Subscription Plans

This term of sale governs the sale and subscription of Motilal Oswal Financial Services Ltd (MOFSL) Research360 subscription plans (R360).

In addition to this Terms of Sale, by subscribing to this TnC and using it, you also agree to MOFSL

Terms of Use, Disclaimer, Privacy Policy and the Cookie Policy (Collectively referred to as ‘R360 Terms’).

MOFSL may change these R360 Terms at any time. Your continued use of R360 or other products of MOFSL means that you accept any new or modified R360 Terms that MOFSL come up with. Please re-visit the `Terms of Use' link at MOFSL website from time to time to stay abreast of any changes that MOFSL may introduce.

By subscribing to R360, you will gain access to: Research report of Motilal Oswal Financial Services Limited and much more for a duration, as stated in the respective R360 plan opted by you.   

Auto-Renewal Subscription: Unless you opt-out of auto-renewal or cancel your subscription, which can be done through your account setting naziya.hussain@motilaloswal.com, R360 subscription will be automatically extended for successive renewal periods of the same duration as the subscription term originally selected, at the then-current non-promotional rate. You will not receive a notice from us that your promotional period has ended or that your subscription has auto-renewed.

Differing Subscriptions/Promotions: MOFSL may offer a number of types of subscriptions and special promotions. Any materially different terms from those described in this R360 Terms will be disclosed at the time of purchase or in other communications made available to you. MOFSL reserve the right to change or terminate any offered subscriptions/plans or promotions at any time.

• 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.
• 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.
• Details of services provided to investors (No Indicative Timelines)
  • Onboarding of Clients.
  • Disclosure to Clients
  • To distribute research reports and recommendations to the clients without discrimination. • To maintain confidentiality w.r.t publication of the research report until made available in the public domain
• 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

• Expectations from the investors (Responsibilities of investors)
  • Do’s
  • Always deal with SEBI registered Research Analyst.
  • Ensure that the Research Analyst has a valid registration certificate.
  • Check for SEBI registration number.
  • Please refer to the list of all SEBI registered Research Analysts which is available on SEBI website in the following link:(https://www.sebi.gov.in/sebiweb/other/OtherAction.do?doRecognisedFpi=yes&intmId=14)
  • Always pay attention towards disclosures made in the research reports before investing.
  • Pay your Research Analyst through banking channels only and maintain duly signed receipts mentioning the details of your payments.
  • Before buying securities or applying in public offer, check for the research recommendation provided by your research Analyst.
  • Ask all relevant questions and clear your doubts with your Research Analyst before acting on the recommendation.
  • Inform SEBI about Research Analyst offering assured or guaranteed returns.
  • Don’ts
  • Do not provide funds for investment to the Research Analyst.
  • Don’t fall prey to luring advertisements or market rumours.
  • Do not get attracted to limited period discount or other incentive, gifts, etc. offered by Research Analyst.
  • Do not share login credentials and password of your trading and demat accounts with the Research Analyst.SEBI Scores link: link:https://scores.gov.in/scores/Welcome.html