01
Regulatory status
Shefali Kapoor is not registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013, nor as a Research Analyst under the SEBI (Research Analysts) Regulations, 2014, nor as a stock broker, sub-broker, portfolio manager or in any other regulated capacity.
Nothing offered through this website or through any program, session, message or conversation constitutes investment advice or research within the meaning of those regulations. No person here is authorised to advise you on the purchase or sale of any security.
For the lawyer: confirm this framing holds if any program content moves toward specific securities or if a subscription or advisory element is ever added. The distinction being relied on is education and behavioural coaching versus personalised securities advice.
02
What is offered here
Educational instruction and one-to-one coaching in two areas: the fundamentals of markets and technical analysis, and the behavioural discipline involved in acting on one's own trading decisions.
The subject matter is skill and process. Sessions concern how a participant analyses, plans, sizes and reviews their own trading, and the behavioural patterns that appear in their own trading records. It is instruction in method, delivered generally and in relation to the participant's past conduct.
03
What is not offered
None of the following is provided, at any price, in any format, whether during a paid session or informally:
- Recommendations to buy, sell or hold any security, derivative, commodity or currency
- Buy or sell calls, entry levels, targets or stop levels for any specific instrument
- Tips, signals, alerts or model portfolios
- Portfolio management, or the handling of any participant's funds or securities
- Any assessment of whether a particular investment is suitable for a participant's financial circumstances
- Tax, legal or accounting advice
Where a security is referred to during teaching, it is used as an illustration of a method and must not be read as a view on that security.
04
Risk of loss
Trading and investing in securities and derivatives carries a substantial risk of loss and is not suitable for every person. You may lose some or all of the capital you commit, and in leveraged instruments you may lose more than you commit.
Past performance of any market, method, strategy or person is not indicative of future results. No method taught here removes risk, reduces the probability of loss on any given trade, or makes any outcome more likely.
You alone are responsible for every trading and investment decision you make, for the capital you place at risk, and for the consequences of both. You are strongly encouraged to consult a SEBI-registered investment adviser regarding your own financial circumstances before acting in the markets.
05
No promise of results
No representation, warranty or assurance is made that participation in any program will make you profitable, prevent losses, improve your results, or produce any financial outcome whatsoever.
Any testimonial, review or account of another participant's experience published on this website describes that individual's own experience only. It is not a guarantee, projection or representation that any other person will obtain a similar result, and results are not typical or expected.
For the lawyer: if testimonials will ever mention profit, gains or account growth, this clause needs strengthening and each testimonial likely needs its own disclosure. Current recommendation is that testimonials avoid financial outcomes entirely and speak only to process and behaviour.
06
About the certification
The Certified Research Technical Analyst designation referred to on this site is a professional certification in technical analysis. It attests to knowledge of a body of analytical method. It is not a licence, registration or authorisation to provide investment advice in India, and it does not substitute for SEBI registration.
For the lawyer: confirm exact designation wording and the awarding body's own permitted-use rules before publication. Certification bodies commonly restrict how their marks may be described in marketing.
07
Coaching is not therapy or medical care
The trading psychology program is behavioural coaching directed at conduct around trading decisions. It is not psychotherapy, counselling, psychiatric treatment or any form of mental health care, and it is not delivered by a licensed mental health professional.
It is not a substitute for professional help and must not be relied on as such. If you are experiencing distress, or if matters arise that call for qualified support, you should consult a licensed mental health professional. Where such matters surface in a session, you will be told plainly that they fall outside the scope of this work.
08
Website content and third parties
Content on this website, including articles, is general in nature and provided for information only. It is not tailored to any individual's circumstances. While reasonable care is taken, no warranty is given as to the accuracy, completeness or currency of any content, and it may become out of date without notice.
Any links to third-party websites are provided for convenience. No responsibility is accepted for their content, accuracy, availability or practices, and a link does not constitute endorsement.
All content on this website is owned by Shefali Kapoor or licensed to her and may not be copied, reproduced, redistributed or used to create derivative works without written permission. Session recordings supplied to participants are for that participant's personal use only and may not be shared, resold or published.
09
Limitation of liability
To the fullest extent permitted by law, no liability is accepted for any trading loss, investment loss, loss of profit, loss of opportunity, or any indirect or consequential loss arising from the use of this website, from participation in any program, or from any decision taken in reliance on anything provided here.
Nothing in this disclaimer excludes or limits any liability that cannot lawfully be excluded or limited under Indian law, including liability for fraud.
For the lawyer: a liability cap tied to fees paid is usually added here. Recommend deciding whether the cap is the fee for the specific program or total fees paid in the preceding twelve months, and mirroring the same figure in the Terms.