Terms and Conditions

Important information about our services and policies

Terms and Conditions

1. Acceptance of Terms

By accessing and using the Portfoliozz website (www.portfoliozz.com) or any of its services, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please discontinue use of our services immediately.

2. Modifications to Terms

Portfoliozz reserves the right to modify or update these Terms and Conditions at any time without prior notice. Continued use of our website and services after such changes constitutes your acceptance of the new terms. We recommend reviewing this section periodically to stay informed of any updates.

3. Service Activation

Services will commence only upon receipt of full payment. Portfoliozz is not responsible for any delays in service activation due to pending payments.

4. Changes to Packages and Plans

We may revise our service packages and pricing structures as necessary. Clients will be notified of any such changes at least one week in advance to minimize inconvenience.

5. Performance and Market Risks

Past performance is not indicative of future results. Any performance data or testimonials shared on platforms like Facebook, Telegram, Twitter, Instagram, or WhatsApp are for informational purposes only and do not guarantee similar outcomes. Market conditions are dynamic, and investment outcomes can vary.

6. No Guarantees

Portfoliozz does not guarantee any specific returns or profits. Investments in the stock market are subject to market risks, including the potential loss of principal. Clients are advised to invest only surplus funds and avoid borrowing for investment purposes.

7. Service Timelines

While we strive to deliver our services promptly, timelines may be affected by market conditions and other unforeseen factors. Portfoliozz is not liable for delays beyond our control.

8. Client Responsibility

Clients should conduct their own research and consider their financial situation before making investment decisions. Portfoliozz provides research and recommendations but does not execute trades on behalf of clients. Clients are responsible for their own trading decisions and outcomes.

9. Compliance with SEBI Regulations

As a SEBI-registered Research Analyst, Portfoliozz adheres to all regulatory requirements, including the disclosure of the Most Important Terms and Conditions (MITC) as mandated by SEBI. Clients are encouraged to review these disclosures to understand the scope and limitations of our services.

10. Jurisdiction

Any disputes arising from the use of our services shall be subject to the jurisdiction of the courts in Kottayam, Kerala, India.

Disclaimer & Risk Disclosure

Dear Website Visitor,

Trading and investing in the stock market involves significant risk. Investments in equity shares, futures, options, and commodities carry inherent risks, including the potential loss of the entire principal amount. Stock market investments are subject to market volatility, and may not be suitable for all types of investors. You are advised to assess your financial goals and risk tolerance before making any investment decisions.

  • Registration with SEBI and certifications from NISM do not guarantee returns or performance of the intermediary. These only indicate regulatory compliance and do not offer assurance of future profitability or protection against losses.
  • No Guaranteed Returns: At Portfoliozz, we do not offer any products or services that promise assured or guaranteed returns. Any strategies, projections, or anticipatory trades we present are based on technical and market analysis, and do not account for unexpected market events, currency fluctuations, or macroeconomic data releases. Market behavior is unpredictable, and our views may not always align with actual outcomes.
  • Past Performance is Not Indicative of Future Results: All historical data or performance details presented on our website or platforms are for illustrative purposes only. Past success does not ensure future results. No performance reports, screenshots, or shared success stories should be construed as a promise or guarantee of future profitability.
  • Advisory Opinions, Not Investment Advice: Portfoliozz may provide suggestions regarding your existing positions; however, such insights are based on our current market view and should be treated strictly as opinions, not professional investment advice.
  • Client Responsibility & Risk Tolerance: We advise all clients to evaluate whether our recommendations align with their personal risk appetite and financial capacity. Every piece of advice provided should be treated as a market opinion, not a directive or advisory mandate.
  • Final Authority of Management: All rights regarding the services provided by Portfoliozz are reserved by the management. The decision of the Portfoliozz management team will be final and binding in all matters related to our service delivery and operations.

Investment in securities markets is subject to market risks. Please read all related documents and disclosures carefully before investing.

By using our services, you acknowledge that you have read, understood, and agreed to the above disclaimer.