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Portfolio Disclosure

Market Risks

Key equity market risks that can affect the model portfolio include changes in:

• Market volatility, General market conditions

• Trading volumes/liquidity and settlement periods

• Interest rates, Rate of inflation

• Domestic and/or global political, economic and financial developments

• Policies and/or legal and regulatory frameworks by government and other appropriate authorities

Portfolio Risks

Key portfolio level risks that can affect the model portfolio include changes in:

• High exposure to specific sectors or industries can increase volatility and risk if adverse conditions affect those sectors disproportionately.

• Individual stocks within the portfolio may experience price volatility due to company-specific events such as earnings results, management changes, regulatory actions, or competitive developments.

• Certain stocks in the model portfolio may have limited liquidity, which could affect the ability to enter or exit positions without materially impacting the market price.

• The portfolio construction relies on models and assumptions that may not accurately predict future market movements. Any errors or limitations in data, inputs, or modeling techniques could impact portfolio performance

Determination of Benchmark index

• As the portfolio has exposure to Large caps, the comparable index has been determined as Nifty 50.

• The model portfolio’s performance may differ from that of the benchmark index due to differences in holdings, timing, and weighting decisions.

Rebalancing and Implementation Risks

• Differences in execution timing, transaction costs, and client-specific constraints may cause actual returns to deviate from the model portfolio’s theoretical performance.

Past Performance Disclaimer

• Past performance should not be relied upon as a guarantee of future results. The returns shown are model portfolio returns and do not represent actual trading.

• The returns shown are pre-expense but includes dividend. Actual results may differ due to transaction costs, timing, or other factors.

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