Regulatory Disclosures

InvestorAi Analytics India LLP is a SEBI registered Research Analyst under the SEBI (Research Analyst) Regulations, 2014 (“RA Regulations”) under registration no INH200008583. InvestorAi’s registered address is Innov8, Tower A, 5th floor, Mantri Commercio, Kariyamna Agrahara, PO Bellandur, Bangalore, Karnataka -560103. Telephone number +91 8217538719.

Brand Name: InvestorAi

We have registration and qualifications required to render the Services contemplated under the RA Regulations and the same is valid and subsisting and that the research services shall be rendered in accordance with the applicable provisions of the RA Regulations.

The Services provided by us do not conflict with or violate any provision of law, rule or regulation, contract, or other instrument to which we are a party or to which any of our property is or may be subject.

The maximum fee that may be charged by us is ₹1.51 lakhs per annum from you and your family.

We are not engaged in the business of investment advice, merchant banking, investment banking or any brokerage service.

InvestorAi has never been suspended or debarred from doing business by any Stock Exchange or SEBI or any other authorities, nor has its certificate of registration been cancelled by SEBI at any point of time.

Registration granted by SEBI, and certification from NISM in no way guarantee performance of the InvestorAi or provide any assurance of returns to you.

The terms and conditions and the consent thereon are for the Services provided by us and we cannot execute/ carry out any trade (purchase/ sell transaction) on behalf of you. Thus, you are advised not to permit us to execute any trade on your behalf.

AI Disclosure

The information, insights and portfolios made available by us are outputs of mathematical models generated by our AI and are drawn and made available from available historical data, including financial data.

Rebalance selections are based on recommendations generated by InvestorAi’s proprietary technology-based insights. All recommendations are reviewed before inclusion in a basket to account for any potential adverse impacts not considered in the models, e.g., corporate actions.

Subscription

By subscribing to InvestorAi Portfolios and accepting delivery of our Services, you confirm that you have elected to subscribe the InvestorAi Portfolios at your sole discretion. Further, you have read and understood the terms and conditions applicable to a research analyst as defined under regulation 2(1)(u) of the SEBI (Research Analyst) Regulations, 2014, including the fee structure.

And you are subscribing to the Services of InvestorAi for your own benefits and consumption, and any reliance placed on the research reports provided by InvestorAi shall be as per your own judgement and assessment of the conclusions contained in the research reports.

InvestorAi Portfolios are strictly confidential and is being furnished to you solely for your information. This information should not be reproduced or redistributed or passed on directly or indirectly in any form to any other person or published, copied, in whole or in part, for any purpose. InvestorAi Portfolios is not directed or intended for distribution to, or use by, any person or entity who is a citizen or resident of or located in any locality, state, country or other jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject InvestorAi and associates to any registration or licensing requirements within such jurisdiction. The distribution of InvestorAi Portfolios in certain jurisdictions may be restricted by law, and persons in whose possession this report comes, should observe, any such restrictions. The information given in InvestorAi Portfolios is as of the date of issuance and there can be no assurance that future results or events will be consistent with this information. This information is subject to change without any prior notice.

Risk

You also understand that –

i. Any investment made based on the recommendations in the InvestorAi Portfolios are subject to market risk and you should read all the related documents carefully before investing.

ii. Recommendations in the InvestorAi Portfolios do not provide any assurance of returns.

iii. There is no recourse to claim any losses incurred on the investments made based on the recommendations in the InvestorAi Portfolios.

iv. Past performance does not guarantee future returns.

Any advice contained on by us is general advice only and we do not tell you whether any investment is suited to your personal circumstances, objectives, risk appetite or financial situation. Before making any investment decision, you should consider whether it is appropriate for your situation and seek professional advice.

Conflicts

The associates of InvestorAi, as per the definition of Regulation 2 (1) (b) of the SEBI (Intermediaries) Regulations, 2008 consist of Bridgeweave Limited, a company registered under the provisions of the UK Companies Act 2006 and Bridgeweave India Private Limited, a company registered under the provisions of the Indian Companies Act, 2013.

We confirm that we/our associates have not:

a) received any compensation from the companies included in the research reports (subject company(ies) in the past twelve months.

b) have not managed or co-managed public offering of securities for the subject company(ies) in the past twelve months.

c) have not received any compensation for investment banking or merchant banking or brokerage services from the subject company(ies) in the past twelve months.

d) have not received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company(ies) in the past twelve months.

e) have not received any compensation or other benefits from the subject company(ies) or third party in connection with the research report.

f) have not engaged in the market making for any of the subject company(ies).

Further, we/our associates do not have any financial interest in the subject company (ies being recommended in our research reports and do not have actual/beneficial ownership of 1% or more securities of the subject company(ies), at the end of the month immediately preceding the date of publication of these recommendations.

we/our associates do not have any material conflict of interest at the time of publication of these recommendations.