• These Terms and Conditions (“Terms”) contain important information relating to your trading and demat accounts with Shree Bahubali Stock Broking Limited (hereinafter referred to as “Shree Bahubali”, “we”, “our”, or “us”). These Terms govern the relationship between Shree Bahubali and you, the user (“You”, “Your”, or “Client”). Trading in the Cash, Derivatives, and Currency Derivatives segments of the Bombay Stock Exchange (“BSE”) and National Stock Exchange (“NSE”) (collectively referred to as the “Exchanges”) is facilitated through Shree Bahubali Stock Broking Limited, a trading member of BSE and NSE and registered with the Securities and Exchange Board of India (“SEBI”) under Registration Number INZ000103838. Depository services for your account are provided through Shree Bahubali Broking Limited, which acts as a Depository Participant with the National Securities Depository Limited (“NSDL”).

• The website and the mobile and web applications named “Shree Bahubali” and “BahuWEB” (collectively referred to as the “Apps”), along with the website (collectively referred to as the “Platform”), are owned, operated, and maintained by Shree Bahubali Stock Broking Limited.

• These Terms govern the relationship between Shree Bahubali and its clients (“Client”, “you”, or “your”). Your access to and use of your account and the Platform is subject to your compliance with these Terms, read together with the Policies and Procedures and any other applicable documents. This includes, but is not limited to, the various application forms, agreements, declarations, and undertakings executed by you at the time of opening your account(s).

  Please note that the information contained herein is subject to change without prior notice. You are advised to review this page periodically and retain a copy for future reference. By continuing to access or use the Platform and/or by continuing to maintain an account with Shree Bahubali, you agree to be bound by any modifications or updates to these Terms, whether or not specific notice of such changes is provided.

• The Client acknowledges and agrees that all investment and/or trading decisions are made solely based on the Client’s own investment objectives and independent evaluation of their prevailing financial circumstances. This includes all decisions taken by the Client on the basis of any information available on the Platform. The Client further understands that Shree Bahubali acts solely as a facilitator by providing access for its Clients to participate in financial and commodity markets. Shree Bahubali does not seek to influence, advise, or otherwise affect the decision-making process of its Clients in any manner whatsoever.

• The Client agrees that neither Shree Bahubali nor any of its officers, directors, partners, employees, agents, subsidiaries, affiliates, or business associates shall be held liable for any trading losses, damages, or other consequences arising from reliance upon any information, opinions, advice, or other material available on the Platform or contained in any brochures, promotional materials, or other literature issued by Shree Bahubali or its affiliates or partners.

• The Client is advised to seek independent professional advice regarding the suitability of any investment decision. The Client acknowledges that employees and representatives of Shree Bahubali are not authorized to provide investment advice, and the Client agrees not to solicit or rely upon any such advice from Shree Bahubali or its employees or representatives. Any such advice that may inadvertently be provided by any employee or representative of Shree Bahubali shall be deemed to have been given in their personal capacity only, and Shree Bahubali expressly disclaims any liability arising therefrom.

• Registration Requirement.

  Prior to availing any online trading services on the Platform, the Client must complete Shree Bahubali’s account registration process as prescribed by Shree Bahubali from time to time. For the purpose of registration, the Client shall follow the procedures set out on the Platform and comply with any instructions communicated by Shree Bahubali or its authorised employees or representatives. The Client’s account shall be opened only upon submission of all required documentation, successful verification thereof, and approval by Shree Bahubali. Shree Bahubali reserves the right, at its sole discretion, to accept or reject any application for account opening without assigning any reason.

• Aadhaar-Based Online Account Opening.

  Online account opening using Aadhaar authentication is currently available only to residents of India opening individual accounts, provided that the individual’s mobile number is linked to their Aadhaar. Such facility shall not be available to non-resident individuals or to any non-individual entities, including but not limited to Hindu Undivided Families (HUFs), companies, limited liability partnerships (LLPs), partnerships, trusts, or any other similar entities.

• KYC Data Retrieval.

  In cases where the Client opts for Aadhaar-based online account opening, the relevant information may be retrieved from the applicable KYC database. The Client acknowledges and agrees that such retrieved information may not be editable through the Platform and shall be relied upon for the purpose of completing the account opening process.

• Collection of Documentation.

  Any arrangement for the physical pickup or collection of documentation required for the account opening process shall be subject to the availability of Shree Bahubali’s authorised representatives at the relevant time and location. Shree Bahubali does not guarantee such pickup services and reserves the right to require the Client to submit documents through alternative prescribed methods.

• Login Credentials.

  Shree Bahubali shall provide each Client with a unique Client ID and password enabling access to online trading facilities through the Platform, telephone-based services, or through any other access channels permitted by Shree Bahubali from time to time. Shree Bahubali shall also provide the Client with login credentials to its back-office platform, “TradewebX,” through which the Client may access various reports, account information, and statements. The use, reset, and modification of such login credentials shall be governed by these Terms and any additional policies, procedures, or instructions published on the Platform from time to time.

• Two-Factor Authentication (2FA).

  Access to the trading terminal system on the Platform is protected through a mandatory two-factor authentication (“2FA”) mechanism. This includes:
  (a) entry of the Client ID and password; and
  (b) authentication through a Shree Bahubali-generated Time-based One-Time Password (“TOTP”) or a One-Time Password (“OTP”) delivered via SMS or email.

  This 2FA mechanism is implemented in compliance with applicable guidelines issued by the Securities and Exchange Board of India (SEBI) and the relevant Stock Exchanges governing internet-based trading.

• Creation and Confidentiality of Credentials.

  At the time of account opening, a link to create the password and 2FA credentials shall be sent to the Client through a welcome email. The password and authentication credentials created by the Client shall be unique and known only to the Client. Such credentials constitute privileged and confidential information and must be maintained in strict confidence. The Client shall not disclose or share such credentials with any third party under any circumstances.

• Password Reset.

  The Client may reset their password at any time by selecting the “Forgot User ID or Password” option available under the “Login” section of the Website or the Shree Bahubali mobile application. Upon selecting this option, a password reset link shall be sent to the Client’s registered email address. The Client must create a new unique password in order to regain access to the trading account on the Platform.

• Responsibility for Account Use.

  The Client shall be solely responsible for maintaining the confidentiality and security of their Client ID, password, and authentication credentials. The Client agrees that all instructions, orders, and transactions executed on the Platform using the Client’s login credentials shall be deemed to have been authorised by the Client. Shree Bahubali shall not be liable for any losses, damages, or liabilities arising from the misuse or unauthorised use of the Client’s login credentials.

• Acknowledgment of Risks.

  The Client acknowledges that they are aware of and fully understand the risks associated with online trading services, including the risk of misuse, unauthorised access, or compromise of the Client ID, password, or authentication credentials by third parties. The Client further acknowledges the possibility of third parties gaining unauthorised access to the Client’s account on the Platform and placing orders without the Client’s consent.

• Reporting of Unauthorised Access.

  Without prejudice to the foregoing, the Client agrees to immediately notify Shree Bahubali in writing upon becoming aware of or suspecting:
  (a) any unauthorised use of the Client ID, password, or authentication credentials;
  (b) any discrepancies or transactions that may be attributable to such unauthorised access; or
  (c) any suspected security vulnerability in Shree Bahubali’s online trading system available on the Platform (“Online Trading System”).
  

  Such notification shall include full details of the incident, including the date, nature of the suspected breach, and any transactions executed as a result thereof. The Client shall also notify Shree Bahubali immediately if they are unable to retrieve or reset their password or authentication credentials after following the prescribed reset procedure.

• Reporting Security Vulnerabilities.

  The Client agrees to promptly notify Shree Bahubali on a priority basis upon discovering any security flaws, vulnerabilities, or technical issues affecting the Platform or any of its components.

• Restriction on Dissemination.

  Shree Bahubali does not disseminate real-time market price data to any third party, except where such disclosure is necessary for the orderly functioning of the securities market or is otherwise permitted or required under applicable laws, regulations, or directives issued by relevant regulatory authorities (“Applicable Law”).

• Permitted Use by Client.

  The Client agrees that any real-time price data made available through the Platform is provided solely for the purpose of enabling the Client to access and use the services and functionalities available on the Platform. The Client represents and warrants that such real-time market data shall not be used, reproduced, redistributed, transmitted, published, or exploited for any other purpose without prior authorisation where required under Applicable Law.

• Delayed Market Data for Education and Awareness.

  Shree Bahubali reserves the right to disseminate market price data for the purposes of investor education and awareness, provided that such data is shared with such time delays or limitations as may be prescribed under Applicable Law or by the relevant stock exchanges or regulatory authorities.

• Client Authorisation.

  All orders and instructions routed through Shree Bahubali’s Platform using the Client’s Client ID, including but not limited to orders for the purchase, sale, or pledge of securities, shall be deemed to have been placed by the Client and shall be binding on the Client.

• Responsibility for Orders.

  Shree Bahubali shall not be responsible for any orders entered incorrectly or by mistake by the Client on the Platform. Every order placed using the Client’s login credentials shall be treated as a valid and authorised order, and the Client shall bear full responsibility for such orders and the consequences arising therefrom.

• Telephone Orders.

  In the event that orders are placed via telephone, the Client agrees to provide sufficient authentication details relating to the Client/Customer ID, including but not limited to the Telephone Support Code and any other information that may be required by Shree Bahubali to verify the identity of the Client.

• Order Transmission and Delays.

  Orders are ordinarily routed to the Exchange’s computer systems within a few seconds after being placed by the Client on the Platform. However, Shree Bahubali shall not be liable for any delays in transmission or execution of orders, or for any losses arising as a result of such delays.

• Market Orders.

  In the case of market orders placed on the Platform, the Client acknowledges that the execution price shall be the price at which the order is executed by the Exchange’s computer system. Such execution price may differ from the last traded or prevailing market price at the time the order was placed on the Platform.

• Execution by Exchange.

  All orders placed on the Platform are forwarded to the relevant Exchange. Orders placed during trading hours shall be routed to the Exchange for execution, subject to the availability of counterparties and market conditions. The Client acknowledges that Shree Bahubali does not exercise control over the execution of orders once they have been transmitted to the Exchange, and the execution of such orders is subject to prevailing market conditions.

• Order Cancellation and Modification.

  Shree Bahubali does not guarantee the cancellation or modification of any order pursuant to a Client’s request. An order may be cancelled or modified only if the request for such cancellation or modification is received and processed by the Exchange prior to the execution of the order. Market orders are typically executed immediately and may not be capable of cancellation.

• Order Confirmations.

  The Client shall not assume that any order has been executed, cancelled, or modified until confirmation is received from Shree Bahubali. Due to technical or administrative reasons, confirmations may occasionally be delayed. Such delay shall not imply execution, cancellation, or modification unless confirmed by Shree Bahubali.

• Trading and Exposure Limits.

  Shree Bahubali may, from time to time, impose, revise, or remove limitations on the orders or instructions that a Client may place through the Platform. Such limitations may include, but are not limited to, exposure limits, turnover limits, limits on the number or value of orders, restrictions on specific securities or categories of securities, or other risk-management measures. Shree Bahubali may revise or impose such limitations on an urgent basis based on its internal risk assessment or regulatory requirements.

• Restriction of Trading Access.

  The Client acknowledges and agrees that Shree Bahubali may, at its sole discretion and without prior notice, restrict, suspend, or prohibit the Client’s ability to place orders or trade in securities through the Platform. Shree Bahubali shall not be liable for any losses or damages arising from such restrictions or from the Client’s inability to place orders on the Platform.

• Order Rejection.

  Shree Bahubali may, at its sole discretion, reject any order placed on the Platform for any reason whatsoever, including but not limited to insufficient funds in the Client’s trading account, non-availability of securities in the Client’s Demat account, insufficient margin requirements, suspension of trading in a particular security by the Exchange, or the applicability of circuit breakers. In such circumstances, Shree Bahubali shall have the right to treat such orders as lapsed.

• Exchange Rejection and Market Closure.

  If the markets close before the Exchange accepts an order, such order may be rejected. The Client acknowledges that Shree Bahubali may reject any order that has been rejected by the Exchange. In the event of rejection by the Exchange, the order shall remain rejected and shall not be reprocessed.

• Execution Despite Insufficient Balance.

  Without prejudice to the foregoing, Shree Bahubali may, at its sole discretion, permit the execution of orders even where the Client’s account balance is insufficient. Any resulting shortfall may subsequently be recovered by Shree Bahubali during settlement.

• Pending Orders.

  All pending orders at the close of trading shall be handled in accordance with the systems, rules, and norms of the relevant Exchange.

• Order Routing.

  The Client agrees that all orders placed through the Online Trading System shall be forwarded by the system to the relevant Exchange for execution. Orders placed through any other permitted channel may be routed to Exchange terminals or any other order execution mechanism at Shree Bahubali’s discretion. Orders placed during trading hours shall ordinarily be routed to the Exchange and executed through the market system, subject to prevailing market conditions and the availability of counterparties.

• Trade Confirmation and Contract Notes.

  Upon execution of any order at the Exchange, Shree Bahubali shall issue an electronic contract note to the Client as confirmation of the trade. Such contract note shall ordinarily be sent via email within twenty-four (24) hours of the trade, subject to receipt of relevant files or confirmations from the Exchange. Delivery of the contract note by email to the Client’s registered email address shall be deemed valid delivery. The Client is responsible for promptly reviewing all trade confirmations and contract notes and for notifying Shree Bahubali if such confirmations are not received within the expected time period.

• Reporting Discrepancies.

  The Client shall immediately notify Shree Bahubali of any errors or discrepancies in reports, statements, or contract notes relating to executed trades, including but not limited to errors in execution price, quantity, or security. Any such discrepancy must be communicated to Shree Bahubali in writing via email within twenty-four (24) hours of receipt of the relevant report, statement, or contract note. Shree Bahubali reserves the right to review and determine the validity of such objections.

• Delayed Reports from Exchanges.

  The Client acknowledges that there may occasionally be delays in Shree Bahubali receiving transaction status reports or statements from the relevant Exchanges. In such circumstances, Shree Bahubali may forward delayed reports or statements relating to transactions that were previously unreported. Shree Bahubali shall not be held responsible for any losses resulting from such delays or for any inaccuracies in reports or statements received from the Exchanges.

• System Failures and Disruptions.

  The Client acknowledges that electronic trading systems at the Exchanges and within Shree Bahubali’s infrastructure may be subject to temporary disruptions, breakdowns, or failures due to technical issues, connectivity problems, or system outages. In such circumstances, Shree Bahubali may cancel any or all pending orders placed by the Client or may be unable to cancel, modify, or execute orders. The Client agrees that Shree Bahubali shall not be liable for any losses arising from such disruptions or system failures.

• Regulatory Compliance for Contract Notes.

  Shree Bahubali shall issue contract notes in accordance with applicable regulatory requirements, including the provisions of the SEBI (Stock Brokers and Sub-Brokers) Rules and Regulations, 1992. Contract notes shall generally be issued in electronic form and delivered to the Client via the email address registered with Shree Bahubali.

• Order Rejection Due to Market Closure or Exchange Action.

  The Client acknowledges that if the market closes before an order is accepted by the Exchange, such order may be rejected. Shree Bahubali may also reject any order that has been rejected by the Exchange for any reason. In such cases, the order shall remain rejected and shall not be reprocessed, and shall be treated as lapsed.

• Order Rejection by Shree Bahubali.

  Shree Bahubali may, at its sole discretion, reject any order placed on the Platform or through any other permitted channel for reasons including, but not limited to, insufficient funds in the Client’s trading account, non-availability of securities in the Client’s demat account, insufficient margin where margin trading has been opted for, suspension of trading in a particular security by an Exchange, or the application of circuit breakers.

• Client Responsibility for Contact Information.

  Shree Bahubali shall not be responsible for the non-receipt of trade confirmations, contract notes, or other communications due to any change in the Client’s contact details that has not been notified to Shree Bahubali in writing. The Client agrees to review all trade confirmations, contract notes, invoices, and account statements immediately upon receipt. Unless the Client notifies Shree Bahubali in writing of any discrepancy within twenty-four (24) hours of receipt, such communications shall be deemed to have been accepted as correct.

• Risk Management and Surveillance Measures.

  Shree Bahubali may impose scrip-wise surveillance measures, trading limits, conditional trading requirements, or other risk management controls from time to time. Such measures may vary between Clients based on Shree Bahubali’s internal risk assessment and other relevant factors. These measures may include restrictions on trading in specific securities, derivatives contracts, leveraged positions, or other instruments.

• Compliance with Regulatory Framework.

  All orders placed through the Platform, the transactions executed pursuant thereto, and the settlement of such transactions shall be subject to and governed by the rules, regulations, and guidelines issued by the Securities and Exchange Board of India (SEBI), the relevant Exchanges, clearing corporations, and other applicable authorities. The Client agrees to comply with all such applicable rules and regulations.

• Cancellation or Modification of Orders.

  Cancellation or modification of an order pursuant to a Client’s request is not guaranteed. An order may be cancelled or modified only if the request is received and successfully processed before the order is executed on the Exchange. Market orders are typically executed immediately and may not be capable of cancellation or modification.

• Margin Requirements.

  The Client agrees and undertakes to promptly deposit with Shree Bahubali such cash, securities, or other acceptable collateral as Shree Bahubali may require as margin from time to time. The Client acknowledges that Shree Bahubali may require margins higher than those prescribed by the relevant Exchange. Shree Bahubali may also require the Client to maintain, on an ongoing basis, a minimum margin amount specified by Shree Bahubali for the duration during which the Client avails of the Online Trading Services on the Platform. The Client further acknowledges that any margin maintained with Shree Bahubali shall not be interest-bearing unless otherwise expressly agreed.

• Right of Set-Off.

  Shree Bahubali shall, at its sole discretion, have the irrevocable right to set off or appropriate, in whole or in part, any margin maintained by the Client, whether in the form of cash or securities, against any outstanding dues or obligations of the Client or of any member of the Client’s Group. For the purposes of these Terms, “Group” shall mean all individuals, firms, entities, group companies, or other persons specified in the schedule to the Member–Client Agreement executed at the time of account opening.

• Valuation of Securities and Haircuts.

  The Client authorises Shree Bahubali to determine the market value of any securities deposited as margin after applying such haircuts as Shree Bahubali may deem appropriate in accordance with its risk management policies or regulatory requirements. The Client undertakes to continuously monitor the value of such securities and to immediately replenish any shortfall arising from a decline in their market value, whether or not Shree Bahubali notifies the Client of such shortfall.

• Cash Margin Requirements.

  Shree Bahubali may, at its sole discretion, require margins to be provided in the form of cash, either in substitution for or in addition to securities provided as margin. The Client agrees to promptly comply with any such requirement communicated by Shree Bahubali.

• Liquidation of Positions.

  Without prejudice to any other rights available to Shree Bahubali under these Terms or under applicable law, Shree Bahubali shall be entitled to liquidate, square off, or close out any or all open positions of the Client in the event of non-payment of margins, failure to maintain required margins, or the existence of any outstanding liabilities. The proceeds arising from such liquidation or closing out shall be applied towards the Client’s outstanding obligations. Any losses, charges, or expenses arising from such liquidation or closing out shall be borne entirely by the Client.

• Exposure Limits.

  The Client agrees to comply with all exposure limits and margin requirements prescribed from time to time by Shree Bahubali, the relevant Exchange, the clearing corporation, or the Securities and Exchange Board of India (SEBI).

• Market Volatility and Margin Shortfall.

  The Client acknowledges that Shree Bahubali is required to maintain sufficient margins with the relevant Exchange to facilitate trading by its Clients, subject to regulatory limits. During periods of extreme market volatility, margins deposited by Shree Bahubali with the Exchange may become insufficient to support the aggregate positions of all Clients. In such circumstances, Shree Bahubali may temporarily suspend or restrict trading through its systems. The Client agrees that Shree Bahubali shall not be liable for any losses incurred by the Client due to such suspension or restriction of trading.

• Use of Client Margin with Third Parties.

  The Client agrees that any securities or cash provided as margin may be pledged, re-pledged, or otherwise placed by Shree Bahubali with Exchanges, clearing corporations, banks, or other institutions as may be required or deemed appropriate by Shree Bahubali for the purposes of margining or settlement. The Client authorises Shree Bahubali to undertake all acts and actions necessary to facilitate such pledging or placement.

• Sale or Transfer of Margin Securities.

  Any reference in these Terms to the sale or transfer of securities by Shree Bahubali shall include securities forming part of the margin maintained by the Client. In exercising its right to sell or transfer such securities, Shree Bahubali shall have the sole discretion to determine which securities are to be sold or transferred.

• Money Pay-In by the Client.

  The Client agrees to ensure that all payments due to Shree Bahubali are made within the prescribed time period. In the event of any delay in payment, Shree Bahubali may, at its discretion, refuse to execute further transactions for the Client or may close out any open positions. Any losses, costs, or charges arising from such actions shall be borne solely by the Client. All payments made to Shree Bahubali must originate from the Client’s bank account(s) registered with Shree Bahubali. Payments shall not be accepted from: (a) any bank account not registered with Shree Bahubali; or (b) any bank account belonging to a third party.

• Money Payout by Shree Bahubali.

  Notwithstanding anything contained in any other agreement or arrangement between the Client and Shree Bahubali, the Client authorises Shree Bahubali to release any funds due to the Client from the Client’s trading account maintained on the Platform upon receipt of a specific payout request from the Client, subject to applicable regulatory and operational requirements.

• Securities Pay-In by the Client.

  The Client shall ensure that delivery of all securities required for settlement of trades is made to Shree Bahubali within twenty-four (24) hours of execution of the sale order or one day prior to the Exchange pay-in date, whichever is earlier. The Client shall be solely responsible for reimbursing Shree Bahubali for any losses incurred as a result of failure or delay in delivering such securities to Shree Bahubali, which results in Shree Bahubali’s inability to deliver the securities to the Exchange within the prescribed settlement timelines. For the purposes of this clause, losses shall include, but shall not be limited to, auction debits, penalties, or any other charges imposed by the Exchange due to short delivery or non-delivery of securities.

  Where the Client sells securities on the Platform against purchases made in previous settlements, such sales shall be undertaken at the Client’s own risk. The Client acknowledges that such transactions may result in short delivery and may attract auction debits or penalties levied by the relevant Exchange.

• Securities Payout by Shree Bahubali.

  Shree Bahubali may credit securities directly to the Client’s demat account upon settlement or may maintain the Client’s trading account on the Platform on a running account basis, in accordance with applicable regulatory requirements and the Client’s instructions.

• Restriction on Third-Party Securities.

  The Client shall not sell, pledge, or otherwise transact in securities belonging to any third party through the Client’s trading account on the Platform. The Client shall bear sole responsibility for any violations of this provision, including any regulatory or penal action taken by the Securities and Exchange Board of India (SEBI) or the relevant Exchanges.

• No-Delivery Period.

  If the Client places an order for securities during a no-delivery period as specified by the relevant Exchange, such securities shall be credited to the Client’s account only at the designated settlement time in accordance with the schedule notified by the Exchange.

• Withholding of Securities.

  In the event that any sums of money are due from the Client to Shree Bahubali, the Client authorises Shree Bahubali to withhold the credit of securities to the Client’s account until such outstanding amounts have been duly paid by the Client.

• Treatment of Client Balances as Margin.

  Shree Bahubali shall be entitled to treat any cash balances or securities lying to the credit of the Client with Shree Bahubali as margin available for the purposes of trading and risk management, subject to applicable regulatory requirements.

• Client Obligation to Pay Fees.

  The Client agrees to pay Shree Bahubali all brokerages, transaction charges, commissions, fees, Goods and Services Tax (GST), and any other taxes, levies, or charges, by whatever name called, as notified by Shree Bahubali from time to time in writing. Shree Bahubali shall be entitled to debit such fees or levies directly from the Client’s trading account or ledger in consideration of the services provided by Shree Bahubali.

• Changes to Fees and Charges.

  All brokerages, transaction charges, commissions, and other fees listed on the Platform are subject to change at Shree Bahubali’s discretion, in compliance with the rules prescribed by the relevant Exchanges and SEBI, and in accordance with Shree Bahubali’s business practices. Shree Bahubali shall notify the Client of any changes, including the effective date of such changes, via email and/or SMS to the Client’s registered email address and contact number.

• Suspension or Termination of Services.

  Shree Bahubali may, at its discretion and in circumstances including but not limited to breach of Applicable Law or these Terms, suspend or terminate the Client’s account and services. Such suspension or termination may restrict or prevent the Client from accessing or using certain or all features available on the Platform.

• Immediate Effect of Suspension/Termination.

  Upon suspension or termination, the Client’s right to use the Platform and any services provided by Shree Bahubali shall immediately cease. Shree Bahubali shall not be liable to the Client or any third party for any losses, claims, or damages arising out of or in connection with such suspension or termination.

• Rights Reserved by Shree Bahubali.

  The right of Shree Bahubali to suspend or terminate the Client’s account is in addition to any remedies or obligations prescribed under Applicable Law. In the event the Client wishes to dispute or raise a grievance in connection with such suspension or termination, the Client may submit a written complaint with supporting documentation to Shree Bahubali in accordance with the grievance redressal mechanism outlined in these Terms. Shree Bahubali shall address such grievances in compliance with Applicable Law. The decision of Shree Bahubali regarding reinstatement of services shall be final and binding.

• Client Representations and Warranties.

  The Client represents and warrants to Shree Bahubali that:

  1.1. The Client is legally capable of being a valid counterparty to these Terms, and that entering into and performing obligations under these Terms does not, and will not, contravene any agreement, obligation, or rights of any third party at any time prior to or during the Client’s use of the Platform and Shree Bahubali’s services.

  1.2. The Client shall provide Shree Bahubali with accurate, complete, and up-to-date personal or corporate information as may be required, including supporting documentary proof. Such information includes, but is not limited to, the Client’s PAN number, Unique Identification Number (UIN) issued by SEBI, and any other details mandated by Applicable Law. The Client warrants that all such information provided is true, correct, and not misleading.

  1.3. All securities deposited with Shree Bahubali, whether as margin or otherwise, are owned by the Client and are free from any lien, charge, or encumbrance.

  1.4. The Client has made reasonable efforts to understand the risks associated with trading on the Exchanges, including risks inherent in online trading through the Platform. The Client agrees not to hold Shree Bahubali or any Exchange liable for any losses, claims, or damages arising from any suspension, interruption, non-availability, or malfunction of the online trading systems of the Exchange or the Platform, for any reason whatsoever.

  1.5. The Client shall maintain the confidentiality and security of their account credentials, including password and two-factor authentication (2FA) credentials, and shall not disclose them to any unauthorized person or third party.

  1.6. The Client shall bear full responsibility for all orders entered and transactions executed through their account on the Platform, whether authorized or unauthorized.

• Shree Bahubali Representations and Warranties.

  Shree Bahubali represents and warrants to the Client that it has complied, and will continue to comply, with all applicable statutory and regulatory requirements to lawfully offer internet-based trading services on the Platform, in both the cash and derivatives segments of the relevant Exchanges.

• Ownership.

  All intellectual property rights in and to the Platform, including but not limited to software, techniques, processes, trademarks, logos, images, designs, content, information, and any other material available on or through the Platform, are the exclusive property of Shree Bahubali or are licensed to Shree Bahubali. Nothing in these Terms shall be construed as granting, by implication, estoppel, or otherwise, any proprietary rights or license to the Client or any other user of the Platform (collectively, “Users”) in respect of any intellectual property owned or licensed by Shree Bahubali.

• Restrictions on Use.

  The Client shall not, and shall not permit any third party to:

  • Copy, reproduce, modify, adapt, decompile, reverse engineer, or attempt to discover any source code of the Platform;

  • Use, license, sell, assign, or otherwise exploit any intellectual property in the Platform;

  • Copy or use any logos, brand names, marketing or branding materials, images, or content from the Platform;

  • Remove, obscure, or alter any copyright, trademark, or other proprietary notices on the Platform;

  • Use spiders, crawlers, robots, or any automated tools to access, monitor, or copy any content on the Platform.

• Infringement.

  Any unauthorized use of Shree Bahubali’s intellectual property, or any attempt to use such intellectual property in connection with any other product, service, or offering, shall constitute an infringement and may result in legal action under applicable laws, including claims for damages, injunctive relief, and any other remedies available under law.

• User Responsibility.

  The User is solely responsible for all content that they post, upload, modify, publish, transmit, or share on the Platform, including content generated or assisted through any artificial intelligence models. The User must ensure that such content is appropriate, lawful, and owned by the User, and complies with these Terms and all applicable laws. Further, Shree Bahubali is committed to protecting the principles of equality, free speech, privacy and personal liberty applicable to all Users of the Platform. Without limiting the generality of the foregoing, the User shall not post, upload, modify, publish, transmit, or share any content that:

  1.1. Does not belong to the User or for which the User has no legal right;

  1.2. Is obscene, pornographic, paedophilic, or infringes the privacy of others;

  1.3. Is harmful to children, insulting, harassing, or discriminatory based on gender, race, ethnicity, or other protected characteristics;

  1.4. Promotes or facilitates money laundering, gambling, or any online game causing harm to Users;

  1.5. Relates to or promotes unverified or impermissible online games;

  1.6. Promotes enmity between groups on the basis of religion, caste, or other protected categories with intent to incite violence;

  1.7. Infringes any intellectual property, proprietary rights, or other applicable law;

  1.8. Misleads, deceives, or provides false or intentionally misleading information about the origin of any message or content;

  1.9. Has been identified as fake, false, or misleading by a fact-check unit of the Government of India in connection with government business;

  1.10. Constitutes advertising, surrogate advertising, or promotion of impermissible online games or related intermediaries;

  1.11. Impersonates any other person;

  1.12. Threatens the unity, integrity, defence, safety, security, sovereignty, or public order of India, friendly relations with other states, or incites any cognizable offence, obstructs law enforcement, or insults another nation;

  1.13. Contains code, software, or content intended to harm computer resources, including viruses or malware;

  1.14. Is false, misleading, or intended to harass, defraud, or cause injury for financial gain; or

  1.15. Violates any other applicable law.

• Shree Bahubali's Discretion and Monitoring.

  Shree Bahubali has no obligation to monitor User content on the Platform. However, Shree Bahubali may, at its sole discretion and in accordance with applicable law, review, restrict, or remove any content that it determines violates these Terms or any applicable law. Such actions shall not affect Shree Bahubali's status as an intermediary under applicable law, nor shall they create any liability for Shree Bahubali regarding the removed content.

  Where content is removed, Shree Bahubali will make reasonable efforts to inform the User who posted the content. If a User is aggrieved by any such action, they may submit a complaint to Shree Bahubali at compliance@bahubali.in, and Shree Bahubali will review and take action in accordance with these Terms and applicable law.

• Links to Third-Party Platforms.

  The Platform may contain links to, or direct Users to, websites, platforms, or services operated by third parties ("Third-Party Sites"). If the User clicks on any such link, they may be redirected to these external platforms.

• Use at Own Risk.

  Any access to or use of Third-Party Sites is entirely at the User's own risk and responsibility. Shree Bahubali does not endorse, sponsor, or approve any Third-Party Site or the information, products, or services available on such sites. The display of third-party goods, services, or content on the Platform does not imply any reputation, endorsement, or approval by Shree Bahubali. The User acknowledges that Shree Bahubali shall not be responsible for the accuracy, completeness, timeliness, or reliability of information obtained from such Third-Party Sites, including any updates made by such third parties.

• User Content from Third Parties.

  The User understands and accepts that using the Platform may expose them to content posted by other Users or obtained from various sources. Shree Bahubali does not warrant, and shall not be responsible for, the accuracy, usefulness, safety, or intellectual property rights of any such content.

• Client Indemnity Regarding Security and Transactions.

  The Client acknowledges that internet-based trading requires authentication technologies and strict security measures. The Client agrees to indemnify and hold harmless Shree Bahubali, its affiliates, partners, directors, employees, and agents from any losses, damages, or claims arising from:

  (a) Any claim or action by a third party resulting from improper use of the Client's ID, password, or 2FA credentials;

  (b) Failures or delays in debiting funds from the Client's bank account for transfers, including mutual fund transactions;

  (c) Delays or technical issues at Shree Bahubali's end that may result in a delay in order fulfilment and any consequent change in the net asset value (NAV) of mutual fund orders.

• Transactions in Case of Client Incapacity.

  In the event of the Client's death, insolvency, liquidation, or otherwise becoming incapable of fulfilling payment, delivery, or transfer obligations for transactions placed via the Platform, Shree Bahubali shall be entitled to close out such transactions on behalf of the Client. The Client, or their legal representatives, shall be liable for any resulting losses or costs and shall be entitled to any surpluses. The Client agrees to indemnify Shree Bahubali for any shortfalls arising from such close-out transactions.

• General Client Indemnity.

  By using the Platform, the Client agrees to indemnify and hold harmless Shree Bahubali, its affiliates, partners, directors, employees, and agents from any losses, damages, or claims arising from:

  (i) Any breach by the Client of applicable laws, rules, or regulations in connection with their transactions on the Platform;

  (ii) Any breach by the Client of these Terms; or

  (iii) Any act, neglect, misconduct, or fraud by the Client.

• No Investment Advice.

  The Client acknowledges and agrees that none of the services, information, tools, or content available on the Platform shall be construed as investment advice by Shree Bahubali.

• Personal Capacity Advice.

  If the Client receives any information, recommendation, or advice from any employee or representative of Shree Bahubali, such communication shall be strictly in the personal capacity of the individual providing it. The Client may act upon such information, recommendation, or advice solely at their own risk and cost. Shree Bahubali shall not be liable or responsible for any transactions executed by the Client based on such information, recommendation, or advice.

• No Responsibility for Investment Decisions.

  Shree Bahubali, including its officers, directors, partners, employees, agents, and affiliates, shall have no responsibility, liability, or obligation in respect of any investment decisions or transactions undertaken by the Client.

• Participation Subject to Terms.

  Shree Bahubali may, from time to time, conduct initiatives, programmes, or offers to promote Client engagement, education, or investment activity. Participation in such initiatives shall be subject to the specific terms and conditions of the respective programme, in addition to these Terms. Shree Bahubali may vary programmes, offers, or benefits from Client to Client.

• Discretionary Operation.

  Shree Bahubali's decisions regarding the design, operation, and management of any initiative or programme shall be final and binding. Shree Bahubali reserves the right to modify, suspend, withdraw, or introduce new initiatives or programmes, in whole or in part, at its sole discretion, without prior notice to any Client or User.

• Disqualification from Programmes.

  Shree Bahubali reserves the right to disqualify any Client from participation in any programme or offer if the Client fails to meet eligibility criteria or in cases of misuse, misrepresentation, fraud, or suspicious activity, at Shree Bahubali's sole discretion, without any prior notice.

• Client Referral Program.

  Shree Bahubali may run referral programmes encouraging Clients to refer friends or family to invest with Shree Bahubali. The terms and conditions of such referral programmes may be changed at Shree Bahubali's sole discretion, with or without prior notice to the Client.

• No Liability for Contingencies Beyond Control.

  Shree Bahubali shall not be responsible or liable for any delays, failures, or defaults in the performance of its obligations under these Terms due to circumstances beyond its reasonable control. Such circumstances include, but are not limited to:

  • Exchange or market rulings;

  • Suspension or closure of trading;

  • Natural disasters such as fires, floods, earthquakes, cyclones, tsunamis;

  • Civil commotions, riots, wars, strikes, pandemics, or other health emergencies;

  • Terrorist acts or unlawful actions by third parties;

  • System failures, internet or telecommunication breakdowns;

  • Regulatory actions or directives issued by any governmental authority.

• Partial Invalidity.

  If any provision of these Terms is found to be invalid, illegal, or unenforceable under any applicable law or regulation, such invalidity shall not affect the validity, legality, or enforceability of the remaining provisions, which shall continue in full force and effect.

• No Charges for Account Opening.

  Shree Bahubali does not levy any charges for account opening or account activation; therefore, no refund or cancellation policy applies for this process.

• Post-Account Opening Payments.

  Any payments made after the Trading and Demat account has been opened will be credited to the Client's account. Clients may withdraw such amounts by placing a withdrawal request in accordance with Platform procedures.

• Account Opening Timeline and Cancellation.

  The Trading and Demat account opening process typically takes approximately 24 hours. Clients may submit a cancellation request to our support team within 12–18 hours of submitting their account opening application. Upon receipt of a valid cancellation request within this period, the account opening process shall be halted, and no account shall be activated.

• No Warranty.

  Shree Bahubali does not warrant that the services provided on the Platform will be uninterrupted, error-free, or fully secure. All services on the Platform are provided to the Client on an "as is" and "as available" basis, without any express or implied warranties, including, without limitation, warranties of merchantability, fitness for a particular purpose, or non-infringement.

• Acknowledgment of Internet Trading Risks.

  The Client acknowledges that online trading involves inherent uncertainties and complexities relating to hardware, software, computer systems, communication lines, peripherals, and other technology, all of which may experience interruptions or malfunctions. Shree Bahubali and the Exchanges do not represent or warrant that online trading facilities on the Platform will be available at all times without interruption. The Client agrees not to pursue any claims against Shree Bahubali or the Exchanges for suspensions, interruptions, malfunctions, or unavailability of any services on the Platform for any reason.

• Authorization for Transaction Settlement.

  The Client confirms that they have authorized Shree Bahubali to take any steps necessary to complete or settle transactions executed on the Platform or by Shree Bahubali on the Client's behalf. However, nothing in these Terms imposes an obligation on Shree Bahubali to take such steps.

• No Waiver.

  Failure by Shree Bahubali to exercise any right under these Terms or applicable law shall not be deemed a waiver of any further rights. Any waiver by Shree Bahubali shall not constitute a waiver of other rights or remedies. The exercise of any remedy by Shree Bahubali shall be without prejudice to its other rights and remedies.

• Precedence of Terms.

  In the event of any conflict between these Terms, the Privacy Policy, any other policies applicable to the Platform or Shree Bahubali's services, and agreements entered into between Shree Bahubali and the Client, the following order of precedence shall apply:

  (i) Agreements between Shree Bahubali and the Client;

  (ii) Any product- or service-specific terms and policies;

  (iii) Privacy Policy;

  (iv) These Terms.

• Limitation of Liability.

  To the fullest extent permitted by law, Shree Bahubali and its affiliates shall not be liable for any indirect, remote, punitive, special, incidental, consequential, or exemplary damages, including without limitation loss of business, revenue, profits, or goodwill, arising from or in connection with the Client's use of or inability to use the Platform. In any event, Shree Bahubali's total liability arising under these Terms shall not exceed INR 100 (Indian Rupees One Hundred Only).

• Commitment to Investor Satisfaction.

  Shree Bahubali places the highest importance on investor satisfaction and has implemented appropriate mechanisms and systems to effectively address and resolve client grievances.

• Grievance Officer.

  The Compliance Officer of Shree Bahubali shall act as the designated Grievance Officer. The current Compliance Officer is Mr. Amit Jain. All investor grievances are monitored and addressed by the Compliance Officer, who reports directly to the Board of Directors. This structure ensures appropriate escalation of serious or long-pending complaints, while routine grievances are addressed by the Compliance Officer with the support of the Compliance team.

• Submission of Grievances.

  Clients may submit their grievances by emailing the Compliance Officer at compliance@bahubali.in. This email address is displayed on the Platform and is also mentioned on contract notes and other communications issued to clients from time to time.

• Monitoring and Resolution Process.

  All grievances received via email, written communication, or verbal communication are monitored and addressed by the Compliance Officer. A centralized grievance register is maintained to ensure effective monitoring, tracking, and resolution of complaints. Shree Bahubali undertakes regular analysis of the nature, frequency, and patterns of complaints to identify root causes and implement corrective measures. Periodic visits and inspections are conducted at branches and with authorized partners to gather client feedback on service-related issues. Based on such feedback and analysis, Shree Bahubali implements necessary improvements to enhance service quality and prevent recurrence of grievances.

• Modes of Communication.

  All notices, correspondence, or communications issued under these Terms shall be served through any one or more of the following modes of communication and shall be addressed to the last known email address, residential address, or place of business of the relevant party:

  (a) Delivery by hand;

  (b) Delivery by registered or unregistered post;

  (c) Delivery under certificate of posting;

  (d) Delivery by email or fax;

  (e) Affixing the notice at the last known residential or business address of the concerned party;

  (f) Oral communication to the party or communication made to the last known telephone number, including via voicemail or answering machine;

  (g) Publication in at least one widely circulated daily newspaper in the area where the last known residential or business address of the concerned party is located;

  (h) Display of the notice on Shree Bahubali's notice board where no address of the concerned party is known.

• Deemed Service.

  Any communication sent by Shree Bahubali to the Client using any of the above modes shall be deemed to have been properly served or delivered, even if such communication is returned to Shree Bahubali as unclaimed, refused, or undelivered.

• Confidentiality of Communications.

  Communications sent by Shree Bahubali to Clients through registered email addresses or phone numbers are intended solely for the use of the respective Client. Such communications are confidential and should not be forwarded, shared, or disclosed to any third party without prior authorization from Shree Bahubali.

• Governing Law.

  These Terms and the use of the Platform (website) shall be governed by and construed in accordance with the laws of India.

• Amicable Resolution of Disputes.

  In the event of any dispute, difference, or claim arising between the User and Shree Bahubali in connection with the validity, interpretation, performance, termination, or alleged breach of any provision of these Terms (a "Dispute"), the parties shall first endeavour to resolve such Dispute amicably and in good faith within a period of thirty (30) days from the date on which either party notifies the other of the existence of such Dispute.

• Jurisdiction.

  If the Dispute is not resolved amicably within the aforesaid period, such Dispute shall be subject to the exclusive jurisdiction of the competent courts in India, unless otherwise required under applicable laws, regulations, or rules prescribed by regulatory authorities or stock exchanges.

If you have any questions, concerns, or require clarification regarding these Terms, please contact us at compliance@bahubali.in.