BossInvestor: Systematic Equity Research by a SEBI-Registered Analyst

1) Scope & Acceptance

Pursuant to SEBI (Research Analysts) Regulations, 2014, applicable Guidelines, Master Circular and circulars issued thereunder, RA is hereby disclosing these Terms & Conditions. By subscribing to or availing of research services provided by the RA, the client confirms their acceptance of these terms and conditions at their sole discretion.

2) Obligations of Parties

Both the RA and the client shall be bound by SEBI Act, RA Regulations, and all the applicable regulations, rules, and notifications issued by SEBI or the Government of India.

A) Client Confirmation

The client confirms that he/she has elected to subscribe the research service of the RA at his/her sole discretion.

B) RA Confirmation

The RA confirms that the research services rendered shall be in accordance with the applicable provisions as outlined in the SEBI (Research Analysts) Regulations, 2014.

3) KYC & Information

The client agrees to provide complete and accurate information as required by the RA for Know Your Customer (KYC) compliance. The RA will collect, store, upload and verify KYC records in accordance with SEBI guidelines through a KYC Registration Agency (KRA).

4) Standard Terms of Service

A) Client Understanding

By subscribing to the services, the client confirms:

• I/We have read and understood the terms and conditions applicable to a research analyst including the fee structure.

• I/We understand that any investment made based on the recommendations in the research report are subject to market risk.

• Recommendations in the research report do not provide any assurance of returns.

• There is no recourse to claim any losses incurred on the investments made based on the recommendations in the research report.

B) RA Declaration

The RA declares that:

• It is duly registered with SEBI (Reg No: INH000024143, dated 11-December-2025).

• The maximum fee charged by the RA is ₹1.51 lakhs per annum per family of clients.

• The services provided do not conflict with or violate any applicable law or agreement.

5) Fees, Payments & Renewals

A) Payment Terms

Subscription fees shall be paid in advance (maximum 1 year). Fees must be paid via direct credit channels (Net Banking, UPI, etc.). Fees shall not be accepted in cash.

B) Backtesting Service & Credit Validity

The Backtesting service is provided on a credit-consumption basis. The Client acknowledges that the exhaustion of Backtesting credits prior to the expiry of the subscription duration does not terminate the associated subscription pack; the Client shall continue to have access to other duration-based services (such as Stock Ideas and Portfolios) until the contract end date.

• Carry Forward: In the event the Client holds unused Backtesting credits upon expiration, such credits shall be eligible for carry-forward solely if the Client reactivates or renews the subscription within a period of 3 (three) months from the date of expiry.

• If not reactivated within 3 months, unused credits shall lapse and be reduced to zero.

C) Automatic Renewal

Unless the Client provides a written notice of cancellation prior to the expiration of the "Initial Term", this Agreement shall automatically renew for successive periods ("Renewal Term"). The Client authorizes the RA to deduct the applicable renewal fees via the designated payment method.

• Pricing: Any promotional price or discount applied to the Initial Term is applicable solely for that specific period. Automatic renewals shall be charged at the RAs then-current standard non-discounted fee rates.

• Invoice as Proof: The Tax Invoice generated by the RA shall serve as the sole and sufficient confirmation of the renewed contract. No fresh signature is required.

6) Standard Warning and Disclaimers

• Investments in securities carry inherent market risks, including potential loss of capital.

• Historical performance of recommendations is not indicative of future returns.

• Registration granted by SEBI/BSE and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns.

7) Termination & Refunds

The RA reserves the right to suspend or terminate services in the event of suspension or cancellation of their SEBI registration. In such cases, RA shall refund the pro-rata fees for the remaining subscription period.

Refunds for Credit-Based Services

Notwithstanding the pro-rata refund provisions mentioned herein, for services involving Backtesting credits, the computation of refunds shall consider the greater of the elapsed time or the credits consumed.

• Exhaustion of Credits: Specifically, in the event the Client seeks a refund but has already utilized 100% of the allocated Backtesting credits, the Backtesting component of the service shall be deemed fully delivered and consumed. Consequently, no refund shall be applicable for the Backtesting service.

8) Conflict of Interest

The RA shall comply with all regulations regarding the disclosure and mitigation of conflicts of interest. Any actual or potential conflict of interest will be disclosed transparently to the client.

Disclosure: The RA, its associates, or relatives may have financial interest or actual/beneficial ownership of 1% or more in the securities recommended. Details of the same will be referred through disclosures made at the time of advice.

9) Use of Artificial Intelligence

The research analyst has used artificial intelligence tools for the preparation of the research recommendation.

• Our proprietary AI and Machine Learning models are utilized primarily for data screening, pattern recognition, and quantitative filtering.

• While AI tools are used for initial screening, the final research recommendation is reviewed and approved by the SEBI Registered Research Analyst.

10) MITC (Most Important Terms)

• The RA cannot execute/carry out any trade on behalf of the client.

• The fee charged is subject to the maximum amount prescribed by SEBI (Current limit: Rs 1,51,000/- per annum per family).

• The RA cannot guarantee returns, profits, accuracy, or risk-free investments.

• The RA shall never ask for the client’s login credentials and OTPs for Trading/Bank accounts.

11) Entity Details (Schedule 1)