Disclosure

Market Risks & Disclosures

MARKET RISKS WARNING

“Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”

LOSS POSSIBILITY

Market risks may result in partial or permanent loss of investments under certain market conditions.

SEBI REGISTRATION

Registration granted by SEBI and certification from NISM do not guarantee the performance of the intermediary nor assure returns to investors.

PAST PERFORMANCE

Past performance is not indicative of future results

RISK ASSOCIATED IN OPEN POSITIONS

Our recommendations may be open; we maynot provide any stop-loss or target price in securities recommendations. This will cause a huge loss on your portfolio in adverse market conditions or company events.

SEBI SPECIFIED MECHANISM FOR FEE COLLECTION

All fee payments for research services must be made through online mode and in “ANCY JACOB” Bank account or through the payment gateway or Centralized Fee Collection Mechanism (CeFCoM). Payments made outside this mechanism are not considered as payment for services under SEBI regulations. No grievances in this regard will be entertained by SEBI or its recognized regulatory bodies

NO WARRANTIES

The Research Analyst does not guarantee the accuracy, results, or reliability of content on its website, including merchantability, suitability, and non infringement

NO LOSS CLAIMS

“There is no avenue for claiming losses incurred based on the recommendations in the research report.”

EXERCISE CAUTION

We provide research analysis and specific securities recommendations but do not offer portfolio management services, personal account handling, profit sharing, or risk-profiling-based investment advisory services.

Report Unethical Practices

Report any unethical practices to our support/compliance team or SEBI. Report any unethical practices to our compliance team: ancy.p.jacob@gmail.com or SEBI Toll-Free Number: 1800 22 7575 or 1800 266 7575

Disclosures of all material information

ANCY JACOB: INH000020235

Business Activity

“ANCY JACOB” is engaged in the business of Research Analyst activities by providing Buy/Sell/Hold calls or other ratings defined to their clients. “ANCY JACOB” is registered as a Research Analyst under SEBI (Research Analyst) Regulations, 2014. SEBI Reg. No. INH000020235

Disciplinary History

There has been no instance of any Disciplinary action, penalty, etc. levied/passed by any regulation/administrative agencies against “ANCY JACOB: INH000020235” and its Partners and associates

Terms & Conditions of issuance of Research Report issued by “ANCY JACOB: INH000020235”

The Research report is issued to the registered clients. The Research Report or Research recommendations is based on facts, figures, and information that are considered true, correct, and reliable. The information contained herein is from publicly available data or other sources believed to be reliable Wehavealso reviewed the research report or Research recommendations for any untrue statements of material facts or any false or misleading information The report or recommendations are prepared solely for informational purposes and do not constitute an offer document or solicitation to buy or sell or hold or subscribe for securities or other financial instruments for clients.

Risk Disclosure

General Risk Disclosure

“ANCY JACOB: INH000020235”, its partners, employees, officers, and its affiliates are not responsible for any loss or damage that may arise to any person for any nonchalant error in the information represented in the research report or research recommendations Investors may lose his/her entire amount or Investments or portfolio under certain market conditions so acting on any advice or recommendations from research reports, Investors should understand their risk appetite or consult their financial advisers. The research report or Research recommendations do not take into account any specific investment objective, goal, or financial situation or any specific needs and objectives of any specific individual. The client obtaining the research report or Research recommendations should act according to his/her own risk appetite and financial position and should also understand the risk involved in capital markets while making investments.

Disclosures of all material information

ANCY JACOB: INH000020235

Disclosures with regard to ownership and material conflicts of interest

  • “ANCY JACOB: INH000020235” or its research analysts or his/her relative or associate don’t have any direct or indirect financial interest in the subject company
  • “ANCY JACOB: INH000020235” or its research analysts, or his/her relative or associate don’t have any other material conflict of interest at the time of publication of the research report.
  • “ANCY JACOB: INH000020235” or its research analysts, or his/her relative or associates don’t have actual ownership of 1% or more securities of the subject company

Disclosures with regard to ownership and material conflicts of interest

  • “ANCY JACOB: INH000020235” or its associates have received any compensation from the subject company in the past twelve months: NO
  • “ANCY JACOB: INH000020235” or its associates have managed or co-managed public offering of securities for the subject in the past twelve months: NO
  • “ANCY JACOB: INH000020235” or its associates have received any compensation for investment banking or merchant banking or brokerage services from the subject company in the past twelve months: NO
  • “ANCY JACOB: INH000020235” or its associates have received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company in the past twelve months: NO
  • “ANCY JACOB: INH000020235” or its associates have received any compensation or other benefits from the subject company or third party in connection with the research report: NO
  • The research analyst has not served as an officer, director, and employee of the subject company
  • “ANCY JACOB: INH000020235” or its research analyst has been engaged in the market-making activity for the subject company: NO
  • “ANCY JACOB: INH000020235” or its associates have received any compensation from the subject company in the past twelve months: NO

Website & Social Media

Visit our social media and website for more details on risks, disclosures, disclaimers, terms and conditions, refund policies, SEBI Research Analyst registration details, Compliance officer details, etc Trade Name or Website: Portfoliozz Official Website

The Use of AI Tools in Research and Advisory Services

  • Our Recommendations are based on technical and fundamental analysis with some use of AI-artificial intelligence.
  • Our Responsibility for client data security, confidentiality, and compliance is upheld on the use of AI
  • AI trading risks include system vulnerabilities that can amplify errors.
  • Handling sensitive data poses privacy and security risks, including potential breaches.
  • Concerns include biased outputs, privacy violations, lack of transparency, data quality issues, and misleading results from poor data.
  • Severe data glitches may result in significant losses related to your security or portfolio.

MODEL PORTFOLIO BY RESEARCH ANALYST

“ANCY JACOB: INH000020235” will adhere to the Research Analysts’ Guidelines for recommending a ‘model portfolio’ whenever necessary

Important Notice

If you are dissatisfied with our services, kindly raise your initial complaint to ancy.p.jacob@gmail.com or contact: +91 8714821606 or visit our social media or website for more details Trade Name or Website: Portfoliozz Official Website If the issue remains unresolved after 7 days or if you are still not satisfied with our response, you have the option to escalate your concern to SEBI through the following channels

SEBI Investor Awareness and Education

SEBI Investor website and Saarthi App offer free tools and resources for Investor Awareness and Education:

Regulatory Disclosure

Ancy Jacob is a SEBI Registered Research Analyst (Registration No: INH000020235). Portfoliozz™ is a brand name under which research and analytical services are offered. All content, frameworks and services provided under the Portfoliozz™ brand are strictly in the nature of market research and general analysis only and do not constitute investment advice, trading advice, portfolio management or execution services. No personalised recommendations are provided.