SEBI Registered : Research Analyst   Call : +91-98200 76161   Email : research@lotusfunds.com

Disclaimers and Disclosures


Disclaimers:

Trading and investing in stocks and commodities are a risk involving activity and thus has its own share of risk. Sincere efforts have been made to present the right investment perspective and thus the information contained herein is based on the analysis and the sources that we consider reliable. However, any action you choose to take in the markets is totally your own responsibility. Lotusfunds.com will not be liable for any, direct or indirect, consequential or incidental damages or loss arising out of the use of the information given in the website, phone or through SMS.

Lotusfunds.com has taken due care and caution in compilation of data for its web site. The views and investment tips expressed by investment experts on Lotusfunds.com are their own, and not that of the website or its management. Lotusfunds.com advises users to check with certified experts before taking any investment decision. However, Lotusfunds.com does not guarantee the accuracy, adequacy or completeness of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. Lotusfunds.com especially states that it has no financial liability whatsoever to any user on account of the use of information provided on its website.

There are risks associated with utilizing internet and short messaging system (sms) based information and research dissemination services. Subscribers are advised to understand that the services can fail due to failure of hardware, software, and Internet connection. While we ensure that the messages are delivered in time to the subscribers Mobile Network, the delivery of these messages to the customer’s mobile phone/handset is the responsibility of the customer’s Mobile Network. SMS may be delayed or not delivered to the customer’s mobile phone/handset on certain days, owing to technical reasons that can only be addressed by the customer’s Mobile Network, and LotusFunds and its employees cannot be held responsible for the same in any case.

LotusFunds – is a SEBI registered Research Analyst with SEBI Registration No. INH000001238. LotusFunds – Research Analyst does not provide any execution based/PMS based services. We only provide investment advice to customers on a pre-paid subscription basis. LotusFunds – Research Analyst does not have affiliations with any intermediary and hence does receive any remuneration or compensation of any form from any other intermediary.

1) Warning: “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.”
2) Market Risks refer to partial or permanent loss on your investments in certain market conditions.
3) "The securities quoted are for illustration only and are not recommendatory."
4) “Registration granted by SEBI and certification from NISM in no way guarantees the performance of the intermediary or provides any assurance of returns to investors.”
5) “Past performance is not indicative of future results.”
6) Details provided in any social media platforms are for educational purposes and should not be construed as investment advice by Lotus Funds. Investors should consult their investment advisor before making any investment decision.
7) All fee payments made by the client for research services provided by the research analyst shall necessarily be through SEBI specified mechanism for fee collection. Any payment made outside the specified mechanism shall not be considered as payment towards research services under SEBI 2013/SEBI (Research Analysts) Regulations,2014 and no grievances in this regard shall be entertained by SEBI recognized regulatory body or SEBI.”

This website/platform is provided for informational purposes only. By accessing or using this website/platform, you acknowledge and agree to the following:

1) No Investment Advice: The content on this website/platform does not constitute investment advice. It is not intended as an offer to sell or a solicitation to buy any financial instruments. You are solely responsible for making your investment decisions, and you should consult with a qualified financial advisor before making any investment.
2) Regulatory Compliance: We operate in accordance with SEBI Research Analyst, 2014 regulations and guidelines. Any information provided here is intended to be accurate and in compliance with SEBI requirements. However, we do not warrant or represent that the information provided on this website/platform is always up-to-date, accurate, or complete.
3) Risk Disclosure: Investing in financial markets involves risks. Past performance is not indicative of future results. You should carefully consider your risk tolerance and financial situation before making any investment.
4) No Liability: We do not accept any liability for any loss or damage, whether direct or indirect, that may result from reliance on or use of the information provided on this website/platform. We are not liable for any actions taken based on the content herein.
5) Third-Party Content: This website/platform may contain links to third-party websites or content. We do not endorse or control the content of these third-party websites and are not responsible for their accuracy, legality, or reliability.
6) Changes to Disclaimer: We reserve the right to modify or update this disclaimer at any time without notice. Your continued use of this website/platform constitutes your acceptance of any changes.


Contact Us

If you have any questions or concerns regarding information and services, please contact us at:
a) Email-ID: compliance@lotusfunds.com
b) Phone: +91-9820017751


Fundamental Disclaimers

1) We have prepared this report based on information believed to be reliable.
2) The recommendations herein are based on a 12-month horizon unless otherwise specified.
3) The Investment ratings and returns are based on absolute positive & negative returns.
4) After recommendations securities prices may fall or rise based on certain market conditions.
5) For reasons of valuations/return/lack of clarity/event we may revisit the rating at the appropriate time.
6) The opinions expressed are subject to change but we have no obligation to tell our clients when our opinions or recommendations change.
7) The client should understand the risk involved in the stock market at any certain market conditions and it may lead to partial or permanent loss of portfolio or investments.
8) We strictly follow the rules of SEBI Research Analyst Regulations, 2014, and do not indulge in any type of Investment advisory services.


SEBI Registration Details

  • Registered Name: "Pradyut Patnaik" for LotusFunds
  • Type of Registration: Research Analyst
  • Registration Number: INH000001238
  • Validity: Upto 01st August, 2025
  • Registered Office Address: B 904, Tulsi Gagan, Sector 21, Kharghar, Navi Mumbai, Maharastra 410210

Details of Principal Officer:

Name: Pradyut Patnaik
Email: pradyutpatnaik@gmail.com
Phone: 9820017751

Details of Compliance Officer

Name: Pradyut Patnaik
Email: pradyutpatnaik@gmail.com
Phone: 9820017751

• Note: If not satisfied with the response of the research analyst you can lodge your grievances with SEBI at http://scores.gov.in or you may also write to any of the offices   of SEBI. For any queries, feedback, or assistance, please contact the SEBI Office on the Toll-Free Helpline at 1800 22 7575 / 1800 266 7575. SEBI Investor complaint     “SCORE” link: - https://scores.gov.in/


Disclosures

Disclosures of all material information :

1) Business Activity: LotusFunds is engaged in the business of Research Analyst activities by providing Buy/Sell/Hold calls to their registered clients and Educational Services. LotusFunds is registered as a Research Analyst under SEBI (Research Analyst) Regulations, 2014. SEBI Reg. No. INH000001238.

2) Disciplinary History: There has been no instance of any Disciplinary action, penalty, etc. levied/passed by any regulation/administrative agencies against LotusFunds and its Partners.

3) Terms & Conditions of issuance of Research Report: The Research report is issued to the registered clients. The Research Report 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. We have also reviewed the research report for any untrue statements of material facts or any false or misleading information. The report is prepared solely for informational purposes and does not constitute an offer document or solicitation to buy or sell or hold or subscribe for securities or other financial instruments for clients.

4) RISK Disclosures: LotusFunds, 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. 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 does 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 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 with regard to ownership and material conflicts of interest:


1) LotusFunds or its research analysts or his/her relative or associate has any direct or indirect financial interest in the subject company -> NO

2) LotusFunds or its research analysts, or his/her relative or associate has any other material conflict of interest at the time of publication of the research report. -> NO

3) LotusFunds or its research analysts, or his/her relative or associates have actual ownership of one % or more securities of the subject company -> NO


Disclosures with regard to receipt of compensation:


1) LotusFunds or its associates have received any compensation from the subject company in the past twelve months -> NO.

2) LotusFunds or its associates have managed or co-managed public offering of securities for the subject in the past twelve months -> NO

3) LotusFunds or its associates have received any compensation or other benefits from the subject company or third party in connection with the research report -> NO

Disclosure: We may hold and trade in some stocks related to our recommendations, but our intention is educational not financial from those stocks. If any financial benefit arises in any form, it is purely coincidental. I have NO YouTube channels. Min-Max Quantity Limit: 1-10


Other Disclosures :


1) The research analyst has served as an officer, director, and employee of the subject company -> NO.

2) LotusFunds or its research analyst has been engaged in the market-making activity for the subject company -> NO

3) Lotus Funds or its associates have received any compensation from the subject company in the past twelve months -> NO


Lotus Funds Services Terms & Conditions :


1) LotusFunds service is valid for 1 year from the payment date.

2) We will provide 25+ Buy/Sell/Hold calls based on Technical and fundamental research analysis during the validity period.

3) The fees paid towards LotusFunds services and in case of pre-mature termination of the research services by the client or by LotusFunds, the clients can ask for refund for the fees for unexpired period.

4) Investors are advised to act according to their risk appetite, we are not providing Investment Advisory Services.

5) All Buy/Sell/Hold call updates will be received through WhatsApp or LotusFunds Mobile App or Email when provided.


Some of the risks associated with the securities market that will adversely affect your investments and portfolio are :


1) Market Risk: Companies often disclose the risks associated with market volatility. For example: "The company operates in a highly competitive industry, and its financial performance is subject to market fluctuations. Adverse changes in market conditions, such as changes in demand for our products or services, could negatively impact our revenue and profitability."

2) Financial Risk: Companies may disclose their exposure to financial risks, such as currency risk or interest rate risk: "We have significant foreign currency exposure due to our international operations. Fluctuations in exchange rates could affect our financial results."

3) Operational Risk: Companies may discuss risks related to their day-to-day operations: "Our manufacturing facilities are located in an area prone to natural disasters. Any disruption in our operations due to such events could result in production delays and financial losses."

4) Regulatory Risk: Companies may highlight risks related to changes in regulations or legal proceedings: "The regulatory environment in which we operate is subject to change. New regulations or legal actions could impact our business operations and financial results."

5) Competition Risk: Companies may discuss the competitive landscape and how it affects their business:" Our industry is highly competitive, with new entrants and existing competitors. Intense competition could lead to pricing pressures and reduced market share."

6) Technology Risk: In technology-driven sectors, companies might address technology-related risks:" Our business relies heavily on technology platforms. Any cybersecurity breaches or technological failures could compromise our data security and reputation."

7) Supply Chain Risk: Companies may disclose risks associated with their supply chain: "We source critical raw materials from a limited number of suppliers. Disruptions in the supply chain due to factors like supplier bankruptcy or geopolitical issues could impact our production."

8) Environmental and Sustainability Risk: Companies may address environmental and sustainability concerns: "Environmental regulations are becoming more stringent. Non-compliance with environmental standards or reputational damage related to sustainability issues could harm our business."

9) Credit Risk: For financial institutions, credit risk is a significant concern: "We have exposure to credit risk through our lending activities. Economic downturns or defaults by borrowers could lead to loan losses."

10) Litigation Risk: Companies may disclose ongoing or potential legal actions: "We are currently involved in several legal proceedings. Unfavourable outcomes in these cases could result in financial liabilities."