William O‘Neil India Investment Adviser division, is one of the divisions of William O’Neil India Private Limited, which is a company incorporated under the Companies Act 1956.
William O‘Neil India Investment Adviser division is a registered investment advisor with the Securities and Exchange Board of India and through its online products intends to provide quality equity research material and information to its customers. The investments discussed or recommended through our online products 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 decisions. Data provided through our online products is for information purposes only and should not be construed as an offer or solicitation of an offer to buy or sell any securities. Information and discussions made available through our online products 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. William O‘Neil India Investment Adviser division or its employees / directors or any of its affiliates 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 never guarantees future results. 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 our online products is to be consumed only by the intended recipient and must not be redistributed any further. Performance results do not represent actual trading and may not reflect the impact that material, economic, and market factors might have had on the investment-making process if actually managing client money. There is substantial speculative risk in most stocks.
William O‘Neil India’s role for the current context, is limited to a referrer where William O‘Neil India will introduce clients through a link hosted on the William O‘Neil India websites leading to Vested Finance Inc., a US based SEC registered Investment adviser. Clients will be directly sharing their details by submitting the prescribed documents directly to Vested Finance Inc. on their portal. Once clients have been referred in such manner, they are solely responsible for any and all orders placed by them and understand that such orders are unsolicited, based on their own investment decisions.
William O‘Neil India or any of its employees, agents, principals, or representatives are not an officers, directors or other employees of Vested Finance Inc., and do not provide recommendations for any security, transaction or order, provide any investment advice, produce or provide any research to any user regarding any security transaction or order, handle funds or related securities or effect clearance or settlement of users trades or transactions done through the Vested Finance Inc. portal. All processes including KYC will be executed by Vested Finance Inc. directly with client and William O‘Neil India shall not incur any personal financial liability.
As a referral agent William O‘Neil India earns a fee from Vested Finance Inc. upon successful business conversion of the referred customers. No person or organization solicited by the Solicitor/referrer on behalf of the Adviser who subsequently becomes a client of the Adviser will be charged for the solicitation activities of the Solicitor/referrer. All referral fees paid to the Solicitor/referrer represent a portion of the fees actually charged by the Adviser for investment advisory services on behalf of the client. Because the fees are negotiated directly with the Solicitor/referrer, fees paid by you will be higher [or lower] than the amount of fees the Adviser would customarily charge to other new clients with similar assets and who were not referred to the Adviser by the Solicitor/referrer.