2.1 The Advisor provides non-discretionary, research-based derivatives strategy recommendations, primarily relating to stock options and structured volatility frameworks.

2.2 The services provided:

• Are strictly advisory in nature.
• Do not constitute portfolio management services (PMS).
• Do not constitute investment management.
• Do not constitute investment management.
• Do not create discretionary authority.

2.3 The Advisor shall not:

• Access the Client’s brokerage account.
• Execute trades on behalf of the Client.
• Manage funds or hold custody of capital.

2.4 All execution decisions, order placement, risk management, and position monitoring remain solely the responsibility of the Client.

The Client expressly represents and warrants that:

4.1 They qualify as a financially sophisticated participant or High Net Worth Individual.

4.2 They possess adequate knowledge of:

• Derivatives markets
• Options pricing
• Volatility structures
• Gap risk
• Stop-loss limitations

4.3 They understand that derivatives trading can result in:

• Substantial capital loss
• Rapid premium erosion
• Execution slippage
• Gap losses beyond stop levels

4.4 They are independently responsible for assessing suitability.

Nifty Monthly Expiry – Dual Directional Premium Deployment

(Illustrative Capital Deployment: ₹10 Lakhs)

Strategy Construct :

Simultaneous premium deployment in:

• Long 25300 CE (Monthly Expiry)
• Long 25000 PE (Monthly Expiry)



This framework reflects a volatility-expansion participation model deployed when:



• Nifty is positioned near a short-term inflection zone.
• Breakout probability exceeds implied move pricing.
• Implied volatility does not fully reflect expansion risk.



This is not a passive neutral straddle.

It is a calibrated dual directional participation model with defined stop-loss discipline.

Capital Deployment (Illustrative Only)

Total Capital Deployed: ~₹10.88 Lakhs

Staggered allocation in two tranches per leg.

Call Leg – 25300 CE

• Average Cost: ₹195
• Target: ₹333
• Stop Loss: ₹141
• Capital Allocated: ~₹5.26 Lakhs

Put Leg – 25000 PE

• Average Cost: ₹77
• Target: ₹109
• Stop Loss: ₹35
• Capital Allocated: ~₹5.62 Lakhs

Scenario Outcomes (Illustrative)


Upside Breakout

• CE hits target
• PE hits stop loss
• Projected gain: ~₹66,273 (~6.1%)

Downside Breakout

• PE hits target
• CE hits stop loss
• Projected gain: ~₹87,592 (~8.1%)



These are hypothetical illustrations only.Actual results may materially differ.


Risk Considerations
• Time decay in range-bound markets
• Whipsaw volatility
• Liquidity contraction
• Bid-ask spread expansion
• Execution slippage



Maximum risk per leg is limited to premium paid. This is a short-duration convex exposure framework, not an income strategy.

6.1 The Advisor may advise one or more strategies at any given point of time, and active strategies may be more than one.





6.2 Strategy selection and timing shall depend on market conditions, risk-reward opportunity, liquidity, and execution feasibility.





6.3 There may be no strategy advised on any given day or during any particular period if suitable opportunities are not available.





6.4 This policy is followed to ensure fair access for clients and adequate liquidity in the recommended security/contract, so that clients may reasonably execute the advised trades.

7.1 Fees must be paid in advance.





7.2 All fees are:



• Final
• Non-refundable
• Non-transferable
• Non-adjustable



7.3 No refund shall arise from:



• Trading losses
• Stop-loss triggers
• Client Execution
• Force majeure Events
• Market volatility

Payment constitutes full acceptance of this Agreement.

The Client is expressly advised to:

• Read this Agreement in Hindi or their preferred regional language, and
• Fully understand all clauses and risk disclosures prior to making payment.

Subscription payment shall constitute deemed confirmation of comprehension.

9.1 No guarantee of profitability or capital protection is provided.





9.2 The Advisor does not guarantee:



• Target achievement
• Stop-loss execution accuracy
• Timely exit availability
• Profitability



9.3 The Advisor’s aggregate liability, if any, shall not exceed the advisory fee paid for the specific strategy giving rise to dispute.





9.4 Under no circumstances shall the Advisor be liable for:



• Indirect loss
• Consequential damages
• Opportunity loss
• Emotional distress
• Tax implications
• Broker-level actions

The Advisor shall not be liable for disruptions caused by:

• Exchange trading halts
• Technical failures
• Matching engine disruptions
• Margin changes
• Lot size revisions
• Regulatory circulars
• Internet outages
• Power failures
• Natural disasters
• War or systemic financial instability

The Client acknowledges exposure to:

• Gap risk
• Circuit filters
• Liquidity contraction
• Margin changes
• Volatility spikes
• Abnormal spreads



Force majeure events shall not entitle refund, extension, or compensation.

This relationship is strictly non-fiduciary and advisory in nature.
The Client retains complete discretion and responsibility.

The Client agrees to indemnify and hold harmless the Advisor against:

• Claims arising from trading losses
• Broker disputes
• Regulatory inquiries caused by Client conduct
• Tax or compliance disputes

13.1 Dispute Resolution, SCORES & ODR.



• Any grievance shall first be raised by the Client with the Advisor through the designated grievance redressal process.
• If unresolved, the Client may approach SEBI SCORES and/or the SEBI-recognised ODR mechanism, as applicable.
• Any remaining dispute may be resolved through conciliation/arbitration under the applicable SEBI ODR/arbitration process.
• The seat and venue of arbitration shall be Mumbai, India, unless otherwise required by applicable SEBI/ODR rules.
• The arbitration/ODR award shall be final and binding on both Parties, subject to remedies available under applicable law.
• Nothing in this clause shall restrict the statutory rights of either Party under SEBI regulations or applicable law.



13.2 Client Conduct & Reputational Protection



• The client shall maintain professional conduct with the Advisor, its employees, office premises, and communication channels.
• The client shall not create nuisance, threat, disruption, reputational harm, or post defamatory / misleading / irresponsible comments on social media, Google profile, public forums, or any other platform.
• Any grievance shall be resolved only through the prescribed grievance redressal process, SEBI SCORES/ODR, arbitration, or applicable legal mechanism.
• Any breach of this clause may result in suspension or termination of services, and the Advisor may seek appropriate remedies, including monetary compensation/damages, through applicable legal, SEBI ODR, or arbitration process.

This Agreement shall be governed by the laws of India.
Subject to the arbitration clause, courts at Mumbai shall have exclusive jurisdiction for enforcement purposes.

This Agreement supersedes all prior communications, representations, or understandings.
No oral statements shall modify these terms.

By subscribing and making payment, the Client confirms that:

• They have read and understood this Agreement.
• They have reviewed the Agreement in Hindi or their preferred regional language, if required.
• They understand the risks associated with derivatives trading.
• They have voluntarily accepted all the terms and conditions of this Agreement.
• They have availed themselves of the trial services for a period of one month on YouTube and have experienced and observed the performance of the LIVE trade setups before subscribing to the paid advisory services.
• They have been provided with all necessary support and clarifications through telephonic discussions and WhatsApp communication to understand the nature, scope, process, risks, limitations, and terms of the advisory services.
• They had sufficient opportunity to ask questions and obtain clarifications before subscribing and making payment.
• They waive claims arising from standard market risks.