director of the Company at his mail id -  shailesh@valuestocks.in.

iv. If the Client is still not satisfied with Dynamic’s grievances redressal, he may approach SEBI at  www.scores.gov.in.

IMPORTANT POINTS

I/we am/are aware and confirm the following:

1. That there is risk involved in investing in the stock market. There is risk in following the advice / strategies provided by Value Stocks. Dynamic, its Directors, employees, associates will not be responsible for losses if any incurred by me / us, in this regard.

2. That past performance is not the indicator of the future returns. There is no guarantee that the objective of potential returns will be achieved.

3. That I / We will pay the fees from my / our own Bank Account and not of any other person. Also payment in cash is not allowed.

4. I / We have chosen the advisory services / strategies as per my risk profile which is matching with my/our willingness and ability to take risk.

DO NOT E-SIGN UNTIL YOU HAVE READ THE ABOVE TERMS AND CONDITIONS.

By submitting my eSignature below (via clicking 'I ACCEPT'), I certify that I have read, fully understand and accept all terms of the foregoing statements / terms and conditions investment advisory services provided by Dynamic and also understood the fee structure and mechanism for charging and payment of fee. Based on my request to Dynamic, I was provided the opportunity by Dynamic to ask questions and interact with ‘person(s) associated with the investment advice’”.

SEBI Registered Nos
  • Portfolio Manager - INP000003468
  • Stock Broker - INZ000193533
  • AMFI ARN - 124058
  • NSE, BSE, MCX - INZ000193533
  • CIN - U67190WB1999PTC090087
  • Investment Advisory Reg No - INA300002022
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Disclaimer : There is no guarantee of profits or no exceptions from losses. The investment advice provided are solely the personal views of the research team. You are advised to rely on your own judgment while making investment / Trading decisions. Past performance is not an indicator of future returns. Investment is subject to market risks. You should read and understand the Risk Disclosure Documents before trading/Investing.

Disclosure : We, Dynamic Equities Private Limited are also engaged in Proprietory Trading apart from Client Business. In case of any complaints/grievances, clients may write to us at compliance@valuestocks.in

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