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Curating elite strategies - just for you.

fnotattva.com

SEBI Registered

Model Portfolio Disclosure

RESEARCH ANALYST DETAILS

MODEL PORTFOLIO STRATEGY OVERVIEW

This model portfolio is part of a research-based strategy, published and managed by the SEBI-registered Research Analyst. It consists primarily of index derivatives (NIFTY/BANKNIFTY options), constructed with the aim of managing directional risk, time decay, and volatility through a mix of long and short option positions.
Important Clarification:
This model portfolio is a general research idea and not personalized to any client’s financial situation, income, or risk profile. No personalized investment advice or portfolio management is being offered.

STRATEGY CHARACTERISTICS

RISKS INVOLVED

Clients must be aware of and accept the following risks:
  • This is a non-discretionary, non-advisory, research-only model portfolio
  • Exposure to derivatives involves:
    • Market risk
    • Directional risk
    • Volatility risk
    • Time decay (Theta)
  • There is no assurance of profit or capital protection
  • Clients are responsible for understanding the risk and suitability.

FEES & CONSIDERATION

Any fees collected are strictly for research access.
No fund management, performance-linked fees, or advisory compensation is charged

COMPLIANCE DECLARATION

This disclosure is provided in compliance with Regulation 18 and Code of Conduct as per SEBI (Research Analysts) Regulations, 2014, particularly:
Regulation 15(9): Model Portfolio disclosure must be clearly shared with clients
Regulation 16€: Research Analysts must avoid misleading presentations
Regulation 16(f): Clients must be made aware of the limitations of model portfolios