1. By subscribing, you agree to receive Texts and mail from Carlos and Company regarding service details, Invoices, payment reminders, recommendations, market updates, newsletters, reports and current offers. We may send you information mails or SMS, if you provide your contact details on https://carlosandcompany.com/contact/. You also agree that if you want to discontinue the Recommendations or Newsletters, you would give a written intimation to Carlos and Company for the same by mailing at team@carlosandcompany.com

2. By accepting the terms and conditions you undertake to submit a proof of your national identification as a part of our KYC documentation protocol and furnish correct information in the risk profiling and need analysis questionnaire conducted by the company representative for us to understand your investment needs and portfolio better and provide services well customized for your profile. The service commencement shall be done only on receiving the national identification from your end maximum within 3 days of receiving the service contract.

3. The Sales once done are final. There would be absolutely no refunds or cancellation of the services once subscribed. In case of some issues, we provide the facility to the subscriber to hold the services and start again once comfortable. By subscribing our paid services, you acknowledge that you have read and agree to our No Refund and No Cancellation Policy.

The recommendations made while submitting your KYC form do not constitute an offer to sell or a solicitation to buy any as any of the mentioned. No representations can be made that the recommendations contained herein will be profitable or that they will not result in losses. Readers using the information contained herein are solely responsible for their actions. Information is obtained from sources deemed to be reliable but is not guaranteed as to accuracy and completeness. The recommendations are subjected to market fluctuations here intellectual discretion is advised at the time of investment as per risk appetite of the subscriber. For any queries please feel free to write us on team@carlosandcompany.com

 By visiting our website you have expressed consent to be bound by the terms and conditions of services of Carlos and Company. We may change / update/ revoke/ modify or add new parameters to these terms and conditions at any time without any prior notice as per the need time analysis done by the company’s research committee and/or change in service guidelines by the governing or law enforcement bodies. If you choose to continue the usage of Carlos and Company, it means that you accept any new or modified terms and conditions that we come up with. Please re-visit the `Terms and Conditions’ link on our website periodically to stay updated on any changes introduced. ‘Carlos and Company’ is used through this entire Terms and Conditions document to refer to the website, its owners, and the employees and associates of the owner


By registering with us in the form of inquiry or subscription you certify and undertake that all the information you provide is correct, verifiable, and consistent. Carlos and Company reserves the right, in its sole discretion, to deny your access to the website or its portion without any prior notice with immediate effects if –

  • If found indulged in any unauthorized access or usage of the website by you.
  • In case of transfer or attempt to transfer any rights so granted to you under the user agreement.
  • If found indulged in violation of any Terms and Conditions of the User Agreement.
  • If found indulged in forging the ownership of rights/access/resources or misinterpreting or misappropriation of the community guidelines and cybersecurity norms against the company and other users.

By agreeing to below mentioned checkboxes, you authorize Carlos and Company to share important announcements or information, notifications, discounts and offers, marketing e-mails, alerts, newsletters, educational resources, and other promotional campaigns to you on WhatsApp or Text from time to time for better service experience.

  • I agree to get periodic SMS alerts/WhatsApp alerts
  • I agree to get periodic newsletters.


Carlos and Company hereby grant you a limited, non-exclusive, non-assignable, and non-transferable license to access Carlos and Company provided and expressly conditioned upon your agreement that all such access and use shall be governed by all of the terms and conditions set forth in this USER AGREEMENT.


Carlos and Company as an institution and a web designed and informatory resource system for both the clients and associates is the valuable and exclusive proprietary and property of Carlos and Company. None of the things in this agreement is to be interpreted as transferable or assignable in terms of ownership rights to you or any other individual or entity. All the information and resources available

All information on Carlos and Company is the proprietary and confidential property of Carlos and Company and cannot be reused or rebroadcasted in its original or distorted form through any other sources except the authorized representatives of Carlos and Company for client support and marketing purposes.

You agree not to resell, redistribute, broadcast, or transfer the information or use the information in a searchable, machine-readable database unless separately and specifically authorized in writing by Carlos and Company prior to such use. 

You may not rent, lease, sublicense, distribute, transfer, copy, reproduce, publicly display, publish, adapt, store, or time-share Carlos and Company any part thereof, or any of the information received or accessed from to or through any other person or entity unless separately and specifically authorized in writing by Carlos and Company prior to such use. In addition, you may not remove, alter or obscure any copyright, legal or proprietary notices in or on any portions of Carlos and Company without prior written authorization except as set forth herein, any other use of the information contained in this site requires the prior written consent of Carlos and Company and may require a separate fee.


Neither Carlos and Company shall be liable for any loss or liability resulting, directly or indirectly, from delays or interruptions due to electronic or mechanical equipment failures, telephone interconnects problems, defects, weather, strikes, walkouts, fire, acts of God, riots, armed conflicts, acts of war, or other like causes. Carlos and Company shall have no responsibility to provide you access to Carlos and Company while interruption of Carlos and Company is due to any such cause shall continue.


You have full consent in your consciousness that the use of the website is at your sole risk. The Contents, Resources, Products, Features, and Services broadcasted/published on this website may have inaccuracies or errors, periodic updates or alterations are made in the contents to make it more accurate and resourceful by the owners of Carlos and Company. which can be done anytime, without prior notice as per requirement. This website may be temporarily unavailable from time to time due to required maintenance, or technical disruptions. Carlos and Company shall not be liable to user or member or any third party should Carlos and Company exercise its right to modify or discontinue any or all of the contents, information, software, products, features, and services published on this website.

Carlos and Company and/or its respective associated entities make no representations about the suitability of the contents, information, software, products, features, and services contained on this website for any purpose. We do not endorse any warranty, guarantee, or any condition with regard to these contents, information, software, products, features, and services, including all implied warranties and conditions of merchantability, fitness for a particular purpose, title, non-infringement, and availability. In no event shall Carlos and Company and/or its associated entities be liable for any direct, indirect, punitive, incidental, special, or consequential damages arising out of or in any way connected with the use of this website or with the delay or inability to use this website or its resources, or otherwise arising out of the use of this website, whether based on contract, tort, strict liability or otherwise, even if Carlos and Company.com or any of its associated entities have been advised of the possibility of damages.


Carlos and Company strictly follow Trading Principle and Stop Loss Policy wherein Customer by default agree not to trade without the pre-defined stop loss as per recommendations of paid services. If you trade against the stop-loss policy, you shall hold the sole responsibility for the loss or consequences that occur due to the same & Carlos and Company shall have zero liability towards it. Any of the prospects registering for the free trials are recommended to just paper trade, as without profile risk analysis, the vitality of services sought by the client may be variable, hence the company shall hold no responsibility for the losses incurred due to trading on free trial recommendations.

We further advise that do not trade on recommendations of employees outside the course of employment in case, if you will do so, the liability will be your own, and Carlos and Company shall not be accountable for any loss.


  1. We do not cancel or refund the subscription fee once the service starts.
  2. We strongly recommend that before payment, our visitors:
    Read all information about our products, services, and support given to our clients.
    Read all About Us and our technical team.
    Read the Help and Frequently Asked Questions (FAQ) sections.
    Read our Terms of Use. Read our Privacy Policy.

    Do not allow children or other unauthorized family members or friends to access your credit cards or your account at the payment site to ensure that no one pays for a Membership without your permission by making a payment for Membership to our website you acknowledge that you have read and agree to the above Refund and Cancellation Policy.


If this website contains message/bulletin boards, chat rooms, or other message or communication facilities (collectively, “Forums”), you agree to use the Forums only to send and receive messages and material that are proper and related to the particular Forum. By way of example, and not as a limitation, you agree that when using a Forum, you shall not do any of the following:-

 1. Defame, abuse, harass, stalk, threaten, or otherwise violate the legal rights (such as rights of privacy and publicity) of others.

  1. Publish, post, distribute, or disseminate any defamatory, infringing, obscene, indecent, or unlawful material or information.
  2. .Upload files that contain software or other material protected by intellectual property laws (or by rights of privacy of publicity) unless you own or control the rights thereto or have received all necessary consents.
  3. Upload files that contain viruses, corrupted files, or any other similar software or programs that may damage the operation of another’s computer.
  4. Download any file posted by another user of a Forum that you know, or reasonably should know, cannot be legally distributed in such manner.


You shall indemnify, defend, declare, and hold harmless Carlos and Company from any and all claims and losses imposed on, incurred by, or asserted as a result of or related to: 

(a) your access and use of Carlos and Company 

(b) any non-compliance by user with the terms and conditions hereof; or

 (c) any third party actions related to users receipt and use of the information, whether authorized or unauthorized. Any clause declared invalid shall be deemed severable and not affect the validity or enforceability of the remainder. These terms may only be amended in a writing signed by Carlos and Company


If there is any conflict between this User Agreement and other documents, this User Agreement shall govern, whether such order or other documents is prior to or subsequent to this User Agreement, or is signed or acknowledged by any director, officer, employee, representative, or agent of Carlos and Company


If Carlos and Company take action to enforce any of the provisions of this User Agreement, including the collection of any amounts due hereunder, Carlos and Company. shall be entitled to recover from you (and you agree to pay), in addition to all sums to which it is entitled or any other relief, at law or in equity, reasonable and necessary attorney’s fees, and any costs of any litigation.


This User Agreement constitutes the entire agreement between the parties, and no other agreement, written or oral, exists between you and Carlos and Company. By using the Information on Carlos and Company, you assume full responsibility for any and all gains and losses, financial, emotional, or otherwise, experienced suffered or incurred by you.

Carlos and Company do not guarantee the consistency, completeness, or timeliness of, or otherwise endorse in any way, the views, opinions, or recommendations expressed in the Information, does not give investment advice and does not advocate the purchase or sale of any security or investment by you or any other individual. The Information is not intended to provide tax, legal, or investment advice, which you should obtain from your professional advisor prior to making any investment of the type discussed in the Information.

The Information does not constitute a solicitation by the information providers, Carlos and Company, or other of the purchase or sale of securities. The service is provided “as is,” without warranty of any kind, either express or implied, including without limitation, any warranty for information, data, services, uninterrupted access, or products provided through or in connection with the service. specifically, Carlos and Company disclaim any and all warranties, including, but not limited to:(i) (i) Any warranties concerning the availability, consistency, usefulness, or content of information, products or services; and (ii) (ii) Any warranties of title, warranty of non-infringement and warranties of merchantability or fitness for a particular purpose.

This disclaimer of liability applies to any damages or injury caused by any failure of performance, error, omission, interruption, deletion, defect, delay in operation or transmission, computer virus, communication line failure, theft or destruction or unauthorized access to, alteration of, or use of record, whether for breach of contract, tort, negligence, or under any other cause of action. Neither Carlos and Company nor any of its employees, agents, successors, assignees, affiliates, group companies, or content or service providers shall be liable to you or another third party for any direct, indirect, incidental, special, or consequential damages arising out of the use of service or inability to gain access to or use the service or out of any breach of any warranty. Because some countries do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. In such countries, the respective liability of Carlos and Company its employees, agents, successors, assignees, affiliates, group companies, and content or service providers respective liability is limited to the amount provided under said law. Further, you agree and understand that all services provided are non-refundable and that you should carefully consider whether our services are able to meet your needs.


This User Agreement and the license rights granted hereunder shall remain in full force and effect unless terminated or canceled for any of the following reasons: (a) immediately by Carlos and Company for any unauthorized access or use by you (b) immediately by Carlos and Company if you assign or transfer (or attempt the same) any rights granted to you under this Agreement; (c) immediately if you violate any of the other terms and conditions of this User Agreement. Termination or cancellation of this Agreement shall not affect any right or relief to which Carlos and Company may be entitled, at law or in equity. Upon termination of this User Agreement, all rights granted to you will terminate and revert to Carlos and Company. Except as set forth herein, regardless of the reason for cancellation or termination of this User Agreement, the fee charged if any for access to Carlos and Company is non-refundable for any reason.