Investment Disclaimer

Last updated: July 2026

IMPORTANT NOTICE

Portfolio Analysis is NOT registered with the Securities and Exchange Board of India (SEBI) as an Investment Advisor, Portfolio Manager, or Stock Broker.

1. NOT INVESTMENT ADVICE

All content on this platform including but not limited to:

Portfolio performance metrics
Sector allocation analysis
Risk signals and alerts
AI Advisor recommendations
Benchmark comparisons

is provided for INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY and does not constitute investment advice, financial advice, trading advice, or any other type of advice.

2. NO SEBI REGISTRATION

This platform is not:

A SEBI registered Investment Advisor
A SEBI registered Portfolio Manager
A SEBI registered Stock Broker
A SEBI registered Research Analyst

Users should consult a SEBI registered Investment Advisor before making any investment decisions.

3. PAST PERFORMANCE

Past performance shown on this platform does not guarantee future results. All investments involve risk including possible loss of principal.

4. DATA ACCURACY

While we strive for accuracy:

Stock prices are sourced from Yahoo Finance and may be delayed
Historical data may not be complete or accurate
We are not responsible for any errors in data

5. AI ADVISOR DISCLAIMER

The AI Advisor feature provides automated analysis based on your portfolio data. This is NOT personalized financial advice and should not be treated as such.

6. USER RESPONSIBILITY

Users are solely responsible for:

Their investment decisions
Verifying information before acting on it
Consulting qualified professionals
Understanding tax implications

7. LIMITATION OF LIABILITY

Portfolio Analysis, its founders, and employees shall not be held liable for any financial losses arising from the use of this platform.