Demat Handling Application Form

Please read every point before submitting the application. These conditions are a summary; final service eligibility and obligations remain subject to a separate written agreement.

1. Market risk: Trading and investment activities are subject to market risk. No profit, fixed return, capital protection or loss-free outcome is guaranteed.
2. Daily operating limit: Under an applicable TradesWithSaagar/TWS service plan, profit booking may be operationally capped at up to 15% in a trading day. This is only a maximum operating ceiling and must not be treated as an assured, expected or typical daily return.
3. Trade frequency: A maximum of three trades per trading day may ordinarily be considered, subject to market opportunity, risk conditions and the selected service. TWS is not required to place three trades every day.
4. Drawdown and loss: The client understands that drawdowns, losing trades, slippage and gap movements can occur. The capital deployed should be risk capital and should not be required for immediate personal or emergency use.
5. Client interference: Where coordinated execution is part of the agreed process, the client must not independently modify, average, hedge, close or exit an active position without prior communication. Independent action may materially change the outcome and may affect support eligibility.
6. Conditional loss support: Any loss-support provision applies only to eligible Portfolio Management, Wealth Management, Compounding Strategy or Demat Handling clients and only where it is expressly included in a separately signed written agreement.
7. Eligibility threshold: A qualifying loss must exceed 25% of the applicable deployed capital. Any approved support may be capped at 50% of the eligible loss and remains subject to verification, written conditions and compliance with the agreed process.
8. No insurance or guarantee: Loss support is not insurance, a guaranteed reimbursement or an unconditional promise. It may be unavailable where the client voluntarily exits, interferes with positions, independently changes the strategy, withholds relevant information or breaches written terms.
9. Credential safety: TWS will never request an OTP, TPIN, MPIN, CVV, card PIN, banking password or broker password through this application form.
10. Application review: Submission does not automatically create a service relationship. The application remains subject to review, eligibility, suitability, verification, fee confirmation and separate written acceptance.