Clartha - Terms and Conditions

Last Updated: July 22, 2026

These Terms govern your access to and use of Clartha, an AI investment research and portfolio intelligence platform operated by Clartha (“we”, “us”, or “our”).

By using the platform, you agree to these Terms and our Privacy Policy. Your use is also subject to the processing of personal data under India’s Digital Personal Data Protection Act, 2023. If you do not agree, do not use Clartha.

1. Eligibility

Clartha is intended only for individuals who are 18 years of age or older. By using the platform, you represent and warrant that you are at least 18 years old and have the legal capacity to agree to these Terms. You must not use Clartha or provide personal data if you do not meet this requirement.

2. Advisor-Ready Boundary

Clartha provides software, AI research tools, market data interfaces, portfolio organization, and informational analysis. Clartha does not provide individualized investment advice, portfolio management, trading recommendations, tax advice, legal advice, or financial planning.

Regulatory status

  • Clartha is not registered with SEBI as an Investment Adviser or Research Analyst.
  • Clartha is not registered with the US SEC or any US state securities regulator as an investment adviser.
  • Platform outputs are not fiduciary advice, regulated research reports, recommendations, offers, or solicitations.

3. Your Responsibility

  • You are solely responsible for all investment, trading, tax, legal, and financial decisions.
  • You should verify important facts, prices, filings, assumptions, and calculations using primary sources.
  • You should consult qualified professionals before acting on information from Clartha.
  • You are responsible for ensuring your use of Clartha complies with laws, employer policies, client mandates, and professional obligations that apply to you.

4. AI Limitations

Clartha uses automated systems and AI models to summarize, classify, search, and reason over market, company, portfolio, and user-provided data.

AI outputs may be incomplete, inaccurate, stale, biased, internally inconsistent, or based on incorrect assumptions. They may omit material risks or misread sources. You must not treat AI output as a substitute for professional judgment or independent diligence.

5. Read-Only Broker and Portfolio Scope

  • Broker integrations, where available, are limited to read-only access for holdings, valuation, and sync metadata needed to power portfolio views.
  • Clartha does not execute trades, transmit orders, rebalance accounts, move funds, or request trading authority.
  • You are responsible for broker account security, broker permissions, and disconnecting integrations you no longer want to use.

6. Accounts and Security

You must provide accurate, complete, and current account information, including information confirming that you meet the age eligibility requirement. You must protect your credentials and notify us if you suspect unauthorized access. You are responsible for activity under your account unless caused by our breach of these Terms.

7. Communications

Transactional and service communications, including account, authentication, security, billing, legal, and support emails, are part of the service and are not optional while your account or requested service is active. We send marketing emails, newsletters, and promotions only with separate opt-in consent. You may withdraw marketing consent at any time without losing access to Clartha or its essential services.

8. Acceptable Use

You agree not to:

  • Use Clartha for unlawful, manipulative, abusive, or fraudulent purposes.
  • Scrape, reverse engineer, overload, disrupt, or bypass access controls.
  • Upload malicious files, infringing content, or data you are not authorized to process.
  • Redistribute, resell, or commercially exploit platform content except as allowed by your plan and applicable law.
  • Represent Clartha output as guaranteed, personalized advice, regulated research, or a confirmed source without verification.

9. Third-Party Data and Services

Clartha may rely on exchanges, filings, market-data providers, broker APIs, AI providers, payment processors, cloud services, and other third parties. We do not control third-party data or services and do not guarantee their accuracy, availability, timeliness, or completeness.

10. Intellectual Property

Clartha, including its software, interfaces, workflows, models, prompts, data organization, visual design, and platform content, is owned by or licensed to us. Subject to these Terms, you receive a limited, non-transferable, revocable right to use the platform for your personal or internal business research.

11. Subscriptions and Billing

Paid features, usage limits, billing cycles, invoices, refunds, upgrades, downgrades, and cancellations are governed by the plan terms shown at purchase and any payment processor terms that apply to the transaction.

12. Disclaimers

Clartha is provided “as is” and “as available.” To the fullest extent permitted by law, we disclaim warranties of accuracy, completeness, merchantability, fitness for a particular purpose, non-infringement, uninterrupted availability, and error-free operation.

13. Limitation of Liability

To the fullest extent permitted by law, Clartha will not be liable for indirect, incidental, special, consequential, punitive, investment, trading, market, data-loss, business-interruption, or lost-profit damages arising from use of or reliance on the platform.

14. Indemnity

You agree to indemnify and hold Clartha harmless from claims, losses, liabilities, damages, and expenses arising from your misuse of the platform, violation of these Terms, unauthorized data use, or reliance on platform outputs.

15. Suspension and Termination

We may suspend or terminate access if you violate these Terms, create legal or security risk, fail to pay amounts due, misuse the platform, or if continued service is not commercially or legally feasible.

16. Governing Law

These Terms are governed by the laws of India. Disputes will be resolved through courts or arbitration in Bengaluru, India, unless applicable law requires another forum.

17. Changes to Terms

We may update these Terms as the platform, laws, vendors, or business practices change. Continued use after the updated date means you accept the revised Terms.

18. Contact

For questions, contact: support@clartha.com