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Securities and Exchange Board of India and through its online product, MarketSmith India intends to provide
quality equity research material and information to its customers.MarketSmith India is a data analytical tool
and therefore William O'Neil India only provides data and statistical information related to your queries
of stock/equity holdings. MarketSmith India and / or William O'Neil India neither manages funds/money of
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as well as rise as per the market situation. Investment in equities are subject to market risks and despite
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The information contained and provided on MarketSmith India is of a general nature and it is not our
intention to provide any professional advice, solicitation or offer to sell, recommend or purchase securities
to Members and/or Viewers of MarketSmith India. All information, statements, opinions, statistics, services
and materials contained, provided and posted on MarketSmith India are contained, provided and posted on an
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statements, opinions and materials contained on MarketSmith India are for private use only and not intended
for use in any commercial activity or purpose. Equity investments are risky in nature, where substantial
portion of investments may get eroded, including loss of capital.Investments in securities market are subject
to market risks and investors should read all the related documents carefully before investing. Hence, same
should be made within the risk tolerance and financial capacity of the member. Derivative (Future & Option)
instruments are very high risk instrument in nature, where losses are not only restricted to the
capital/margin and may exceed much beyond the capital/margin amount.Derivatives are sophisticated investment
products. Therefore, you are requested to take into consideration all the risk factors before actually trading
in derivative contracts. Hence, trades must be entered into and executed within the risk tolerance and
financial capacity of the member. William O'Neil India advises to refrain from this type of trading and
even if they do so, the same is at high risk, cost and consequences of the members. It is also advised not to
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MarketSmith India Auto-Renewing Subscriptions:
All subscriptions entitle you to the MarketSmith India premium stock research and advisory services for
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Payment will be charged to iTunes Account at confirmation of purchase
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Account will be charged for renewal within 24-hours prior to the end of the current period, and identify
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Any unused portion of a free trial period, if offered, will be forfeited when the user purchases a
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O'Neil India are not responsible for the content, accuracy or opinions express in such websites, and such
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decide to leave MarketSmith India and access these third-party websites, you do so at your own risk.
28. Information, Media Clippings and Press Releases: MarketSmith India contains information, media
clippings and press releases about William O'Neil India, our organization and employees. While this
information was believed to be accurate as of the date prepared, William O'Neil India disclaims any duty
or obligation to update this information, media clippings or any press releases. Information about companies
other than ours contained in the media clippings, press release or otherwise, should not be relied upon as
being provided or endorsed by us.
29. Terms of Service: Subscription charges subject to change without notice. Subscription charges
provide Members access to premium services of MarketSmith India while other items can be viewed for free. The
price in effect when William O'Neil India receives your order will be the price that is charged for
subscription. Upgrade offers and special promotions are subject to change. William O'Neil India are not
responsible for typographic errors. William O'Neil India does not accept payment in cash. Additionally,
there is no money back policy in case you do not find MarketSmith India useful or are dissatisfied with our
service. William O'Neil India strictly follows a no-refund policy. Once an order is placed and processed,
it cannot be cancelled. All orders are final and any dispute or cancellation will be resolved at our sole
discretion. William O'Neil India also reserves our right to disallow anyone from becoming a member on
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of hourly, daily or monthly limit for the number of queries a user may post. Change to the username, once
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returns based on our recommendations. You act solely based on your individual risk-bearing ability and your
perception of the equities market.
30. Governing Law and Jurisdiction: You agree that this Agreement and any dispute relating to it or
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treated as though it were executed and performed in Bengaluru, India. Any cause of action by you with respect
to MarketSmith India (and/or any information or services related thereto) must be addressed to the MarketSmith
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same shall be deemed to have been waived and barred. All actions shall be subject to the limitations set forth
in Points 8 and 10 above. The language in this Agreement shall be interpreted as to its fair meaning and not
strictly for or against either party. All legal proceedings arising out of or in connection with this
Agreement shall be subject to the jurisdiction of Courts in Bengaluru only. You expressly submit to the
exclusive jurisdiction of said courts. Should any part of this Agreement be held invalid or unenforceable,
that portion shall be construed consistent with applicable law and the remaining portions shall remain in full
force and effect. To the extent that anything in or associated with MarketSmith India is in conflict or
inconsistent with this Agreement, this Agreement shall take precedence. Our failure to enforce any provision
of this Agreement shall not be deemed a waiver of such provision nor of the right to enforce such provision.
31. Severability: Should any part of this Agreement be held invalid or unenforceable, that portion
shall be construed inconsistent with applicable law and the remaining portions shall remain in full force and
effect. To the extent, that anything in or associated with MarketSmith India is in conflict or inconsistent
with this Agreement, this Agreement shall take precedence.
32. Waiver: Our failure to enforce any provision of this Agreement shall not be deemed a waiver of
such provision nor of the right to enforce such provision.
33. Miscellaneous: William O'Neil India reserves the right to add, alter, modify, withdraw ,
replace, wholly or in part, any of the contents and/or columns and/or sections by any other contents and/or
columns and/or sections, whether similar or not, or withdraw it altogether without any prior notice. In case
of dispute with any party, our decision will be binding and final.
34. Risk Profiling Disclaimer: Please note that the products we would be generally providing advice
predominantly belong to equity markets. Objective of investment into such product would invariably make you an
aggressive investor as the potential of decline in capital invested is fairly high. You agree that the advice
provided is only in the form of recommendations on the potential investment opportunities and we are not
responsible for any losses that may be caused on the investment decisions taken based on our recommendations.
We would recommend you to segregate your capital and investments into multiple products (time deposits,
corporate bonds and equity). Investment of entire capital into equity stocks is absolutely not recommended.
You would not bring any claim to the Company, Group entities, or any officers, employees or our agents in
respect of any or all losses, direct or indirect damages, claims, proceedings, cost and expenses suffered by
you or any one for the decisions undertaken based on our recommendations. Where your risk profile does not
match with the risk rating applicable to a particular investment product we have recommended on our website,
you are recommended to independently evaluate whether to make an investment or not. We would not be
responsible for any losses that are caused on account of investment decisions taken by you which do not match
your risk profile. If you skip the questionnaire and do not provide responses to the questions, the same would
significantly impact your risk profile. It is therefore suggested that you provide answers to all the
questions so that you could ascertain the risk profile appropriately. In case you skip the questionnaire, we
will categorise you as an Aggressive investor. We would strictly recommend you to independently evaluate the
recommendations before deciding to invest in the same. Investments are subject to market risks and we cannot
35. Special Offers:
All offers are subject to change at the discretion of the management.
Where a closing date has been set, no extension to this will be given.
Where no closing date has been set this offer will cease at the discretion of management.
All offers via a third party (www.5paisa.com) may include t&c as stipulated by the third party.
Customer can opt for only offer at a time and in no point in time club multiple offers together.
Where a monetary value is attributable to an offer and not fully redeemed then no cash refund /
alternations to the offer will be made.
Your use of any offer indicates your agreement to be bound by our terms and conditions.
No offer may be combined with any other.
This offer is not transferable.
Offers might be specific to annual, quarterly, monthly or paid trial subscriptions. Some offers might
mandatorily require a promo code and some cannot be used with promo codes. Offers might also be specific to
android, iOS, desktop or mobile platforms. The offer page need be referred to for detailed specifications
regarding the offer always.
To avail these offers you have to first register with MarketSmith India.
36. Duration of Subscription Plans: All users will be entitled to 30 calendar days of subscription
under the Monthly plan, 90 calendar days under the Quarterly plan and 365 calendar days under the Annual plan.
These are our standard plans and their duration could differ for our Special Offers. MarketSmith India
reserves the right to change the duration of the plans without any notice.
37. PortfolioSmith Disclaimers and Disclosures:
William O'Neil India Private Limited is a registered investment advisor with the Securities and Exchange
Board of India (SEBI) and provide the services of portfolio analysis through online product, PortfolioSmith.
ALTHOUGH, we are registered as “Investment Advisor”, neither we manage funds/money of the
investors nor we are an execution platform for the Investors through PorfolioSmith.
PortfolioSmith will algorithmically evaluate and give a quick analysis of your portfolio and each stock in
it and recommendations based on CAN SLIM® Methodology. You can evaluate your current portfolio to make sure
you are on the path to maximize the wealth creation. PortfolioSmith makes it easy to diagnose your stock
ideas and see if they earn a pass, neutral or fail score for the Ratings and other critical technical and
PortfolioSmith is a data analytical tool and therefore William O'Neil India only provides data and
statistical information related to your queries of stock/equity holdings. PortfolioSmith is purely based on
the Artificial Intelligence (AI) engine and there is no manual bias or human intervention is involved in
terms of any output that the product throws out. Neither we nor our employees / directors or any of its
affiliates/associates, officers, directors, and employees are not responsible for result appeared on the
We do not guarantee the accuracy of the information available through the Service and you agree not to
rely on any information or other content available through the Service without making your own independent
investigation and exercising you own business judgments. Neither William O'Neil India nor any of its data or
content providers shall be liable for any errors or delays in the information or other content available
through the Service, or for any action taken in reliance thereon.
No offer on our part with respect to the sale or purchase of any securities is intended or implied, and
nothing contained herein is to be construed as a recommendation to buy or sell any securities or adopt any
hedging, trading or investment strategy, nor does it constitute any prediction of likely future moments in
rates or prices or any representation that any such future moments will not exceed those shown in any
illustration. It is possible that at this date or some subsequent date the officers, directors and/or
shareholders of William O'Neil India and its affiliates own securities, or buy or sell securities mentioned
in the Service is publication or those not so mentioned. Past performance of a security does not guarantee
future results or success.
We have done our best to ensure that the information provided is accurate and provide valuable
information. Regardless of anything to the contrary, nothing available on or through this product should be
understood as a recommendation or solicitation that you should not consult with your financial advisor to
address your particular information.
Nothing here in constitutes investment, legal, accounting and tax advice or a representation that any
investment or strategy is suitable or appropriate to the recipient's specific circumstances. The commodities
and strategies discussed and opinions expressed, if any, in this report may not be suitable for all
investors, who must make their own investment decisions, based on their own investment objectives, financial
positions and needs of specific recipient. We do not take responsibility of your investment based on our
report and you must consult your financial advisor before acting upon the report generated by Portfolio
smith. Our report only exhibits or expresses the perspectives on the basis of the information available with
us and you should be considering the other alternative data points with your financial advisor before
contemplating any decisions to be carried out, in relation to the same.
The investments discussed or recommended through PortfolioSmith may not be suitable for all investors and
hence, you must rely on your own examination and judgement of the stock and company before making investment
We do not provide any promise or assurance of favourable view for a particular industry or sector or
business group in your portfolio in any manner. You are requested to take into consideration all the risk
factors including your financial condition, suitability to risk return profile. Investment based on
information available with PortfolioSmith India shall solely be your responsibility and you should consult
your financial advisor before investing. Information and discussions made available through PortfolioSmith
India contain forward looking statements that involve risks, uncertainties and assumptions that could cause
actual results to differ materially from those contemplated by the relevant forward-looking statement.
You are solely responsible for your investment decisions and are responsible to validate all the
information used to make the investment decision. Your investment decision is based on personal investment
needs and own investment objectives, judgment, risk profile, financial position, risk tolerance, and
William O'Neil India Investment Adviser division or its employees / directors or any of its
affiliates/associates, officers, directors, and employees are not responsible for any losses that may arise
to any person who has made investments based on the contents of this document. Past performance should not
be construed as a guarantee for future returns and no representation or warranty, express or implied, is
made regarding future performance. Investments in equity and equity related securities involve a high degree
of risks and the user should be clearly aware that prices of securities as well as the income derived from
these securities can fall as well as rise as per the market situation.
Investment in equities are subject to market risks and despite the best efforts to provide market leading
research, William O'Neil India would like to exhort its users to acknowledge and fully understand the risks
involved which might include but not limited to loss of both principal and income. Data and content provided
through this website is to be consumed only by the intended recipient and must not be redistributed any
All information, statements, opinions, statistics, services and materials contained, provided and posted
herein are contained, provided and posted on an "as-is," "as available," basis and all warranties, express
or implied, are disclaimed.
You must exercise due caution and must verify any and all information sought to be relied upon and/or seek
independent professional advice before entering into any commercial or business relationship or transaction
with any person or entity, and /or any other party or make any investment or enter into any financial
obligation based solely on any information, statement or opinion which is contained, provided, posted or
expressed here. In particular, but not as a limitation thereof, William O'Neil India and our affiliated
parties are not liable for any indirect, special, incidental or consequential damages (including damages for
loss of business, loss of profits, litigation, or the like), whether based on breach of contract, breach of
warranty, tort (including negligence) or otherwise, even if advised of the possibility of such damages.
We have neither been suspended or debarred from doing business by any Stock Exchange / SEBI or any other
authorities; nor has our certificate of registration been cancelled by SEBI at any point of time.
CAN SLIM® is a registered trademark of O'Neil Capital Management Inc. All rights are reserved.