READ DISCLOSURE CAREFULLY BEFORE INVESTING (2024)

READ DISCLOSURE CAREFULLY BEFORE INVESTING .

General Disclaimer & Disclosure as per SEBI (Research Analyst) Regulations, 2014

DHARMESH BHATT(Research Analyst) Registration No. INH000009685

Email ID:- analystdharmesh@gmail.com; (M) 9586677130

Registered Office Address: - A -304 , SUBH APARTMENT (ABOVE BANK OF BARODA),NR.SILVER STAR COMPLEX,CHANDLODIA, AHMEDABAD

(hereinafter referred as ' ResearchAnalyst )

1)The Recommendations/analysis/call (by whatever name called) (hereinafter collectively called "Research"), and/or distributed through Email, SMS and other electronic forum/ published in various media formats etc. are prepared/made pursuant to Research made by the Research Analystis neither a solicitation nor a recommendation to buy/sell any security . It does not take into account the particular investment objectives, financial situations, or needs of individual recipients/subscribers and other issues (prohibitions to investments due to law / jurisdiction issues etc.) which may exist for certain persons. Certain Security/Product or derivatives and other derivatives as well as non-investment grade securities, give rise to substantial risk and are not suitable for all investors. Recipients should rely on their own investigations or seek professional advice as to suitability before investment.This Research Recommendations/ Analysis/data or reports may be based on the analysis of data available publicly and/or other reliable sources believed to be true. Research Analystdoes not accept any liability arising from the use of this information.

2) Research Recommendation/ report/ analysis, published/ emailed/ text messages/ transmitted by Research Analystsor those recommendations or offers or opinions concerning securities or public offer which are expressed as and during the course of "Public Appearance" are for informational purposes only.The reports are provided for assistance and are not intended to be and must not alone be taken as the basis for an investment decision. The user assumes the entire risk of any use made of this Research Recommendation/ report/ analysis/ Though disseminated to clients simultaneously, not all clients may receive the Research Recommendation/ report/ analysis. at the same time.

The Research Recommendation / report/ analysis include projections, forecasts and other predictive statements which represent Research Analystassumptions and expectations in the light of currently available information. These projections and forecasts are based on industry trends, circ*mstances and factors which involve risks, variables and uncertainties. The actual performance of the companies represented in the Research Recommendation/ report/ analysis. may vary from those projected. The projections and forecasts described in this Research Recommendation/ report/ analysis, should be evaluated keeping in mind the fact that these (a) are based on estimates and assumptions; (b) are subject to significant uncertainties and contingencies; (c) will vary from actual results and such variations may increase over a period of time; (d) are not scientifically proven to guarantee certain intended results; (e) are not as a warranty and do not carry any evidentiary value; (f) are not based on certain generally accepted accounting principles; (g) are not to be relied on in contractual, legal or tax advice.

investors are cautioned that any forward-looking statements are not predictions and may be subject to change without notice. Price and value of the securities referred to in this Research Recommendation/ report/ analysis may go up or down. Past performance is not a guide for future performance, future return is not guaranteed and loss of original capital may occur.

The Research Recommendation/ report/ analysis not for public distribution. Reproduction or dissemination, directly or indirectly, of Research Recommendation/ report/ analysis data and reports of any form is prohibited except with the written permission of Research Analyst Persons into whose possession the Research Recommendation/ report/ analysis may come are required to observe these restrictions. We do not undertake to advise you as to any change of our views expressed in this Research Recommendation/ report/ analysis may differ on account of differences in research methodology or difference in time horizons for which recommendations are made. Users should keep this risk in mind and not hold Research Analyst, its employees and associates responsible for any losses, damages of any type whatsoever.

We do not represent that it is accurate or complete and it should not be relied on in connection with a commitment or contract whatsoever. Because of the possibility of human, technical or mechanical error by our sources of transmission of Reports/Data, we do not guarantee the accuracy, adequacy, completeness or availability of any information and are not to be held responsible for any errors or omissions or for the results obtained from the use of such information. Research Analystand its employees including the analysts/authors shall not be in any way responsible for any indirect, special or consequential damages that may arise to any person from any inadvertent error in the information contained in the Research Recommendation/ report/ analysis nor do they take guarantee or assume liability for any omissions of the information contained therein. Information contained therein cannot be the basis for any claim, demand or cause of action. These data, reports and information do not constitute scientific publication and do not carry any evidentiary value whatsoever.

Recipients of the Research Recommendation/ report/ analysis should assume that Research Analystand its affiliates, employees, may; from time to time, have long or short positions in, buy or sell the investments in / product /securities of company (ies) mentioned in These and other activities of Research analystand its associates or employees may be in conflict of interest with respect to any recommendation and related information and opinions. Without limiting any of the foregoing, in no event shall Research Analyst and its associates or employees or any third party involved in, or related to, computing or compiling the information have any liability for any damages of any kind.

We further undertake that

i) No disciplinary action has been taken against the Research Analyst by any authority in connection with their respective business activity .ii)Research analysts, persons reporting to research analysts and their relatives may have financial interests and material conflict of interest in the subject company. ii) Research analysts,persons reporting to research analysts and their relatives may have actual/beneficial ownership of 1% or more in the subject company's securities, at the month immediately preceding the date of publication of this Research Recommendation/ report/ analysis

The user should consult their own advisors to determine the merits and risks of investment and also read the Risk Disclosure Documents for Capital Markets and Derivative Segments as prescribed by Securities and Exchange Board of India before investing in the Indian Markets.

** investments in the securities market are subject to market risk, we do not provide any kind of guaranteed return.

DHARMESH BHATT

(SEBI Regi.Research Analyst)

READ DISCLOSURE CAREFULLY  BEFORE INVESTING (2024)

FAQs

What should you read before you invest in a fund? ›

"The Intelligent Investor" "Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger" "The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns"

Why is disclosure important to investors? ›

Full disclosure of relevant information by businesses helps investors make informed decisions. It decreases the sentiment of mistrust and speculation and increases investor confidence as they feel fully prepared to make investment decisions with transparency in information at hand.

Why is it important to read a prospectus carefully before investing in a mutual fund? ›

Key Takeaways. A mutual fund prospectus is a legally binding agreement between the investor and the mutual fund. It contains crucial details about the fund's investment objectives, strategies, and historical performance. The prospectus also includes information about the fund managers and their financial background.

What needs to be disclosed to investors? ›

Financial Information. Financial information about the company is also material. The capitalization of the company should be discussed. The offering document should also discuss the company's assets, liabilities and cash flow and whether it has had any earnings.

What is the first book I should read on investing? ›

1. The Only Investment Guide You'll Ever Need, by Andrew Tobias. If you are truly just starting out in your investing journey, this book is a great place to start. You'll learn tips on how to save and invest for your future and get excellent advice on what to avoid in the financial world.

What is the first best investment rule? ›

Understand your investment

Before you invest, take time to do some research of your own – and never invest in a rush or in anything you don't fully understand. Some investments are professionally managed and can help you to align your long-term investment goals.

Why is it critical that potential investors read a prospectus carefully? ›

A prospectus is an important legal document that provides potential investors with information about a company's investment offering. Investors should review prospectuses carefully to understand the risks associated with an investment and verify whether the company's objectives align with their own.

Should I read a prospectus? ›

A prospectus is filed for offerings of stocks, bonds, and mutual funds. The prospectus can help investors make more informed investment decisions because it contains a host of relevant information about the investment or security.

What are the things to know before investing in mutual funds? ›

Consider the below factors:
  • Identify Your Investment Goals. Know your investment goals, i.e. identify whether you seek growth or value. ...
  • Time Horizon. Investment goals and time horizons go hand-in-hand. ...
  • Risk Tolerance. ...
  • Fund Performance. ...
  • Net Asset Value. ...
  • AMC Performance. ...
  • Expense Ratio. ...
  • Exit Load.
Feb 3, 2023

What 3 financial statements do investors require? ›

The income statement, balance sheet, and statement of cash flows are required financial statements. These three statements are informative tools that traders can use to analyze a company's financial strength and provide a quick picture of a company's financial health and underlying value.

What are the three types of disclosure? ›

There are three types of disclosure.
  • Authorized disclosure.
  • Willful unauthorized disclosure.
  • Inadvertent unauthorized disclosure.

What information do investors need before investing? ›

Investors will want to see information that indicates the current financial status of the business. Usually, they will expect to see current reports such as a profit and loss statement, a balance sheet and a cash flow statement as well as projections for the next two or three years.

How do I choose the right fund to invest in? ›

How do I decide which fund to invest in?
  1. Think about risk. Different funds have different levels of risk. ...
  2. Check independent fund ratings. Thousands of funds are given a rating by independent firms. ...
  3. Pay attention to charges. Investing isn't free. ...
  4. Don't only pay attention to fees. ...
  5. Look at the performance figures. ...
  6. Dig deeper.

What to check before investing in mutual funds? ›

What to Look for Before Investing in a Mutual Fund?
1Rating
2NAV
3Expense Ratio
4Entry load
5Exit load
10 more rows

How should a beginner start investing? ›

  1. Step 1: Set Clear Investment Goals. Begin by specifying your financial objectives. ...
  2. Step 2: Determine How Much You Can Afford To Invest. ...
  3. Step 3: Determine Your Tolerance for Risk. ...
  4. Step 4: Determine Your Investing Style. ...
  5. Choose an Investment Account. ...
  6. Step 6: Fund Your Stock Account.
May 20, 2024

How do you know if a fund is a good investment? ›

A comparison between the issue price and the current price of the fund shares, however, shows if the value of the fund has risen or fallen since its inception – and that in turn gives information about the talent of the fund management.

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