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LevelIQ is NOT a SEBI registered Investment Advisor or Research Analyst. All information on this platform is for educational purposes only and does not constitute investment advice.

Disclaimer

Last updated: July 2026

Not Investment Advice

The information, analysis, scores, and insights provided by LevelIQ are for educational and informational purposes only. Nothing on this platform should be construed as investment advice, financial advice, trading advice, or any other form of advice. LevelIQ does not recommend buying, selling, or holding any specific securities, mutual funds, or other financial instruments.

Not SEBI Registered

LevelIQ is not registered with the Securities and Exchange Board of India (SEBI) as an Investment Advisor, Research Analyst, Portfolio Manager, or any other regulated category. LevelIQ operates purely as a data analytics and education platform.

Historical Data

Any historical data, patterns, or statistics presented on LevelIQ are based on past performance. Past performance and historical patterns do not guarantee future results. Markets are subject to various risks and uncertainties.

Portfolio Health Score™

The Portfolio Health Score™ is a proprietary algorithmic score based on statistical analysis of portfolio overlap, sector concentration, and diversification metrics. It is not an assessment of investment quality, expected returns, or future performance. It should not be used as the sole basis for investment decisions.

Data Accuracy

While LevelIQ strives to provide accurate data, we cannot guarantee the accuracy, completeness, or timeliness of information from third-party sources including AMFI, NSE, and BSE. Users should verify important information independently.

No Fiduciary Duty

LevelIQ does not act as a fiduciary to any user. We have no obligation to act in your best financial interest. Our platform provides data tools — the investment decisions are entirely yours.

Risk Warning

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Returns from mutual funds are not guaranteed. The value of investments can go down as well as up.

Consult a Professional

Before making any investment decision, we strongly recommend consulting a SEBI registered Investment Advisor or Research Analyst who can provide personalized advice based on your specific financial situation, goals, and risk appetite.

Limitation of Liability

LevelIQ, its founders, employees, and affiliates shall not be liable for any investment losses, financial losses, or any other damages arising from the use of this platform or reliance on information provided herein.

By using LevelIQ, you acknowledge that you have read, understood, and agree to this disclaimer.
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