Terms & scope

What we do, what we do not do, and what you own.

Written for the person doing the vendor assessment. Anything here that depends on a signed contract is flagged as such rather than stated as settled.

01The perimeter

We build systems. We do not advise.

This is the boundary that decides what we will and will not take on, and it does not move for a large engagement.

We build systems our clients own. OPSPHI is not SEBI registered and does not provide investment advice, trading signals, recommendations, or portfolio or fund management.

Where a system generates signals, it runs your logic — your research, your rules, your mandate — on your data. The logic is yours, and so is every decision; we add no view of our own on any security or market. Where a system reads a document, it reports what the document says and where it says it; it does not form a view on the instrument the document is about.

We take no discretion over client assets, hold no client funds or securities, and place no orders on a client's behalf. Nothing on this site or in any deliverable is a recommendation to buy, sell or hold any security, and no past or expected performance of any kind is represented anywhere in our work.


02Scope
  • What we buildResearch, intelligence and automation systems: pipelines, reconciliation, monitoring and exception handling, document and research systems, signal-generation workflows on your own logic, reporting, and the workflow automation around them. Delivered into your environment, on your accounts.
  • What we do not buildExecution and order-management systems, trading strategies of our own, and anything whose output is our own view on a market or a security. We also decline judgment-only work where there is no checkable right answer.
  • Scope is fixed before we startWritten and agreed before the build begins. A change to scope is a conversation and a new line, not a silent extension of the timeline.
  • The diagnostic can end in “no”The first step is paid, fixed-fee and bounded, and it is allowed to conclude that no system should be built — including that the problem does not need AI. The fee is not contingent on the verdict, which is the only reason the verdict means anything. It is credited in full against a build booked within 30 days.

03Ownership and intellectual property

You own what we build for you, from day one.

Not at the end, not on final payment, and not subject to a licence back to us.

  • The work product is yoursThe repository, the configuration, the rule sets written with you, the evidence files and the written playbook. Tool and model accounts are opened in your name on your card.
  • What we retainOur pre-existing components, general methods and know-how — the grammar we build with, not the thing we built for you. We do not reuse your data, your rules or your outputs in anyone else's system.
  • Attribution and referenceWe name no client and publish no client work without written permission, and there is no implied reference right in an engagement.
  • Handover ends the dependencyA transfer is complete when a named person on your side has run the system without us. Nothing is designed to require us being reachable afterwards.
04Commercial terms
  • Published pricesDiagnostics and the GTM Systems Review are fixed-scope and priced on their pages. Builds and monthly operation are quoted after the relevant diagnostic, because the scope is set by what it finds.
  • Liability, payment and terminationSet in the engagement contract, not here.
  • This page is not the contractIt describes how we work and what we commit to in writing. The engagement contract governs.