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.
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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.
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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
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."