You keep the account.
You approve every order.

Access is by invitation. You get a single-use code, and it is valid for 30 days. Entering it at sign-in is what opens an account — there is no open self-serve signup, and the code cannot be passed on or reused once it has been redeemed.

• One code, one member, one use.
• Expires 30 days after it is issued, whether or not it is used.
• No code, no account. Nothing is charged at this stage.

Before anything starts, a separate legal agreement is signed through DocuSign. It sets out the terms between you and CA WHO CODES: what the arrangement covers, what it costs, how it ends, and what each side is responsible for.

• Read it properly, and take independent professional advice on it if you want to.
• Nothing connects to your broker and no position is taken until it is executed.
• You keep a signed copy. So do we.

You keep the broker account you already have, in your own name. You authorise a connection to it through your broker's own API, which grants a specific and limited set of permissions — enough to read what you hold and to place an order you have approved, and nothing beyond that.

• Granted: read your holdings, positions and available funds; place an order you have approved.
• Not granted: withdrawing money, transferring funds, or changing any account detail.
• Your shares settle into your own demat account. We never take custody of them.
• The connection is yours to revoke, at your broker, at any time.

The full permission map is in the next section — it is worth reading before you connect.

You choose how much of your capital the basket applies to — a rupee amount you set, not your whole portfolio unless that is what you want. Today the only live basket is Conviction Core: Indian small, micro and select mid caps. Edge, Global and Pulse are not live and cannot be allocated to.

• Minimum allocation ₹5,00,000 — the reason is explained below.
• We only act on what the basket covers. The connection does read your whole account — that is how a broker API works, and it is how the basket gets reconciled against what you already own — but nothing outside the basket is ever traded.
• Money is never pooled with another member's, and is never held in our name.

When the book buys or sells, an order is prepared for your account and sent to you first. You see the name, whether it is a buy or a sell, the quantity, the limit price, and the published thesis behind it. You approve it, or you do not.

• Applies to every order — entries, additions, trims and exits alike.
• Limit orders. The price you approve is a ceiling on a buy — the order is never placed above it, and is often placed below it if the market has moved in your favour. On a sell, the limit is set against the live price at the moment the order goes so a protective exit actually fills.
• Declining one is a normal thing to do. It does not close your account.
• Silence is not approval. An unapproved order expires unplaced.

Once you approve, the order is placed through your connected broker account over the API — in your name, from your funds, into your demat. At settlement the money moves the way it always does when you buy a share: out of your account, to the exchange, and the shares come back to you. What it never does is sit in a pool with anyone else's.

• Every order sent is written to an audit trail — what was placed, when, and what filled.
• A partial fill or a rejection is reported to you as it happened, not smoothed over.
• Your broker's own contract note remains the record of truth.

Revoke the broker connection and the orders stop. There is nothing to unwind on our side and nothing of yours to release, because everything was already in your account and in your name. Your holdings stay exactly where they are — yours to keep, or to sell yourself, on your own timing.

• Revoking access at your broker takes effect immediately.
• No position is force-sold when you leave, and no exit is timed for you.
• Commercial terms of any notice period live in the signed agreement, not here.