Disclosures

1. Regulatory Status

Factor Screener is operated by Paritosh Negi, a sole proprietorship. Factor Screener is not registered with SEBI (Securities and Exchange Board of India) as an investment advisor, research analyst, or in any other capacity under the SEBI (Research Analysts) Regulations, 2014 or SEBI (Investment Advisers) Regulations, 2013.

Factor Screener does not provide personalized investment advice, portfolio management services, or trade recommendations. The screening tools and metrics on this Site are educational and informational in nature.

2. Not Investment Advice

All content on Factor Screener, including outperformance metrics, tracking quality scores, momentum indicators, fund comparisons, and calculator outputs, is provided for informational and research purposes only. It does not constitute:

• Investment advice or recommendations
• An offer or solicitation to buy or sell securities
• Financial planning or portfolio allocation advice
• Tax or legal advice

Past performance and historical metrics do not guarantee future results. You should consult a qualified financial advisor before making investment decisions.

3. Data Sources and Accuracy

Factor Screener aggregates and processes data from publicly available sources, including but not limited to:

• Association of Mutual Funds in India (AMFI) NAV data and scheme information
• BSE and NSE index data
• Publicly disclosed fund portfolios and benchmark indices

While we make reasonable efforts to ensure accuracy, we do not guarantee the completeness, timeliness, or correctness of any data displayed on the Site. Data may contain errors, delays, or omissions. You should cross-check information with official sources before relying on it.

4. Risk Warnings

Investments in mutual funds, index funds, and stocks are subject to market risks. There is no assurance or guarantee that any investment objective will be achieved. Factors affecting performance include, but are not limited to:

• Market volatility and economic conditions
• Interest rate fluctuations
• Fund management decisions and strategy changes
• Tracking error in index funds
• Liquidity risk in stocks

You are solely responsible for understanding these risks and making your own investment decisions.

5. Conflict of Interest

Paritosh Negi, as the proprietor of Factor Screener, may hold positions in securities that appear on the Site. The Site does not provide trade signals or recommendations based on the proprietor’s personal holdings. Screener rankings, metrics, and data are generated algorithmically and are not influenced by any personal positions.

Factor Screener offers a paid Pro membership. This is disclosed transparently on the Pricing page. Payment for Pro membership does not affect the screening results, rankings, or data displayed on the Site.

6. SEBI Caution

As per SEBI guidelines, investors are advised to:

• Read all scheme-related documents carefully before investing.
• Be aware that past performance is not indicative of future returns.
• Verify the credentials of any entity offering investment advice through SEBI’s official website.