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Upstox

1. These offers are valid for new users only.
2. The offer validity is from 1st January- 29th February, 2020.
3. Customers need to comply with SEBI regulations and provide all required details, documents, and KYC details to open an account successfully.
4. In case your KYC documents are incomplete/incorrect, Upstox holds the rights to decline your account opening. You are however free to resubmit the documents and retry. The offer will still remain valid for you.
5. Investment in securities market are subject to market risk. Please read all the related documents carefully before investing.
6. Upstox reserves the right to discontinue this offer without prior notice.

Tavaga

1. This is a limited period offer and only stands valid till the time of the promotion in which it is being used.
2. Tavaga Advisory Services Private Limited and/or Tavaga reserve the absolute right to withdraw and/or alter any of the terms and conditions of the Offer at any time without prior notice.
3. Any disputes arising out of and in connection with this Offer shall be subject to the exclusive jurisdiction of the courts of Mumbai only.

Advisorymandi

1. ‘Advisorymandi 2-month Free Subscription Plan’ Eligibility: The offer is valid for eligible Upstox users only. To opt for this offer, you have to open a free Demat account with Upstox.
2. Offer Details: Users can enjoy a 2-month free Advisorymandi subscription gift worth
3. Rs. 12,498/-. The offer is available for new customers and existing customers both.
4. Offer Activation: You can claim this offer while clicking on the given link
5. The benefit of 2-month free Advisorymandi Subscription Plan is non-transferable. No exchange or redemption in any form will be allowed.
6. These terms and conditions shall constitute an agreement between Upstox and eligible user. By opting in, the user accepts all mentioned above.

1. Please note, your 'Refer and Earn' reward will be as per the offer that was active when your invited friend successfully completed their mobile number & email verification via OTP, for an Upstox account.
2. The offer is valid from 20th February 2025 till it lasts.
3. Referrer will be eligible for rewards only if their referred friend downloads the Upstox app using their unique link and hasn’t previously downloaded it through any other link over the last 90 days
4. For the referrer to be eligible for the referral reward the referee needs to successfully open their Upstox account within 7 days of signing up (signing up means successfully completing their mobile number & email verification via OTP).
5. You will only get your referral reward once your referred friend signs up on Upstox by submitting their mobile number and verifying their email address with an OTP and after they successfully open their account (within 7 days of signing up with the link)
6. Once your referral successfully opens an Upstox account, the referral reward will be credited to your account by the 1st or the 16th of that month whichever is closer. In case the 1st or 16th is a weekend or a bank holiday, the reward will be credited by the next working day.
7. To withdraw your referral rewards, you need to be an active Upstox user who has placed at least one trade in the last 365 days.
8. The referral reward will be credited to the primary bank account linked with your Upstox account within 3 working days of you placing a withdrawal request.
9. Referral rewards will only be valid for the first 5 successful referrals per month. Thereafter, there shall be no further rewards for any friends you refer in that month. (Successful referrals mean that the referred person successfully opens their Upstox account.)
10. The referrer will receive the referral reward once the referee account is activated. (i.e. Demat and Trading account is opened after complete document & application verification in lines with the SEBI / Exchange regulations and internal policies and procedures of the company)
11. The company reserve the right to withdraw the offer as per its discretion.
12. This offer cannot be combined with any other offer.
13. Any dispute arising out of referral schemes shall not be covered under grievance mechanism of Exchange.
14. You agree that the following activities are expressly prohibited and engaging in any of these will lead to initiation of legal and criminal action against you and also result in immediate termination and disqualification from the Referral Program, forfeiture of existing referral invitations and accrued, but not yet received, referral rewards:
    • Spam, bulk distribution of invitations, distribution to strangers or any other promotion of Upstox Referral offer through invitations that would constitute or appear to constitute unsolicited commercial e-mail, sms, publishing any article or content about upstox products, services etc.
    • Advertisement* of any kind in any form on any medium print,audio visual form, web etc including social media (facebook, twitter, whatsapp, instagram, youtube etc) , or spam under any applicable law or regulation.
    • Fraud, attempted fraud or abuse of the Upstox Referral offer or these Terms & Conditions.
    • Selling, trading, bartering or providing anything of value to your Invitee beyond the referral invitation or otherwise using Your Program invitations or Rewards for promotional purposes.
    • Organising competition, contests online, posting content about upstox etc.
    • Any act or omission resulting in damage to upstox in any form whatsoever in nature.
15. Advertisement includes all forms of communications like any information about upstox products, services etc, form of document, pamphlets, circulars, brochures, notice or any research reports or any other literature or information, material published, or designed for use in a newspaper, magazine, SMS or other periodical, radio, television, telephone or tape recording, video tape display, signs or billboards, motion pictures, telephone directories (other than routine listings) or other public media including any generally accessible websites or emails, whether in print or audio visual form or used in workshop/seminar or public speaking or in any other manner. This also includes social Media including but not limited to Facebook, Twitter, Instagram, YouTube, WhatsApp, etc.