1. Standard Research Rationale:
a. Securities are chosen through a combination of Technical and Fundamental Analysis.
b. Our selection methods are research-driven and encompass technical indicators such as Price, Volume, RSI, and other indicators, alongside data-informed analysis, and fundamental analysis.
c. Recommendations for securities are based on the bullish and bearish sentiments derived from the analysed parameters.
d. To protect against potential losses, we implement stop-loss measures for each security, guided by these parameters.
e. A daily closing chart of securities for 3 years or more is available at NSE: https://charting.nseindia.com/ and BSE: https://charting.bseindia.com/
*Source: ** Brokers' charts and various platforms that leverage exchange data, along with regulatory and company websites for accurate information.
2. Recommendations/Calls Ratings Explained:
a. Buy/Add: Purchase at the Current Market Price (CMP) or the price specified in the call. b. Sell/Exit: Sell at the Current Market Price (CMP) or the price outlined in the call. c. Stop-loss: Sell at or below the stop-loss price. d. Target: Sell at or above the target price. e. Hold: Retain securities until the price target or stop-loss is achieved. f. Book Profit: Sell a portion of securities while keeping the remainder for potential further targets or stop-loss. g. Apply: Submit applications for securities such as IPOs, OFS, Buybacks, etc. h. Open Position: If stop-loss and target levels are not provided for securities, particularly for long-term investments, exit at a profit or loss of 5-10%, depending on which occurs first. i. Adhere strictly to our group calls; personal inquiries about Buy, Sell, and Hold may lead to unintended losses if group recommendations are not followed.
Recommended Entry, Stop-Loss, and Target Framework — ABC Stock:
For ABC stock, the suggested entry price is ₹100, or within the range of ₹100–₹102. In a fast-moving market, an entry up to 2–3 points above the suggested price may be considered, subject to the investor’s individual risk tolerance.
If the recommended price level is missed, kindly ignore the recommendation/call and wait for the next recommendation/call. Do not enter the trade at a price level other than the recommended level.
1. Stop-Loss: If the stop-loss is set at ₹95, the position should be exited immediately once the stock trades at or below ₹95. 2. Target Levels: If the target levels are ₹105, ₹110, and ₹120, exits should be implemented in accordance with the investor’s risk appetite, as follows 3. At ₹105: - Low-risk investor: Exit the entire quantity at or above ₹105. - High-risk investor: Exit 33% of the quantity at or above ₹105 and revise the stop-loss to the entry price of ₹100. 4. At ₹110: - High-risk investor: Exit a further 33% of the quantity at or above ₹110 and revise the stop-loss to the first target level of ₹105. 5. At ₹120: - High-risk investor: Exit the remaining quantity at or above ₹120. Default Target in Absence of a Specified Target: Where no target price is specified, the default target shall be based on a 1:1 risk-reward ratio. For example, if the entry price is ₹100 and the stop-loss is ₹95, representing a 5% downside risk, the default target shall be 5% above the entry price, i.e., ₹105. Investors are advised to execute trades strictly in accordance with their stated risk profile and to monitor positions actively until exit.
3. Disclaimer & Disclosure in Research Report:
Issued By: Research Analyst: TRADING IDEAS ADVISORY *SEBI Research Analyst Registration No.: INH000030737 *Research Analyst Entity: Research Analyst or RA *BSE Enlistment Number: 7593 *Tradename/Website: http://www.tradingideasadvisory.com
Research Report Terms & Conditions:
(a) The recommendations provided in this report are based on publicly available information we believe to be reliable and accurate at the time of publication. (b) Unless otherwise stated, our recommendations are intended for a 12-month investment horizon.
(c) Ratings provided are based on absolute returns (positive or negative) and should be interpreted accordingly. (d) Security prices may fluctuate due to market volatility or company-specific events, and returns may vary dramatically over time. (e) We reserve the right to revise or withdraw ratings due to reassessment of valuation, market events, or lack of clarity. (f) Opinions expressed are subject to change without notice, and we are under no obligation to inform clients of such changes. (g) Clients are advised to carefully assess market risks, including the possibility of partial or permanent capital loss. (h) There is absolutely no scope for refunding losses incurred from acting on any research report or commentary. (i) While pro-rata refunds may be considered for subscriptions due to dissatisfaction, these are not tied to investment outcomes. (k) RESEARCH ANALYST, along with its partners, employees, officers, and affiliates, expressly disclaims any liability for loss or damages arising from unintentional errors or omissions in any information or recommendations contained in the research reports. (l) All reports, including third-party reports, are carefully reviewed prior to dissemination to ensure accuracy and to avoid misleading statements. (m) A daily closing chart of securities is available at NSE: https://charting.nseindia.com/ and BSE: https://charting.bseindia.com/ (n) The view on securities is based on both technical and fundamental analysis. (o) RESEARCH ANALYST adheres strictly to SEBI (Research Analyst) Regulations, 2014, and does not offer investment advisory or PMS (Portfolio Management Services). (p) All participants must follow the instructions provided during our group calls. We do not offer any one-on-one investment or trading services, as this is against RA regulations. (q) Please note that personal queries related to group calls will not be entertained. Members are responsible for their own profits and losses. (r) Copyright and Confidentiality (i) Research reports are issued for personal use only. (ii) No part of the report may be reproduced, redistributed, or published without written authorization from RESEARCH ANALYST.
4. Analyst Certification and Business Activities:
RESEARCH ANALYST, as a SEBI-registered Research Analyst, certify that:
(a) The views expressed in this report represent the honest and independent opinions of the analyst(s) on the subject securities. (b) This report has been prepared using data from publicly available sources deemed reliable. (c) The analyst’s compensation is not influenced by the views or recommendations expressed herein.
Business Activity:
RESEARCH ANALYST is engaged in the business of providing independent equity research services. The RESEARCH ANALYST offers Buy / Sell / Hold recommendations and other investment opinions to clients in the form of research reports, analysis, and market commentary. The RESEARCH ANALYST is registered with the Securities and Exchange Board of India (SEBI) as a Research Analyst under the SEBI (Research Analyst) Regulations, 2014.
Other Business Activities: The Research Analyst may, subject to applicable laws and regulatory requirements, engage in other business activities such as education, referrals, consultancy, recommendations, and commission-based business relating to third-party products, whether regulated or unregulated, based on client demand.
In the case of a part-time Research Analyst, such activities may also include employment, provided they are conducted at arm’s length and without any conflict of interest with the Research Analyst activities carried out under SEBI research analyst regulations.
5. Conflict of Interest & Ownership Disclosure:
Neither the firm, its analysts, nor their relatives or associates:
(a) have a financial interest in the subject company at the time of publication. (b) Own 1% or more of the subject company’s equity securities. (c) Have any material conflict of interest with the subject company at the time of publication. (d) Have received any compensation (direct or indirect) from the subject company in the past 12 months.
(e) Have provided any investment banking, merchant banking, or brokerage services to the subject company. (f) Serve in any managerial, officer, or directorial capacity for the subject company. (g) Are involved in market-making activities for the subject company. (h) Have the subject company as a client in the last 12 months.
6. Compensation & Conflicts of Interest:
(a) Have not received any compensation from the subject company during the past twelve months. (b) Have not managed or co-managed any public offering of securities for the subject company in the past twelve months. (c) Have not received any compensation for investment banking, merchant banking, or brokerage services from the subject company in the past twelve months. (d) Have not received any compensation for products or services other than investment banking, merchant banking, or brokerage services from the subject company in the past twelve months. (e) Have not received any other benefits or incentives from the subject company or any third party in connection with this research report.
7. Employment & Operational Involvement:
(f) Have not served as an officer, director, or employee of the subject company at any point. (g) Are not engaged in any market-making activity for the subject company.
8. Client Relationship & Service Status:
(h) The subject company has not been a client of RESEARCH ANALYST during the twelve months prior to the publication of this report, and no services have been rendered to the subject company during this period.
9. Third-Party Research Quality and Cross-Review:
(i) RESEARCH ANALYST has a process in place to review third-party research reports, if used, to ensure that no untrue statements of material fact or misleading information are included.
10. Disciplinary History:
RESEARCH ANALYST, its partners, employees, and associates have no prior disciplinary action, regulatory penalties, or adverse rulings from SEBI or any other authority.
11. Key Disclosures and Risk Factors:
(a) All research reports and recommendations are provided solely for informational purposes and should not be construed as an offer or solicitation to buy, sell, hold, or subscribe to any securities or financial instruments. (b) RESEARCH ANALYST, along with its partners, employees, officers, and affiliates, expressly disclaims any liability for loss or damages arising from unintentional errors or omissions in any information or recommendations contained in the research reports. (c) Investment in capital markets is inherently subject to risks. Clients should assess their own risk tolerance carefully and consider consulting a qualified financial advisor prior to making investment decisions. (d) The research products of RESEARCH ANALYST are not tailored to individual investment objectives, financial situations, or specific needs. (e) Clients obtaining research recommendations should exercise independent judgment and act in accordance with their financial capacity and risk appetite, fully appreciating the risks involved in securities markets.
12. Risk Warnings:
(a) Investment in securities markets is subject to market risks. Read all related documents carefully before investing. (b) Market conditions may cause partial or permanent loss of capital or portfolio value. (c) The Securities Quoted Are for Illustration Only and Are Not Recommended. (d) Past performance is not indicative of future results. (e) “Registration granted by SEBI, Enlistment as RA with Exchange, and certification from National Institute of Securities Market (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.”
13. Open Position Risk:
Our research recommendations may remain open-ended, and in certain cases, no stop-loss or target levels may be defined. In such scenarios, your portfolio could be at risk of heavy losses caused by rapid market movements or unforeseen company-specific events. Investors can choose to exit their positions, accepting a loss of 10-15% in adverse market conditions. We cannot accommodate individual inquiries regarding entry and exit.
14. No Loss or Refund, and Assurance Guarantee:
(a) There is absolutely no scope for refunding losses incurred from acting on any research report or commentary. (b) While pro-rata refunds may be considered for subscriptions due to dissatisfaction, these are not tied to investment outcomes. We do not guarantee returns, promise assured profits, or engage in profit-sharing arrangements. We strictly prohibit any unethical practices or claim of quick financial gains. If you are contacted by anyone—including our employees, partners, managers, or associates—promising guaranteed profits, sharing profitable screenshots, or requesting money transfers to personal accounts, please report it immediately to our Compliance Team at: tradingideasadvisory@gmail.com. Please note: Sending money to anyone’s personal account without first informing our Compliance Team at: tradingideasadvisory@gmail.com is not allowed. We will not accept any liability or responsibility for financial losses that arise from dealing with such unauthorized persons. We will also not entertain any regulatory complaints related to such losses.
15. Social Media Disclaimer:
Any content shared via our social media handles is intended for educational purposes only and should not be interpreted as financial advice or recommendations.
a. Always consult a SEBI-registered investment adviser before making any financial decisions.
16 Use of AI and Algorithm tools in Research:
Our research process includes technical and fundamental analysis, occasionally supported by AI and algorithm-based tools for data which is re-verified by our research team.
While AI and algorithms enhance analytical capabilities:
(a) It may introduce data biases, system vulnerabilities, or errors in interpretation, which lead to losses. (b) AI and algorithm-generated insights carry a risk of misleading recommendations due to inaccurate or poor-quality input data. (c) Client data privacy and security remain a top priority and are handled in accordance with applicable laws and regulations. (d) Concerns include biased outputs, privacy violations, lack of transparency, data quality issues, complex models, technical problems, cybersecurity threats, API issues, data centre failed communications, and misleading results from poor data. (e) There is no guarantee of success or return when acting on AI-generated recommendations. (f) You bear the full risk of any investment decisions made based on such advice. (g) The provider is not liable for any losses or damages you may incur as a result of your actions taken as per AI recommendations.
17. Model Portfolio Disclaimer:
RESEARCH ANALYST may issue model portfolios in full compliance with SEBI regulations. These are not tailored to individual financial goals, and clients must independently assess risk-reward based on their profile.
RESEARCH ANALYST will ensure that such model portfolios:
(i) Any inclusion of securities or their weightage is based on research-driven methodology and is aligned with general market views and sectoral outlooks at the time of issuance. (ii) Are accompanied by a detailed rationale. (iii) Are continuously monitored and updated when necessary. (iv) Respect the boundaries between non-advisory research and personal portfolio management as mandated by SEBI guidelines.
18. Notice on Unregulated Products: US or Foreign Securities, Crypto, Forex & Third-Party Services:
a. Recommendations related to US or Foreign Securities; Crypto assets and Forex trading are outside SEBI's jurisdiction. b. Investors have no SEBI protection or dispute resolution for these products. c. High Risk Warning:
i. Significant potential for total capital loss due to market volatility and lack of regulation. ii. Increased risk of fraud and operational failure. iii. Investors should exercise caution based on their risk tolerance and financial situation while investing, as we are not liable for any losses or damages you may incur.
19. Business Activity and Disclosures:
RESEARCH ANALYST primarily focuses on Research Analyst activities, offering clients defined ratings for Buy, Sell, Hold, and other options.
Any additional activities (if any) do not pose a conflict of interest with the responsibilities of a Research Analyst.
20. Compliance and Transparency:
This disclosure is made to ensure transparency regarding potential outside business interests and affiliations of the Principal Officer. There is no conflict of interest between research activities and other activities.
21. Fee Payment & Investor Protection:
(a) All service fees must be paid only via our official website: http://www.tradingideasadvisory.com or verified bank/payment gateway channels/@valid UPI. (b) Centralized Fee Collection Mechanism (CeFCoM), if applicable (c) Payments made to any personal accounts or unauthorized third parties will not be acknowledged, and no liability will arise therefrom. (d) No third party or employee is authorized to offer return guarantees. Report any such activity to our Compliance Officer and SEBI immediately. (e) If you engage with such unauthorized persons, including our employees or associates, or accept return guarantees without officially informing the company, the company will not be liable for any resulting losses or liabilities. (f) Reporting such incidents both internally (Compliance Officer) and to the regulatory authority (SEBI) is a critical step to help stop potentially illegal investment schemes.
22. Contact Details:
Research Analyst Entity: TRADING IDEAS ADVISORY II SEBI RA Reg. No.: INH000030737 II Trade Name/Website: http://www.tradingideasadvisory.com
Registered Office: H No. 71, Phase 2, Opp. Medical College, Chhoti Baradari, JALANDHAR, PUNJAB, 144001
Compliance Officer: SURINDERJIT KHASRIA
a. Email: tradingideasadvisory@gmail.com b. Phone: +91 82644 33761
23. Regulatory Escalation (if unresolved within 7 days):
If you're dissatisfied with our response, raise complaints through:
a. SEBI SCORES: https://scores.sebi.gov.in/ b. SEBI ODR Portal: https://smartodr.in/
c. Toll-Free SEBI Helpline: 1800 22 7575 / 1800 266 7575
24. Investor Education & Downloads:
a. SEBI Investor Awareness Portal: https://investor.sebi.gov.in/
b. Saarthi App (Android): https://play.google.com/store/apps/details?id=com.sebi.invapp
c. Saarthi App (iOS): https://apps.apple.com/in/app/saa%E2%82%B9thi/id1589426387
25. SEBI again advises investors to exercise extreme caution:
(1) Verify registration of entities before investing at: https://www.sebi.gov.in/intermediaries.html
(2) Carry out transactions only through authentic trading apps of SEBI-registered intermediaries after verification at: https://investor.sebi.gov.in/Investor-support.html
(3) Use “Validated UPI Handles” (“@valid” UPI IDs of SEBI-registered investor-facing intermediaries) and the “SEBI Check” platform by visiting https://siportal.sebi.gov.in/intermediary/sebi-check or through the Saarthi app, for secure investor payments (refer Press Release No. 64/2025)
26. Cyber Crime Reporting Portal: https://cybercrime.gov.in/
27. Report online financial fraud at the National Cybercrime Helpline number 1930.
Disclosures related Distribution and Research Services:
As a Research Analyst we are also promoting brokers referral program where we get commission from your each an every trade ranging from 10-70%. Make sure if you are in our referral program, don’t purchase our research services at you and your family level. If the same purchase happens, please connect with our compliance team for further assistance. It is your responsibility to update us as brokers due to safety reason don’t provide the PAN details for check and track from our end. If you do this intentionally and purposefully for complaints, then such complaints can’t be entertained. Also, if you are under referral program or don’t generate brokerage or inactive then we will not count you as a distribution client.
Disclosures related Distribution and Research Services:
Dear Client,
We wish to inform you that, in addition to providing Research Analyst services, we may also participate in broker referral arrangements. Under such arrangements, we may receive a referral commission or consideration from the concerned broker, which may range from 10% to 70%, depending on the applicable terms of the arrangement and the client’s trading activity.
In accordance with the SEBI (Research Analysts) Regulations, 2014, and applicable SEBI circulars, there must be client-level segregation between research services and distribution services. Accordingly, a client who is enrolled under our broker referral programme shall not be eligible to avail of our paid research services at their own level or at the level of their immediate family members.
If any such client, or their family member, has purchased or intends to purchase our research services, they are requested to immediately inform our Compliance Team at [tradingideasadvisory@gmail.com / 82644 33761]. We will review the matter and take appropriate action in accordance with applicable regulatory requirements and our internal compliance policy.
Please note that brokers generally do not share clients’ PAN details with us for privacy and data-protection reasons. Therefore, it is the client’s responsibility to promptly disclose their participation in the referral programme, as well as any research-service subscription taken by them or their family members. This enables us to maintain proper segregation of clients and prevent any conflict of interest.
Where a client intentionally conceals such information, or where a conflict of interest arises due to non-disclosure, we may be unable to continue providing research services to that client and complaint related to this will be entertained. However, all genuine client grievances will continue to be handled through our grievance-redressal mechanism.
Further, for the purpose of client classification, a client enrolled under the broker referral programme, and does not generate active brokerage or remains inactive, may not be considered a distribution client.
Trading through our referral broker platform is entirely optional and is not a condition for subscribing to our paid research services. The referral arrangement is part of a broker- and exchange-led initiative through which certain benefits may be offered in connection with the promotion of broker products. It does not constitute a distribution business, nor does it create any obligation on subscribers to execute trades through the referred broker.
Regulatory Basis
1. SEBI requires Research Analysts to disclose and mitigate actual or potential conflicts of interest arising from the simultaneous provision of research and distribution services.
2. Regulation 26C of the SEBI (Research Analysts) Regulations provides for client-level segregation: the same client cannot receive both research services and distribution services for the same securities/products.
3. Distribution services, where permitted, must be provided through a separately identifiable department, division, business unit, or separate entity on an arm’s-length basis.
4. Research Analysts are required to disclose the terms and conditions of research services, including the Most Important Terms and Conditions (MITC), and client consent before providing research services, all are available at our website: http://www.tradingideasadvisory.com
Client Declaration
I/We confirm that I/we have read and understood the above disclosure regarding the separation of Distribution Services and Research Services. I/We undertake to promptly inform the Research Analyst’s Compliance Team if I/we, or any of my/our family members, participate in the broker referral programme or avail research services.
📌 Please review our complete set of client-awareness documents—including Stock Market & Third-Party Products Risks, Disclosures and Disclaimer, Standard Rationale, Investor Charter, MITC, Client Consent, Accessibility Audit, Annual Audit & ATR, Terms and Conditions, Complaint Table, Grievances, and more, please visit our website.
We strongly encourage all clients to review these documents thoroughly to avoid any future conflicts of interest or misunderstandings.:
🌐 Please visit Tradename/Website: http://www.tradingideasadvisory.com