Disclaimer & Disclosure

Disclaimer for PAN Card Collection, KYC Compliance & Client-Level Segregation

In compliance with SEBI Regulation and applicable circulars, it's mandatory to collect PAN (Permanent Account Number) details from all the users accessing our free DIY tool (non-advisory product), FINOLOGY 30 (RA product), and RESERVE (IA product). These PAN details will be used for regulatory purposes, including conducting KYC checks and enabling client-level segregation between research and distribution activities. This segregation ensures that clients involved in research services are not availing our distribution services (Finology Select).
The PAN details help to maintain records of communication, with both current and prospective clients. These records will be maintained for a minimum of five years as as mandated by SEBI. All PAN details will be securely stored and used exclusively for regulatory and compliance purposes. By registering on our platform, you consent to the collection, use, and retention of your PAN details for client-level segregation and record-keeping, as required by SEBI regulations and our privacy policy.

For Free DIY Tools

We have tried our best to ensure that the results presented by our tools are correct and reflect accurate calculations based on user input. However, we do not guarantee that this will be the case in all situations. Free DIY tools do not assure that the service is/will be accurate, complete, reliable, suitable, and free from any virus or interruption.
The user agrees that he uses the platform at his own risk and free DIY tools will not be responsible for any loss or damage incurred by him due to the use of this service or inability to use it for any reason beyond the control of the website or the company. The free DIY tools contain tools you can use to create your goals and check your financial health, including a risk profile tool which helps you identify your basic investment personality but is not a detailed risk profiling.

For Finology 30 (Finology’s RA service)

The readers are advised to further research on the subject company and consult an investment advisor before taking any decisions. Nothing contained in this document or cards shall be construed as investment or financial recommendation or advice. The author may change their views as and when time warrants without any notice.
The reports are not meant or directed for use or reference of any person residing, situated, or located in any place or jurisdiction where any such use or reference would be contrary to the local law(s). Any such user who receives this report is hereby advised to ignore it.
The reports are published on the basis of information publicly available, internal data and other reliable data sources believed to be true but the Company does not guarantee any accuracy or completeness of the same. The Company shall not be responsible for loss or damage faced by the reader(s) arising out of any error in the information contained in this report or any decision taken based on the same.
The information and content of the reports may not be reproduced, circulated, or conveyed by the readers in any form through any means without prior written permission of the Company.

For Reserve (Finology’s IA service)

Finology Reserve is an Investment Advisory Product offered by Finology Ventures Private Limited.
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
Your relationship with the Company will be governed by the Investment Advisory Agreement signed with you and the terms of use of this site.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors.
For further details, please read the detailed disclaimer here.