Disclosures


  1. Wyridian Advisors LLP (hereinafter referred to as “Wyridian”) is registered with SEBI as a Portfolio Manager vide registration number INP000005953 to offer investment management, portfolio management, and advisory services to High Networth Individuals (HNIs), institutional clients, corporates and other permissible class of Investors.
  2. The Portfolio Manager was incorporated December 11, 2017. Wyridian received an approval to practice the business of Portfolio Management, as defined by SEBI (Portfolio Managers) Regulation, 1993. The approval was granted on 27 February 2018.
  3. We have neither been suspended or debarred from doing business by any Stock Exchange / SEBI or any other authorities; nor has our certificate of registration been cancelled by SEBI at any point of time.
  4. Wyridian is not engaged in merchant banking, investment banking or any brokerage services.
  5. Unless otherwise stated, the percentage returns displayed on the website for comparing performance with any benchmark are Absolute Returns.
  6. Our research and advisory services offered through smallcase.com (“smallcases”) should not to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security in any jurisdiction where such offer or solicitation would be illegal. Smallcases do not constitute a personal recommendation or take into account the particular investment objectives, financial situations, risk profile and needs of individual clients.
  7. The content and data available on upsideAI.com, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers might include back tested/simulated results calculated via a standard methodology and do 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 Wyridian.
  8. “Back-testing” is the application of a quantitative model to historical market data to generate hypothetical performance during a prior period. Use of back-tested data has inherent limitations including the following:
    1. The results do not reflect the results of actual trading or the effect of material economic and market conditions on the decision-making process, but were achieved by means of retrospective application, which may have been designed with the benefit of hindsight.
    2. Calculation of such back-tested performance data is based on assumptions integral to the model which may or may not be testable and are therefore subject to losses.
    3. Actual performance may differ significantly from back-tested performance. Back-tested results are not adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, do not include the effect of back-tested transaction costs.
    4. Back-tested returns do not represent actual returns and should not be interpreted as an indication of such.
  9. All information present on upsideAI.com is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investor should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on smallcase.com is one among many other things that should be considered while making an investment decision. Past performance does not guarantee future returns and performance of smallcases are subject to market risk. Investments in securities market are subject to market risks and investors should read all the related documents carefully before investing.
  10. Our products are not to be construed as a product based on or linked to an index developed by the NSE Indices as Wyridian is not in the index manufacturing business. Having said this, Wyridian is not restricted in comparing the performances of our products with any other index.
  11. Wyridian is not licensed to any exchange, trading or settling venue outside India.
  12. While we endeavour to update the information / material on our products, on a reasonable basis, there may be regulatory, compliance or other reasons that prevent us from doing so.
  13. We and our affiliates/associates, officers, directors, and employees (including relatives) worldwide may: (a) from time to time, have long or short positions in, and buy or sell the securities thereof, of company (ies) mentioned herein or (b) be engaged in any other transaction involving such securities and earn brokerage or other compensation or act as a market maker in the financial instruments of the subject company/company (ies) or act as advisor or lender / borrower to such company (ies) or have other potential/material conflict of interest with respect to any company(ies) included in Wyridian’s research.
  14. Wyridian does not provide any promise or assurance of favourable view for a particular industry or sector or business group in any manner. The investor is requested to take into consideration all the risk factors including their financial condition, suitability to risk return profile and take professional advice before investing.
  15. No part of this material may be duplicated in any form and/or redistributed without the prior written consent of Wyridian.
  16. Please refer to our disclosure document on https://upsideai.com/portfolio-management-services/ for more disclosures and risk factors
  17. Disclosures for Wyridian
    • Wyridian’s officer, director or employee has served as an officer, director or employee of subject company(ies): No
    • We or our associates may have received compensation from the subject company(ies) in the past 12 months.
    • We or our associates have managed or co-managed public offering of securities for the subject company(ies) in the past 12 months: No
    • We or our associates may have received compensation for investment banking or merchant banking or brokerage services from the subject company(ies) in the past 12 months: No
    • We or our associates may have received any compensation for products or services other than investment banking or merchant banking or brokerage services from the subject company(ies) in the past 12 months: No
    • We or our associates may have received compensation or other benefits from the subject company(ies) or third party in connection with the smallcases. Our associates may have financial interest in the subject company(ies).
    • Wyridian’s officer, director or employee (or his/her relative’s) financial interest in the subject company(ies): No

Please refer to further disclosures of our technology service provider, smallcase Technologies here: https://www.smallcase.com/meta/disclosures

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