Billing & Refund Policy


  1. Billing Policy


    Retail – (Individuals , NRIs & HUFs)

    1. A single Annual duration subscription plan is available at INR 1.5 lakh per annum plus 18% GST, charged upfront.
    2. All subscription fees are payable in advance and grant access to model portfolio for the subscribed period.
    3. All subscriptions operate on an anniversary-date billing cycle. Example: If a subscription starts on the 10th, billing recurs on the 10th of each billing period.
    4. Minimum billing period is 1 year. The basic unit of pricing is one month of access.
    5. All billing and refunds are calculated in full-month units only. Any started month is considered consumed and is not refundable. No per-day or date-based proration is applied.
    6. The above mentioned fees only apply to Resident Indian Individuals, Non-Resident Indian (NRI) Individuals and Hindu Undivided Family (HUF) clients.
    7. The RA may terminate access in cases of breach, misuse, or regulatory non-compliance.
    8. All cancellation, refund requests are subject to our Refund Policy .


    Non – Individuals - (Family Offices, DII, FII etc)

    1. The fees applicable in case of non-individual clients, accredited investors and SEBI/AMFI Registered Intermediary (Both Individuals or Non-Individuals) shall be governed through bilaterally negotiated contractual terms.


  2. To apply for a refund, the client must submit an email request

    Name :
    Aadhaar Number:
    PAN Number:
    Mobile Number:
    Subscribed Product(s):
    Start Date of Subscription:
    End Date of Subscription:
    Reason for a Refund:

    Please send an email with above information to support@re2p.com

  3. The RA shall issue a refund under the following conditions:

    • Upon SEBI’s suspension or cancellation of RA registration.
    • In cases where mandatory KYC verification fails due to technical issues.
    • For duplicate payments received for the same portfolio.
    • If the client is identified on the SEBI debarred list.
    • Where client services cannot continue under provisions of PMLA.
    • For exceptional or miscellaneous issues deemed valid by the RA.
    • When a client’s subscribed plan is active, and services are discontinued, refund will be provided pro-rata for the remaining period.
    • RA shall issue a refund (on a pro-rata basis for unused service period, where applicable)


  4. Refunds Will Not Be Applicable in the Following Scenarios (as per SEBI RA Regulations & MITC):

    • Where the client’s expectation is beyond the scope of RA services, such as:
      1. Requesting new trades/stock ideas at fixed time intervals (hourly/daily/weekly/monthly).
      2. Expecting guaranteed or assured returns.
      3. Seeking advisory on their existing personal portfolio (outside the subscribed RA product).
      4. Seeking advice on IPOs or other products not covered under the RA registration.
      5. Being dissatisfied with the stock selection within the recommended model portfolio.
    • Where the client raises refund requests on grounds unrelated to deficiency of RA services, such as dissatisfaction with market performance or personal investment expectations.
    • Any request that is inconsistent with the scope of services permitted under SEBI (Research Analyst) Regulations, 2014 and the Most Important Terms and Conditions (MITC) issued by SEBI.