Please read these Terms & Conditions (“Terms”) carefully. By accessing or using this website, client portals, publications, signals, or any services described herein (collectively, the “Services”), you agree to be bound by these Terms and by our Privacy Notice. If you do not agree, do not use the Services.
Who We Are
Independent, Advisory-Only
David Goel Consultancy is an independent, advisory-only firm that provides process-driven support to qualified clients in public markets and related areas (e.g., equities, foreign exchange, digital assets/crypto, and commodities). We do not hold client funds, we are broker-neutral, and our work focuses on mandate clarity, risk frameworks, and decision process. Nothing on this site constitutes personalized investment advice, an offer to buy or sell any security, or a solicitation in any jurisdiction where such offer or solicitation would be unlawful.Eligibility
Client Status
- You must be at least the age of majority in your jurisdiction, and (where applicable) a qualified or professional investor under local regulations.
- Access to certain pages, documents, or dashboards may be restricted and subject to onboarding, KYC/AML checks, and a written engagement letter.
Risk
No Guarantees; Market Risk
Markets involve risk of loss, including the potential loss of principal. Past performance does not guarantee future results. Any case studies, client comments, statistics, or examples shown are illustrative, time-bound, often client-reported, and may not be representative. You are solely responsible for your trading and investment decisions.Content
Educational Content, Signals & Publications
- All publications, research notes, dashboards, training, and signals are provided for informational and educational purposes only.
- Signals and model rules are not individualized recommendations and may not be suitable for your circumstances. You should independently evaluate risks, instruments, leverage, and liquidity before acting.
- We may change, suspend, or discontinue any content or feature at any time without notice.
Engagement
Service Models & Fees
Services are provided pursuant to a written engagement letter that sets deliverables, KPIs, schedule, and fees. Unless otherwise stated in writing, our compensation is fee-only advisory retainers. We do not accept broker rebates, revenue sharing, or hidden compensation from third parties.For specific engagement provisions, see engagement provisions.
Service Options
Service Options
- Clients may choose to trade by themselves using our guidelines.
- Alternatively, clients may authorize us to trade on their behalf if they prefer not to trade on their own or find it difficult to manage their time.
Charges
Charges
- A higher service fee/percentage will apply when we execute trades directly on behalf of the client.
- A lower service fee/percentage will apply when the client trades by themselves using our guidance.
Client Responsibility
Client Responsibility
- By using our services, clients acknowledge that all trading activities involve risk.
- Clients remain responsible for any financial decisions and outcomes arising from their chosen method of trading.
Responsibilities
Your Responsibilities
- Provide accurate information during onboarding and promptly notify us of changes to your objectives, constraints, risk tolerance, or investment profile.
- Maintain your own accounts, brokerage relationships, and custody arrangements unless otherwise stated in a written agreement.
- Comply with all applicable laws, including tax, reporting, and regulatory obligations.
Access
Platform Access; Security
- You are responsible for safeguarding credentials used to access any portals, files, or tools. Notify us immediately if you suspect unauthorized access.
- We cannot guarantee continuous, uninterrupted access. We may suspend access for maintenance, security, or legal reasons.
IP
Intellectual Property
All materials on the site—including text, graphics, logos, icons, charts, training, dashboards, signals, and code—are owned by DGC or our licensors and protected by law. You receive a limited, non-exclusive, non-transferable license to view and use the content solely for your internal purposes. You may not copy, reproduce, distribute, publish, create derivative works, or exploit any content without prior written consent.Confidentiality
Confidentiality
Information we provide to you and information you provide to us during an engagement may be confidential. Each party agrees to protect the other’s confidential information and to use it only for the purpose of the engagement, except as required by law or regulator.Third-Party
Third-Party Services & Links
We may reference third-party tools, research, exchanges, brokers, or custodians. These are provided for convenience and do not imply endorsement. We are not responsible for third-party content, security, or practices.Conflicts
Conflicts of Interest
We strive to avoid and/or fairly disclose conflicts. Our fee-only model is designed to align incentives with client outcomes. Any material conflicts known at onboarding will be disclosed in writing, and we will adopt controls reasonably designed to mitigate conflicts.Communications
Communications; Recording
You consent to receive communications electronically. For training, audit, or regulatory reasons, certain communications may be recorded or archived. We will handle personal data per our Privacy Notice.Disclosures
Risk Disclosures
- Market Risk: Prices can be volatile; you may lose money.
- Liquidity & Execution Risk: Slippage, outages, and venue failures may occur.
- Leverage & Derivatives: Magnified losses are possible.
- Crypto/Digital Assets: Subject to technological, regulatory, and custody risks.
- FX & Commodities: Subject to geopolitical, macroeconomic, and event risk.
- Operational Risk: Systems, data, and human errors can occur despite controls.
Indemnity
Indemnity
To the fullest extent permitted by law, you agree to indemnify and hold harmless DGC, its principals, employees, and affiliates from claims, damages, liabilities, costs, and expenses arising out of your misuse of the Services, violation of these Terms, or breach of applicable laws.Liability
Limitation of Liability
To the maximum extent permitted by law, DGC is not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, lost profits, or loss of data arising from the Services or these Terms. Our aggregate liability for direct damages shall not exceed the greater of (i) the fees you paid to DGC for the specific Service giving rise to the claim in the twelve (12) months preceding the event, or (ii) USD $1,000.Term
Term; Termination
These Terms remain in effect while you use the Services. We may suspend or terminate access at any time for any reason, including suspected violation of these Terms or legal requirements. Provisions that by their nature should survive termination (e.g., IP, confidentiality, disclaimers, limitation of liability, governing law) shall survive.Privacy
Privacy & Data
We process personal data in accordance with our Privacy Notice. We implement reasonable administrative, technical, and physical safeguards, but no method of transmission or storage is 100% secure. You acknowledge the inherent risks of internet-based services.Cookies
Cookies
We may use cookies and similar technologies to operate the site, measure performance, and improve user experience. Your browser may allow you to block cookies; however, doing so may limit functionality.Compliance
Compliance & Sanctions
You represent that you are not subject to sanctions, export restrictions, or barred lists, and that you will not use the Services in violation of applicable sanctions, export, or anti-money-laundering laws.Law
Governing Law; Dispute Resolution
These Terms are governed by the laws of the State of [insert state/country], without regard to conflict-of-law principles. Any dispute shall be resolved as follows:- Good-faith negotiation between the parties for at least 30 days.
- Confidential mediation in [city], unless both parties agree otherwise.
- If still unresolved, binding arbitration pursuant to the rules of [arbitration body]. Judgment on the award may be entered in any court of competent jurisdiction.
Changes
Changes to These Terms
We may update these Terms from time to time. The “Effective date” at the top will reflect the latest version. Your continued use after changes constitute acceptance of the updated Terms.Contact
Contact
David Goel Consultancy[Company Address]
legal@yourdomain.com | support@yourdomain.com
© 2025 David Goel Consultancy. All rights reserved. Trademarks are property of their respective owners. Use does not imply endorsement, sponsorship, or affiliation.
