Service Disclosure

Complete details about our services, fees, and operational procedures

Service Details & Disclosures

Paisapatam provides transparent and compliant research services to all clients.

1. Service Offerings

  • Equity Research Reports: Detailed analysis of individual stocks and sectors
  • Technical Analysis: Chart-based analysis and trading recommendations
  • Fundamental Analysis: Company financial analysis and valuation reports
  • Market Updates: Regular market commentary and outlook
  • Educational Content: Training materials and market insights

2. Fee Structure

  • Maximum Annual Fee: ₹1,51,000 per family of clients (as per SEBI regulations)
  • Payment Terms: 3 months advance payment based on mutual agreement
  • Payment Methods: Cashfree, Razorpay, UPI, NEFT, IMPS, Cheque
  • Refund Policy: Pro-rata refund if registration is suspended/cancelled by SEBI
  • Non-Refundable: Fees are generally non-refundable except as specified above

3. Service Delivery

  • Delivery Method: Email and secure client portal
  • Frequency: Daily/Weekly/Monthly as per subscription plan
  • Timing: Reports are sent during market hours or as specified
  • Format: PDF reports, email alerts, and web portal access
  • Support: Email support within 7 business days

4. Client Eligibility

  • Individual Investors: Retail and HNI clients
  • Institutional Investors: Corporate entities (subject to approval)
  • Geographic Scope: Indian residents only
  • Minimum Age: 18 years and above
  • KYC Requirements: PAN, Aadhaar, and address proof mandatory

5. Service Limitations

  • Services are for educational and informational purposes only
  • No execution or trading services provided
  • No guaranteed returns or performance
  • Subject to market risks and volatility
  • Not suitable for all investor types
  • Past performance does not guarantee future results

6. Regulatory Compliance

  • SEBI Registration: valid until June 25, 2028
  • BSE Enlistment: BSE5686
  • Compliance Officer: Available for grievance redressal
  • SEBI Guidelines: Full compliance with RA Regulations 2014
  • Audit: Regular compliance audits and updates

7. Technology & Security

  • Data Security: SSL encryption and secure servers
  • Backup: Regular data backup and disaster recovery
  • Access: 24/7 web portal access for subscribers
  • Mobile: Responsive design for all devices
  • Updates: Real-time updates and notifications

8. Grievance Redressal

  • Contact:
  • Response Time: Within 7 business days
  • Escalation: Designated grievance officer available
  • SEBI Portal: SCORES system for unresolved issues

Service Hours

Monday to Friday: 9:00 AM - 6:00 PM (IST)

Client Support

Email:

Phone:

Address:

Important Notice

This service disclosure is subject to change based on regulatory updates and business requirements. Clients will be notified of any material changes.

Last updated: 26 September 2026