Wizemarkets Analytics Private Limited (hereafter referred to as “Capitalmind”) is a SEBI registered Portfolio Manager (INP000005847).

Please carefully note that by using this Website, you are agreeing to be bound by all of the terms and conditions and privacy policy of this Website (Smallcase Disclosures| Smallcase Privacy]. Users are advised to read all investment related documents carefully before investing.

Capitalmind reserves the right to select the users of the Website and may take decisions as to whether a person is permitted or not to use the services provided on this Website.

Capitalmind offers different services including Premium, Wealth and portfolios on Smallcase that are described below.

· Capitalmind offers Research and Model Portfolios through Capitalmind Premium (capitalmind.in) - our subscription product for investors looking to become better investors and manage their money on their own (“Premium”)

· Capitalmind offers Portfolio Management Services through Capitalmind Wealth - our wealth management service for investors who can invest more than INR 50 lakhs and are looking for someone to manage their money for them (“Wealth”).

· Capitalmind offers Model portfolios on this Website (“Smallcase”) that may be variants of similar portfolios we offer in our Portfolio Management Services (Wealth) or Subscription services (Premium).

Variations between similar portfolios across these services are often due to liquidity of the stock or limitations of the service (Wealth vs Premium vs Smallcase etc). Each of our services follows its own cadence and frequency of updates - portfolio changes, exits, additions etc. that are determined by the Capitalmind team as per its own judgement.

Customers of any Capitalmind service should take note that the various services (Wealth vs Premium vs Smallcase etc.) may not be aligned when it comes to portfolio and investment recommendations. For example, a recommendation made in one service may have already been made or may be made later in the other services. Further, portfolio changes in one service may run counter to positions in a different service offered by Capitalmind, and any such conflict is incidental and not by design.

No content on this Website should be construed to be investment advice. Information on this Website including data, reports, [index value, return numbers or rationale] are for information purposes only. Users should use their own judgment or consult a qualified financial advisor prior to making any actual investment or trading decisions.

While the Website may state strategies or positions in the market, the intent is solely to showcase effective risk-management in dealing with financial instruments. Any trading done on the basis of this information is at your own, sole risk. Equity investments, stocks and ETFs are subject to market and investment risk. Users may experience significant loss of capital and please note that past returns do not guarantee future returns. [Charts and performance numbers are backtested / simulated results calculated via a standard methodology and may not include the impact of transaction fee and other related costs. Data used for calculation of historical returns and other information is provided by exchange approved third party data vendors and has neither been audited nor validated by Capitalmind.]

The information, material and services provided on this Website is on an “as is” basis. While Capitalmind takes all due measures to ensure that the information on this Website is reliable, the information may not accurate. The positions stated on the Website are simulated based on sample sets and are calculated via standard methodology and are not comprehensive reflection of all positions taken by all our clients. Some of the information provided herein may be dated and may not reflect the most current positions taken by Capitalmind in each of its strategies.

Articles, reports, data provided by contributors are solely their personal views and Capitalmind does not endorse any of them and such views shall not be considered as views of Capitalmind.

Information on this Website may not be suitable for all investors and investments shall be made in view of the risk appetite and investment objective by each User. Capitalmind does not offer any product/service with assured/guaranteed returns.

Capitalmind, its directors, subsidiaries, affiliates, employees, agents or representatives shall not be responsible for any losses, damages or any expenses of whatsoever nature arising out of the investment decision taken by any person by use of or relying on the information provided on this Website.

Capitalmind relies on services of certain third parties and may refer to or provide information or links to third party sites. Capitalmind does not bear responsibility for the services provided by such third parties and for any third-party links and inclusions.

The payment you make to Capitalmind for our Smallcase is the fee to access our model portfolio. It is not the funds you will invest in the Smallcase.

If you are not agreeable with any of the terms and provisions mentioned herein, you are requested to please refrain from usage of this Website. Capitalmind does not offer refunds for the Smallcase product.

Support - Contact us at smallcase@capitalmind.in for any queries and assistance.