VERSION 2.0
Effective 01 June 2025·Last updated 01 June 2025

Risk Disclosure

Investing in securities markets is subject to market risks. Read this disclosure carefully before subscribing to any basket or initiating any investment action on INDvestment.

At a glance

Applies toAll baskets & investments
AcknowledgementRequired before subscribing
SEBI Investor CharterLinked below
GrievancesSEBI SCORES portal
Risk categories9 covered

This disclosure is a regulatory requirement — it is not a guarantee of returns.

Made available under SEBI (Investment Advisers) Regulations, 2013 and applicable SEBI circulars for model-portfolio / basket services. Registration granted by SEBI and certification from NISM in no way guarantee performance or assure returns. You may lose part or all of your invested capital.

UNDERSTAND THE RISKS

Material risks of investing through the platform

The following is not exhaustive. Investment products carry risk, and you should read all scheme-related documents carefully before investing.

General Investment Risk

Markets are volatile; you may lose part or all of your principal. Past performance is not an indicator of future returns.

Equity & Market Risk

Prices fluctuate with economic, political and global factors. Sectoral or thematic concentration can amplify losses.

Basket-Specific Risk

Model portfolios are periodically rebalanced. Execution slippage and changes in basket composition can affect outcomes.

Liquidity Risk

Some securities may be hard to buy or sell. Low liquidity can raise impact cost during rebalancing and exit.

Regulatory & Compliance Risk

Changes in SEBI regulations, tax laws or compliance obligations may impact your investments and returns.

Platform / Technology Risk

System outages, execution delays or data errors may affect your ability to transact or monitor holdings.

Advisor / Creator Risk

Baskets depend on an individual advisor's model. Advisor de-registration or model changes carry risk.

Currency & Geopolitical Risk

Any international exposure is subject to currency movements and geopolitical events beyond our control.

Benchmark & Tax Risk

A basket may not track its stated benchmark; benchmark changes affect comparisons. Tax treatment depends on your circumstances and may change.

YOUR RESPONSIBILITY

Investment decisions are yours

Investors are solely responsible for their own investment decisions. INDvestment is a technology platform; advice is provided only by SEBI-registered advisors. You should assess suitability against your own objectives and, where needed, consult your own financial advisor.

Regulatory References

ReferenceApplicability
SEBI (Investment Advisers) Regulations, 2013Mandatory risk disclosure for registered investment advisors.
SEBI Circular — Model Portfolio / Basket ServicesSpecific disclosure requirements for basket / smallcase products.
SEBI Investor CharterInvestor rights and grievance-process reference; link required.
SCORES PortalInvestor-grievance submission; link included in this disclosure.

Acknowledgement

This acknowledgement is required during onboarding before you can subscribe to any basket or initiate any investment action. If the Risk Disclosure is updated, you will be prompted to re-acknowledge at your next subscription — the action is blocked until completed.

Disabled until the checkbox is ticked. Acknowledgement is logged with user ID, disclosure version, timestamp, IP address and channel.