Indexis Financial Services

Disclaimer

Last Updated: July 2026 | Effective Date: Immediately upon publication

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Regulatory Warning (SEBI):

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

1. Professional Intermediation Scope

Indexis Financial Services Private Limited is a registered Authorised Person (AP) of Motilal Oswal Financial Services Limited. Our scope is confined to advising and acquiring clients for the products offered by our principal broker (MOSL). We are not registered as an independent Investment Adviser (IA) or Portfolio Manager (PMS) under SEBI. Any PMS, AIF, or mutual fund products discussed on this website are distributed or facilitated strictly under the corporate licenses of Motilal Oswal Financial Services Ltd.

2. No Guarantee of Returns

Any historical returns, CAGRs, or performance metrics shown on this website (such as on our mutual funds page, PMS charts, or IAP themes) are for educational and backtesting presentation purposes. Past performance is not a guarantee of future returns. Stock markets are subject to systematic and unsystematic risks. Investors are requested to assess their risk appetite and capital limits before allocating funds.

3. F&O and Commodity Derivatives Risk

Trading in derivatives (Futures & Options) carries a high level of risk and may result in the loss of deployed capital. A significant majority of retail traders in the F&O segment incur net financial losses. Algorithmic execution (via platforms like StratX) does not eliminate market risk. Commodity trading is also subject to global price changes, currency volatility, and leverage risks.

4. Calculators and Interactive Tools

All financial calculators (SIP calculators, Lumpsum calculators, and target planners) provided on indexis.in are meant to help you estimate returns based on hypothetical parameters. They are not accurate calculators of actual future performance and should not be relied upon as absolute projections of future wealth.

5. Third-Party Research & Widgets

Any stock analysis metrics, checklist scores, or SWOT analysis indicators displayed on our Stock Analysis page are powered directly by Trendlyne (SEBI RA Reg No. INH000022507) and are loaded live via their widgets. Indexis is not responsible for the accuracy of these ratings, and they do not reflect the opinions or recommendations of Indexis or Motilal Oswal.

For any legal or compliance queries, please reach out to our team at support@indexis.in.