Research with clarity.
Invest with confidence.

The purpose of the document is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding.

History, Present Business and Background

Nikita Jaiswal is registered with SEBI as Research Analyst with registration no. INH000016843. The Research Analyst got its registration on June 25, 2024 and is engaged in offering research and recommendation services.

Terms and Conditions of Research Services

The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services.

The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results.

The Research Analyst shall not be responsible for any loss to the Investors.

Disciplinary History

There are no pending material litigations or legal proceedings against the Research Analyst.

As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services.

Details of its Associates

No associates.

Disclosures with respect to Research and Recommendations Services

• The Research Analyst or any of its officer/employee does not trade in securities which are subject matter of recommendation.
• There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise.
• Research Analyst or its employee or its associates have not received any compensation from the company which is subject matter of recommendation.
• Research Analyst or its employee or its associates have not managed or co-managed the public offering of any company.
• Research Analyst or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company.
• Research Analyst or its employee or its associates have not received any compensation for products or services other than above from the subject company.
• Research Analyst or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/recommendation.
• The subject company was not a client of Research Analyst or its employee or its associates during twelve months preceding the date of recommendation services provided.
• Research Analysts or its employee or its associates has not served as an officer, director or employee of the subject company.
• Research Analysts has not been engaged in market making activity of the subject company.

Standard Warning

Disclaimer

A. Vision and Mission Statements for Investors

Vision: Invest with knowledge & safety.

Mission: Every investor should be able to invest in right investment products based on their needs, manage and monitor them to meet their goals, access reports and enjoy financial wellness.

B. Details of Business Transacted by the Research Analyst with Respect to the Investors

• To publish research report based on the research activities of the RA.
• To provide an independent unbiased view on securities.
• To offer unbiased recommendation, disclosing the financial interests in recommended securities.
• To provide research recommendation, based on analysis of publicly available information and known observations.
• To conduct audit annually.

C. Details of Services Provided to Investors (No Indicative Timelines)

• Onboarding of Clients.
• Disclosure to Clients — distribute research reports and recommendations to the clients without discrimination, and maintain confidentiality w.r.t. publication of the research report until made available in the public domain.

D. Details of Grievance Redressal Mechanism and How to Access It

In case of any grievance / complaint, an investor should approach the concerned research analyst and shall ensure that the grievance is resolved within 30 days.

If the investor's complaint is not redressed satisfactorily, one may lodge a complaint with SEBI on SEBI's SCORES portal which is a centralized web-based complaints redressal system. SEBI takes up the complaints registered via SCORES with the concerned intermediary for timely redressal. SCORES facilitates tracking the status of the complaint.

With regard to physical complaints, investors may send their complaints to: Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.

E. Expectations from the Investors (Responsibilities of Investors)

• Clients can seek clarification to their query and are further entitled to make a complaint in writing, orally or telephonically. An email may be sent at nikitajaiswal684@gmail.com.
• Alternatively, the Investor may call on +91 – 8081275633.
• A letter may also be written with their query/complaint and posted at the below mentioned address: Aadarsh Nagar colony manduadih Varanasi 221103.
• The client can expect a reply within 21 days of approaching the Research Analyst.
• In case client is not satisfied with our response they can lodge grievance with SEBI at http://scores.gov.in or https://smartodr.in/login or may also write to the office of SEBI.
• After exhausting the above options for resolution of the grievance, if the investor/client is still not satisfied with the outcome, they can initiate dispute resolution through the ODR Portal.
• For more details about the ODR mechanism, fees, timelines etc., you may read the master circular released by SEBI titled: "Online Resolution of Disputes in the Indian Securities Market" available at the following link: https://www.sebi.gov.in/legal/master-circulars/aug-2023/online-resolution-of-disputes-in-the-indian-securities-market_75220.html

Details of Compliance Officer

Name: Nikita Jaiswal  ·  Contact No: 08081275633  ·  Email: nikitajaiswal684@gmail.com

Monthly investor complaint data, embedded live from the source Complaint Board Google Sheet.

Effective Date: 14 July 2026

Welcome to TradeXpert. By accessing or using our website, mobile application, or any of our services, you agree to comply with these Terms & Conditions. If you do not agree with these Terms, please do not use our services.

1. Acceptance of Terms

By creating an account or using our services, you confirm that you are at least 18 years of age and are legally competent to enter into a binding agreement under the applicable laws of India.

2. Services

TradeXpert provides financial research, market insights, educational content, and other related services as permitted under applicable laws and regulations. The services offered may be modified, updated, suspended, or discontinued at any time without prior notice.

3. User Registration

Users are responsible for providing accurate and complete information during registration. You are responsible for maintaining the confidentiality of your login credentials and for all activities carried out through your account.

4. User Responsibilities

You agree to:

• Provide accurate and up-to-date information during registration.
• Use the services only for lawful purposes.
• Not misuse, copy, reproduce, distribute, modify, or resell any research reports or proprietary content without prior written permission from TradeXpert.
• Not attempt to gain unauthorized access to our systems, servers, or networks.

5. Intellectual Property

All content available through our platform, including research reports, market analysis, graphics, trademarks, logos, software, text, and other materials, is the exclusive property of TradeXpert unless otherwise stated. Unauthorized use, reproduction, or distribution is strictly prohibited.

6. Investment Risk

Financial markets are subject to market risks. All investments involve the possibility of gains as well as losses. Users are solely responsible for their investment decisions. TradeXpert shall not be liable for any direct, indirect, incidental, or consequential financial loss arising from the use of its services or reliance on any information provided.

7. Service Availability

We strive to provide uninterrupted services; however, TradeXpert does not guarantee continuous or error-free availability. Services may be interrupted due to maintenance, technical issues, regulatory requirements, or circumstances beyond our reasonable control.

8. Limitation of Liability

To the maximum extent permitted by applicable law, TradeXpert shall not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages arising from the use of its platform, services, or content.

9. Suspension or Termination

TradeXpert reserves the right to suspend or terminate any user account, restrict access, or discontinue services if a user violates these Terms & Conditions or engages in fraudulent, abusive, or unlawful activities.

10. Changes to Terms

TradeXpert may revise these Terms & Conditions from time to time. Updated Terms will become effective immediately upon publication on our website or application. Continued use of our services constitutes your acceptance of the revised Terms.

11. Governing Law

These Terms & Conditions shall be governed by and construed in accordance with the laws of India. Any disputes arising out of or relating to these Terms shall be subject to the exclusive jurisdiction of the competent courts where the registered office of TradeXpert is located.

12. Contact Us

For any questions, concerns, or feedback regarding these Terms & Conditions, please contact:

Nikita Jaiswal
TradeXpert
Email: nikitajaiswal684@gmail.com
Phone: +91 8081275633

Additional Terms of Service

• Please read the terms and conditions, and refund policy before subscribing to any of our services. We are currently offering trade/calls through WhatsApp and Telegram.
• Please note that the membership fee, once paid, is non-refundable. We value our customers and are committed to providing the best services. All products/services purchased are subject to the terms and conditions stated on this website.
• By purchasing any of our services, you agree to all of our terms and conditions. We reserve the right to make any changes to our terms and conditions and the content of our website.
• Our clients need to realize that calls placed by us are subject to market risk, we do not promise/guarantee any returns on our calls/trades, and hence, on subscription, regardless of individual client's performance, we can't offer any refund.
• We reserve the right to refuse any service you place with us. We may, at our sole discretion, limit or cancel access purchased per person. These restrictions may include services purchased by or under the same customer account.
• Due to the nature of the Internet, transactions may be subject to interruption, transmission blackout, delayed transmission, and incorrect data transmission. We are not liable for malfunctions in communications facilities not under our control that may affect the accuracy or timeliness of messages and transactions you send. In the event that we make a change to or cancel any services, we may attempt to notify you by contacting the e-mail and/or phone number provided at the time the service was purchased.
• We reserve the right to limit or prohibit services that, in our sole judgment, appear to be placed by dealers, resellers, or distributors.
• You agree to provide current, complete, and accurate purchase and account information for all purchases made at our website. You agree to promptly update your account and other information, including your email address and contact numbers, so that we can complete your transactions and contact you as needed.

Effective Date: 14 July 2026

This Refund & Cancellation Policy governs all purchases made through TradeXpert.

1. Subscription Cancellation

Users may cancel the automatic renewal of their subscription at any time through their account settings or by contacting customer support. Cancellation will prevent future billing but will not affect the current active subscription period.

2. Refund Eligibility

Refunds will be considered only under the following circumstances:

• Duplicate payment due to a technical error.
• Payment has been deducted, but the subscription has not been activated.
• Any other situation where TradeXpert determines that a refund is appropriate after proper verification.

3. Non-Refundable Cases

Refunds will generally not be provided in the following cases:

• After the subscribed service has been activated.
• For partial usage of a subscription period.
• Due to market performance, trading results, or investment outcomes.
• If the user fails to utilize the subscribed services.
• If the user violates the Terms & Conditions of TradeXpert.

4. Refund Processing

Approved refunds will be processed through the original mode of payment. The processing time may vary depending on the payment gateway, bank, or financial institution.

5. Technical Issues

If you experience any technical issues affecting access to our services, please contact customer support immediately. TradeXpert will make reasonable efforts to resolve the issue before considering a refund request.

6. Changes to this Policy

TradeXpert reserves the right to modify or update this Refund & Cancellation Policy at any time. The latest version will always be available on our website or mobile application. Continued use of our services constitutes acceptance of the revised policy.

7. Contact Us

For any refund or cancellation requests, please contact:

Nikita Jaiswal
TradeXpert
Email: nikitajaiswal684@gmail.com
Phone: +91 8081275633

By making the payment for my services it is acknowledged that the client has read and understood the refund policy. Any request by the client to cancel a service or get a refund will NOT be accepted in any case. If you still have any query, contact me on: 8081275633 or mail me: nikitajaiswal684@gmail.com.

Effective Date: 14 July 2026

TradeXpert values your privacy and is committed to protecting your personal information.

1. Information We Collect

We may collect the following information:

• Name
• Mobile Number
• Email Address
• Date of Birth (if applicable)
• Address
• PAN or other KYC details, where required
• Payment-related information (processed through secure payment gateways)
• Device information
• IP Address
• Browser information
• App usage and analytics data

2. How We Use Your Information

Your information may be used to:

• Create and manage your account.
• Provide subscribed services.
• Verify your identity where required.
• Process payments securely.
• Respond to customer support requests.
• Send service-related notifications and important updates.
• Improve our website, mobile application, and user experience.
• Comply with applicable legal and regulatory requirements.

3. Data Security

TradeXpert implements appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, misuse, or destruction.

4. Sharing of Information

We do not sell or rent your personal information. We may share your information only:

• With trusted service providers performing services on our behalf.
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• When required by law, regulatory authorities, or court orders.
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Our website and mobile application may use cookies and similar technologies to improve user experience, analyze website traffic, and enhance service performance.

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We retain your personal information only for as long as necessary to provide our services, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements.

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Subject to applicable laws and regulations, you may request:

• Access to your personal information.
• Correction of inaccurate or incomplete information.
• Deletion of your personal information where legally permissible.

8. Third-Party Links

Our platform may contain links to third-party websites or services. TradeXpert is not responsible for the privacy practices, policies, or content of such third-party websites.

9. Policy Updates

TradeXpert may update this Privacy Policy from time to time. The latest version will always be available on our website or mobile application. Continued use of our services constitutes your acceptance of the updated Privacy Policy.

10. Contact Us

For any privacy-related questions or concerns, please contact:

Nikita Jaiswal
TradeXpert
Email: nikitajaiswal684@gmail.com
Phone: +91 8081275633

Nikita Jaiswal is SEBI Registered Research Analyst INH000016843, not an Investment Advisor. Investment in the securities market is subject to market risk — always read related documents carefully before investing. Market risk can mean partial or permanent loss on an investment under certain conditions. Any securities quoted are for illustration only and are not a recommendation. Registration granted by SEBI and certification from NISM in no way guarantees the intermediary's performance or assures returns to investors. Past performance is not indicative of future results.

All fee payments for research analyst services must go strictly through "Nikita Jaiswal Research Analyst" websites/payment links and into the "Nikita Jaiswal Research Analyst" bank account. Any payment made outside that account is not recognized as payment for research analyst services, and no complaint or grievance regarding such outside payments will be entertained.

The dedicated Contact Us page on the source site didn't return any additional static text beyond this — its details match what's published in the Grievance Redressal and Disclosure pages above.