Regulatory & Legal

Regulatory Disclosures & Non-Advisory Notice

Last updated: November 2026 · Governed under Indian law

SEBI Investment Adviser & Research Analyst Disclaimer

InvestResearch India is an independent financial technology and educational research platform. We are not registered as an Investment Adviser (IA) or Research Analyst (RA) with the Securities and Exchange Board of India (SEBI). All research, screeners, rating models, and financial calculators are for analytical, informational, and educational purposes only and do not constitute personalized investment advice.

Market Risk Disclosure

Mutual Fund investments and Equity securities are subject to market risks. Read all scheme and offer-related documents carefully before investing. Past performance is not indicative of future returns.

Detailed Regulatory Disclosures

1. Nature of Platform

InvestResearch India is an independent financial technology and educational analytics platform. All content published on this platform — including mutual fund ratings, stock screeners, portfolio analytics, and financial calculators — is for informational and educational purposes only. This platform does not provide personalized investment advice, portfolio management services, or brokerage services.

2. SEBI Registration Status

InvestResearch India is not registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser (IA) under SEBI (Investment Advisers) Regulations, 2013, or as a Research Analyst (RA) under SEBI (Research Analysts) Regulations, 2014. No fee-based advisory or recommendations are offered on this platform.

3. Data Sources & Accuracy

NAV data is sourced from the Association of Mutual Funds in India (AMFI) official feeds. Equity data is sourced from NSE India official Bhavcopy APIs. Macroeconomic data may be sourced from RBI, SEBI, and other public government sources. While InvestResearch India takes reasonable care to validate data quality, we do not guarantee completeness, accuracy, or timeliness of any data displayed on this platform.

4. Quantitative Rating Models

The InvestResearch v1.0-Quant 5-Star Rating Model is a proprietary quantitative screening model based on objective mathematical criteria including 3-year CAGR, Sharpe Ratio, Sortino Ratio, Maximum Drawdown, and category peer percentile rankings. These ratings are not recommendations to buy, sell, or hold any financial instrument. Past performance is not indicative of future returns.

5. No AMFI Distributor Affiliation

InvestResearch India is not an AMFI-registered Mutual Fund Distributor (ARN holder). We do not receive any distributor commissions, trail commissions, or brokerage from any fund house or financial product provider. All analysis is conducted strictly on Direct Plan data to eliminate distributor bias.

6. Union Budget FY 2026–27 Tax Information

Tax slabs, exemption limits, and capital gains tax rates provided on this platform reflect the Union Budget 2026–27 New Tax Regime as understood by InvestResearch India. Users should consult a qualified Chartered Accountant (CA) or Tax Consultant for personalized tax advice. InvestResearch India is not a tax advisory firm.

7. Grievance Redressal

For platform-related queries, data corrections, or regulatory compliance concerns, contact us at: compliance@investresearchindia.com