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Disclaimer & Disclosures.

Disclaimer and Disclosures

 

Market Risks Warning

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

Loss Possibility

  • Potential Losses:  Market fluctuations may result in partial or total loss of investments under specific conditions.

SEBI Registration

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

ILLUSTRATIVE PURPOSES

  • “The securities mentioned are for illustration only and are not recommendations.”

Past Performance

  • Performance Disclaimer: Historical performance is not indicative of future results.

Risks Associated with Open Positions

  • Recommendation Risks: Our advice may involve open positions; we may not provide stop-loss or target prices in our securities recommendations. This could lead to significant losses in adverse market conditions or due to company events. For safety, we recommend exiting positions with a 20% loss from either the buying or selling side.

SEBI Fee Collection Mechanism

  • Payment Procedures: All fees for research services must be made online to the “Investa X Research bank account or through the payment gateway or Centralized Fee Collection Mechanism (CeFCoM). Payments made outside this structure will not be recognized under SEBI regulations. SEBI and its recognized regulatory bodies will not entertain grievances regarding this matter.

No Warranties

  • Accuracy Disclaimer: The Research Analyst does not guarantee the accuracy, results, or reliability of the content on its website, including aspects of merchantability, suitability, and non-infringement.
  • No Loss Claims: * “There is no avenue for claiming losses incurred based on recommendations found in the research report/calls.”
  • Options Trading Risk: * Understanding the risks of #HeroZero and #ZeroHero options calls is crucial, as these can involve significant capital risk and a high probability of total capital loss. It’s vital to invest in Futures and Options (F&O) trading calls according to your individual risk tolerance.

Exercise Caution

  • Research Analysis: We provide research analysis and specific securities recommendations but do not offer portfolio management services, personal account handling, profit sharing, or investment advisory services based on risk profiling.
  • Reporting Unethical Practices: Please report any unethical practices to our support/compliance team at info@investaxresearch.com or contact SEBI’s toll-free number: 1800 22 7575 or 1800 266 7575.

Disclosures of Material Information

  • Registration Name: Pavan Choubey
  • Trade Name: “Investa – X Research“
  • Website : www.investaxresearch.com
  • Registration No : INH000022792
  • BSE Enlistment No : 6643
  • Type of Registration : Individual
  • Validity : 20 August 2030

Business Activity

  • “Pavan Choubey” engages in research analyst activities by providing Buy/Sell/Hold calls or other ratings to clients and is registered under SEBI (Research Analyst) Regulations, 2014. SEBI Reg. No. INH000022792.

Disciplinary History

  • No disciplinary actions, penalties, or regulatory measures have been taken against “Pavan Choubey: INH000022792” or its partners and associates.

Terms & Conditions

  • Research Report Issuance: The research report is provided to registered clients and is based on facts and data considered true and reliable. The information is derived from publicly available data or other believed reliable sources.
  • Report Review: We have reviewed the research report for any untrue material facts or misleading information. The report is meant for informational purposes only and does not constitute an offer or solicitation to buy, sell, hold, or subscribe for securities or other financial instruments.

Risk Disclosures

  • Liability Disclaimer: “Pavan Choubey: INH000022792” along with its partners, employees, officers, and affiliates, are not liable for any loss or damage arising from nonchalant errors in the information presented in the research report or recommendations.
  • Investment Risks: Investors may lose their entire investment or portfolio under certain market conditions. It is essential to understand your risk appetite or consult financial advisors before acting on any recommendations.
  • Individual Considerations: The research report does not take into account specific investment objectives, goals, or financial situations of individuals. Clients should act according to their risk tolerance and financial circumstances while being aware of the risks in capital markets.

Ownership and Material Conflicts of Interest

  • Financial Interests: “Pavan Choubey: INH000022792” or its research analysts and associates do not have any direct or indirect financial interests in the subject company.
  • Conflict of Interest: “Pavan Choubey: INH000022792” or its research analysts and associates do not have any material conflicts of interest at the time of publication of the research report.
  • Securities Ownership: “Pavan Choubey: INH000022792” or its research analysts and associates do not own 1% or more of the securities of the subject company.

Compensation Disclosures

Compensation History:

“Pavan Choubey: INH000022792” and its associates” have not received any compensation from the subject company in the past twelve months.

“Pavan Choubey: INH000022792” and its associates” has not managed or co-managed any public offerings for the subject company in the past twelve months.

“Pavan Choubey: INH000022792” and its associates” have not received any compensation for investment banking, merchant banking, or brokerage services or products or services other than investment banking or merchant banking or brokerage services from the subject company in the past twelve months.

“Pavan Choubey: INH000022792” and its associates” have not received any compensation or other benefits from the subject company or third party in connection with the research report.

  • The research analyst has not served as an officer, director, and employee of the subject company
  • “Pavan Choubey: INH000022792” and its associates” have not engaged in the market-making activity for the subject company.
  • “Pavan Choubey: INH000022792” and its associates” have not received any compensation from the subject company in the past twelve months.

Use of AI Tools in Research

Recommendations Basis: Our recommendations are based on technical and fundamental analysis, with some involvement of AI (artificial intelligence).

Client Data Responsibility: We uphold our responsibility for client data security, confidentiality, and compliance concerning AI usage.

AI Trading Risks: Risks associated with AI include system vulnerabilities that may exacerbate errors, privacy and security risks with sensitive data, and potential bias, lack of transparency, and misleading outcomes due to poor data.

Model Portfolio by Research Analyst

  • “Pavan Choubey: INH000022792” will follow research analysts’ guidelines for recommending a ‘model portfolio’ when necessary.

Securities/Stocks Ratings:

  • Buy: Buy Securities/Stocks as per the range defined in calls; for example, Buy XYZ stocks at 100-105, which means buy XYZ stocks only within the price range of 100 to 105, not more or less than that price.
  • Sell: Sell Securities/Stocks as per the range defined in calls.
  • Hold: Hold Securities/Stocks till further stop-loss or target.
  • Apply: Apply for a public offer like IPO, Buy-Back, OFS, etc.
  • Book Profit: Means selling Securities/Stocks equivalent to profit, read the service terms and conditions for more details.
  • Exit: Sell all quantities of Securities/Stocks and close positions or holdings.
  • ADD/REDUCE: Buy or sell a part quantity of Securities/Stocks.

Crypto, Forex, and any Other Third-Party Products Notice:

NOTICE: Our Recommendations and services of Crypto, Forex, and any Other third-party products are outside the regulatory purview of the Board (SEBI), and no recourse or support from the Board (SEBI) shall be available to such clients for any grievance arising therefrom. Note: The potential for capital loss is significantly high with any of the products mentioned above, primarily due to the absence of a regulatory body and grievance mechanisms. Investors should consider their risk tolerance when making investments, and we cannot be held responsible for any adverse events that may occur. We are simply sharing our insights as analysts.

Important Notice

  • Complaints: If you are dissatisfied with our services, please direct your initial complaint to info@investaxresearch.com or contact +91 6269202505. Alternatively, visit our social media or website for more details.
  • Escalation: If your issue remains unresolved after 7 days, or if you are still dissatisfied with our response, you may escalate your concern to SEBI through the following channels:

SEBI SCORES Link : https://scores.sebi.gov.in/
SEBI ODR Link : https://smartodr.in/
SEBI Toll-Free Number : 1800 22 7575 or 1800 266 7575
SEBI Office Addresses : https://www.sebi.gov.in/contact-us.html
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SCORES Google Play Store App : https://play.google.com/store/apps/details?id=com.sebi

Investor Awareness and Education

  • SEBI Resources: For free tools and resources, visit the [SEBI investor website](https://investor.sebi.gov.in/) or download the SEBI SaarThi App:
    [SEBI SaarThi App for Android] (https://play.google.com/store/apps/details?id=com.sebi.invapp)
    [SEBI SaarThi App for iOS] (https://apps.apple.com/in/app/saa%E2%82%B9thi/id1589426387)

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Trade Name & Website: Investa – X Research (www.investaxresearch.com)