fbpx

Refund Policy

Sukhanidhi investment advisors is equity research and investment advisory firm which provides long-term recommendation in stock market. We all know that investment is subject to market risk. We are very transparent while communicating risk factors to our client. There are two sides of the market either profit or loss, we do not want to provide loss recommendations to any of our clients. Every recommendation which we provide is based on the technical and fundamental parameter of the market with due diligence. We also want every client to make money as per their investment, but losses are also a part of the market and inevitable. We can minimize risk by using following factors such as reducing the quantities traded, reducing the stop loss, hedging etc. but we cannot eliminate risk from the market. All our clients, sometimes they get profits and losses both but at the end of their tenure if they follow our recommendation they may remain in the good position with a decent return after all charges and fees.

Sukhanidhi Investment Advisors never claims 100% call accuracy, we have maintained 70-80% accuracy as per our past performance and we all know that past performance has no guarantee for future returns. We always encourage our clients existing and prospective to use strict stop loss during trading. Trading requires strict discipline which needs to be followed with strict manners. We communicate risk profiling, product suitability, risk associated with every investment by WhatsApp, Call and Mail to every client on their registered Mail Id and we advise to every client to read and understand the risk associated in the stock market.

We request all the readers to read our terms and conditions for refund policy.

Term and conditions: Discounted Plans are non-refundable in any case- Know your customer (KYC), risk profiling, service agreement and welcome call is the part of compliance and cost of compliance is already included in the subscription Fee. Only, after completion of compliance, the service shall start according to the subscription plan.

Voluntary termination of agreement from client side- In case of a voluntary termination of the agreement, the client would be required to give a 30-days prior written notice and should write the reason of termination of an agreement

Voluntary termination of agreement from IA side- In case, if client has already paid the subscription amount for 2 quarters and wish to terminate the agreement after 30 days then Investment Advisor will reserve the rights to retain the 1st quarter subscription fees and 2nd quarter fees is fully refunded. For example, Mr. Siddhu subscribed for 6 months of serves of elite equity silver and paid Rs 12,000/- while entering the agreement, after 2 months if Mr. Siddhu wishes to terminate the agreement he should give Investment Advisor a 30-days prior written notice, in this case advisor may/will terminate the agreement for upcoming quarter and Rs 1,500/- will be refunded to the client (Please refer our pricing section/page for more clarity).

During the tenure of 30 days’ notice period, the client is required to sell all the recommended stocks in his portfolio that Investment Advisor has advised during the course of agreement period and required to share all the respective contact notes to Sukhanidhi Investment Advisors. Failing to which a judicial action will be taken under the jurisdiction of the courts of Hubballi, Karnataka.

Full Refund Policy-If Investment Advisor (IA) unable to deliver the advisory services to the client within 5 trading days after completion of all the compliances, then client can claim full refund of the paid amount to IA (except the compliance cost). Mode of advisory services which includes call services, or any other mode (such as WhatsApp) selected by client. If client claim for refund for not getting service, investment advisor will check internally the detail of the message logs, calls logs and whatsapp chats and also the compliance part of the client whether cleared or not. If found incorrect claim, Investment Advisor will share the proof of providing service to the client.

Partial Refund Policy-Non-discounted subscription plans are partially refundable and refund amount will be sole discretion and decided by management after studying the case. Minimum service fee of one quarter and compliance cost shall have to borne by client. In the event of unfortunate demise of the client, Sukhanidhi Investment Advisors will refund the balance tenure subscription amount to the family of the client after receiving of respective documents.

The Client expressly agrees and undertakes that in event of refund of the subscription fee (fully or partially) paid to the Investment advisor by the client, the client will be signing a refund/settlement letter with the IA stating the amount of refund and other details including withdrawal of any complaints made by the client (if any) after the refund amount is settled by the IA into the clients account. The client agrees to sign & share the same as and when required by the Investment Advisor for early and speedy disposal of the case.

No Refund Policy- Discounted Subscription plan is non-refundable. The subscription plan with duration of 1 day to 3 months are non-refundable. Sukhanidhi Investment Advisors is an investment advisor which never claims 100% guarantee in the securities and commodity market. As per the past performance, Sukhanidhi Investment Advisors maintain 70-80% call accuracy consistently. Our research team is highly qualified and does all their analytics based on technical and fundamental analysis with due diligence.

Most of the client join Sukhanidhi Investment Advisors after getting a decent profit in their demo recommendation and we believe that client is aware of both profit and loss side of the market.

Please Note-Profit and Loss is a part of market movement. Neither Sukhanidhi Investment Advisors nor their owner or director or any employee will not be responsible of any profit and loss in the stock market. However, we take lot of precautions while providing recommendation and manage risk for the portfolio of the client. We take care of all our clients in profit and loss as well.

 

Please fill below form to download the brochure