Wealthoria

Wealthoria Education Private Limited

Educational Content and Regulatory Disclosure

Effective date4 April 2026
Applies toAll content, courses and channels published by Wealthoria Education Private Limited

1. Nature and Purpose of Our Content

Wealthoria Education Private Limited is committed to providing responsible financial education and investor awareness content while adhering to applicable laws, regulations, circulars and guidelines issued by the Securities and Exchange Board of India (SEBI).

Our primary objective is to provide general financial-market education, financial literacy and investor awareness. Our educational content may include, among other subjects:

  • Stock-market and investment concepts
  • Fundamental analysis and financial-statement analysis
  • Business-model, industry and sector analysis
  • Economic and market concepts
  • Valuation methodologies
  • Risk-management concepts
  • Asset allocation and diversification
  • Behavioural finance and investment psychology
  • Portfolio-construction concepts
  • Technical-analysis concepts for educational purposes
  • Corporate announcements and financial results explained from an educational perspective
  • Historical market events and case studies
  • Government policies and their potential impact on industries
  • General concepts relating to equities, mutual funds, bonds and other financial-market instruments
  • Methods and frameworks investors can use to conduct their own analysis and due diligence

The purpose of such content is to educate and improve financial-market understanding and analytical capability.

2. Educational Content Is Not Investment Advice

Our educational content is intended to provide general information and education and should not be construed as personalised investment advice or a recommendation to buy, sell or hold any security.

Unless expressly provided by an appropriately registered and authorised entity/person under the applicable regulatory framework, our educational content does not constitute:

  • Investment advice or personalised investment advice
  • A research recommendation
  • A trading call
  • A buy, sell or hold recommendation
  • A portfolio-specific recommendation
  • An entry or exit recommendation
  • A target-price or stop-loss recommendation
  • A solicitation or offer to transact in securities
  • Any assurance or guarantee of returns or profits

We do not make investment decisions on behalf of viewers, readers, students or participants.

3. Education Versus Investment Recommendation

We recognise the distinction between genuine investor education and activities that may constitute investment advice or recommendation under the applicable SEBI regulatory framework.

Our educational content is structured with the objective of explaining concepts, analytical methodologies, frameworks, financial information and investment principles, rather than providing unauthorised personalised investment recommendations.

Educational explanations may discuss how an investor can evaluate revenue growth, profitability, ROE and ROCE, cash flows, debt, working capital, competitive advantages, management quality, capital allocation, industry structure and valuation methodologies. Such educational discussion should not be interpreted as a direction or instruction to invest in any particular security.

4. Discussion of Companies and Securities

From time to time, our educational content may refer to or discuss specific companies, securities, sectors, indices or financial instruments for educational illustration, historical case studies, explaining analytical concepts, understanding business models, analysing financial statements, understanding industry developments, explaining corporate events or demonstrating analytical methodologies.

The mention, discussion or analysis of a company or security does not, by itself, constitute a recommendation to buy, sell or hold that security. Viewers and readers should independently evaluate the relevant security and should not make investment decisions solely on the basis of our educational content.

5. Market Price and Market Data

We recognise that SEBI has prescribed specific requirements concerning the sharing and usage of securities-market price data for educational purposes.

We endeavour to comply with the applicable requirements relating to market-price data, market information, charts and other securities-market data, including the requirements under SEBI Circular No. HO/47/17/12(11)2025-MRD-POD3/I/11107/2026 dated 8 May 2026 – Norms for sharing and usage of price data for educational purposes, including the applicable requirements effective from 1 July 2026.

Market data used in our educational content is therefore subject to the applicable regulatory requirements and permitted use conditions.

6. No Guarantee or Assurance of Returns

We do not guarantee, assure or promise any specific return, profit, capital appreciation, future price, investment performance or financial outcome.

Any historical return, performance figure, hypothetical calculation, illustration, back-tested result or historical example presented in our educational content is provided solely for educational and analytical purposes.

Past performance is not indicative of future results. Securities-market investments are subject to market risks, including the possible loss of part or all of the principal invested.

7. Historical and Hypothetical Examples

Historical companies, securities, prices, returns, charts, financial results and market events may be used to explain investment concepts. Similarly, hypothetical examples may be used to demonstrate compounding, valuation, asset allocation, risk, portfolio construction, return calculations and financial planning.

Such examples are illustrative and educational only and should not be interpreted as forecasts, guarantees or recommendations.

8. No Personalised Investment Recommendations

Our general educational content does not take into consideration the individual circumstances of each viewer or reader, including income, existing assets and liabilities, investment objectives, risk tolerance, investment horizon, liquidity requirements, tax circumstances or individual financial situation.

Accordingly, no viewer or reader should treat general educational content as personalised investment advice.

Individuals seeking personalised investment advice should consult an appropriately SEBI-registered Investment Adviser.

9. Independent Research and Due Diligence

We encourage investors to undertake appropriate independent research and due diligence before making any investment decision.

Such independent assessment should ordinarily include, among other factors, consideration of the following:

  • Financial position
  • Business fundamentals
  • Valuation
  • Risk factors
  • Management quality
  • Industry conditions
  • Regulatory developments
  • Investment horizon
  • Individual risk profile

No investment decision should be made solely on the basis of information published by Wealthoria Education Private Limited.

10. Educational Courses and Workshops

Our courses, workshops, webinars and educational programs are designed to provide financial-market education and analytical knowledge. Educational subjects may include fundamental analysis, technical-analysis concepts, financial-statement analysis, business analysis, valuation, risk management, asset allocation, mutual-fund concepts, investment psychology and other financial-market concepts.

Participation in an educational program does not create an adviser-client relationship unless such relationship is separately established through an appropriately regulated and authorised arrangement.

11. Social Media and Digital Platforms

The same principles apply to content published through YouTube, Instagram, Facebook, X and other social-media platforms, websites, blogs, podcasts, webinars, online communities, messaging platforms and other digital communication channels.

Changing the platform does not change the nature or regulatory requirements applicable to the underlying communication. We endeavour to ensure that our digital content remains within the applicable regulatory framework governing educational activities.

12. Referral, Affiliate and Commercial Relationships

Where applicable, we may have commercial, referral, affiliate or other business relationships with third-party platforms or service providers.

Any such relationship will not alter the educational nature of our content. Where a disclosure is required in relation to a particular commercial relationship, sponsorship, paid promotion, referral arrangement or other material connection, appropriate disclosure will be provided in accordance with applicable requirements.

Commercial relationships should not be interpreted as an endorsement or recommendation of any particular financial product or security unless expressly stated by an appropriately authorised and regulated entity.

13. SEBI Regulatory Framework

Our educational-content practices are designed with reference to applicable SEBI regulations, circulars and guidelines, including, as applicable:

A. SEBI Circular dated 29 January 2025

Circular No. SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2025/11 relating to provisions concerning association of persons regulated by SEBI, Market Infrastructure Institutions and their agents with persons engaged in prohibited activities. This framework is relevant to distinguishing legitimate investor education from activities involving unauthorised advice/recommendations and unpermitted claims relating to returns or performance.

B. SEBI Circular dated 8 May 2026

Circular No. HO/47/17/12(11)2025-MRD-POD3/I/11107/2026 – Norms for sharing and usage of price data for educational purposes. This framework governs the sharing and usage of securities-market price data for educational purposes, including the applicable requirements effective from 1 July 2026.

C. SEBI Circular dated 26 February 2026

Circular No. HO/(79)2026-MIRSD-PODMMC – Ease of Doing Investment (EoDI): Disclosure of registered name and registration number by SEBI-regulated entities and their agents on Social Media Platforms (SMPs). Where applicable to a SEBI-regulated entity or person, the prescribed social-media disclosure requirements shall be followed.

14. Important Regulatory Limitation

Regulatory requirements may change from time to time. Accordingly, this disclosure is based on the regulatory framework applicable as of the effective date stated above and may be amended when applicable laws, regulations, circulars, guidelines or regulatory interpretations change.

The existence of this disclosure should not be interpreted as a representation that any particular content, communication or activity has been approved, endorsed, certified or registered by SEBI.

15. Investor Awareness Statement

Wealthoria Education Private Limited believes that responsible financial education should help investors understand how to think about investments, rather than simply tell them what to buy or sell.

Our objective is to promote: Financial literacy → Analytical thinking → Risk awareness → Independent decision-making.

We encourage investors to understand the risks associated with securities-market investments and to seek professional advice from appropriately regulated professionals whenever personalised advice is required.

FINAL DISCLAIMER

Wealthoria Education Private Limited provides general educational and informational content relating to financial markets and investing. Such content is not intended to constitute investment advice, personalised investment advice, research recommendation, trading call, solicitation, offer to buy or sell securities, or any assurance or guarantee of returns or profits. References to companies, securities, sectors, indices, financial instruments, prices, charts, historical performance or market events are provided for educational, analytical or illustrative purposes and should not be interpreted as a recommendation to buy, sell or hold any security. Investors should conduct their own research and due diligence and consider their individual financial circumstances, objectives and risk profile before making any investment decision. Where personalised investment advice is required, investors should consult an appropriately SEBI-registered Investment Adviser. Securities-market investments are subject to market risks, including the possible loss of part or all of the principal invested. Past performance is not indicative of future results. Wealthoria Education Private Limited is committed to responsible financial education and to following applicable SEBI regulations, circulars and guidelines governing educational activities and investor awareness.

Wealthoria Education Private Limited provides general financial-market education and investor awareness content. It does not provide investment advice or research recommendations.

© 2026 Wealthoria Education Private Limited. All rights reserved. · Last updated 4 April 2026

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Wealthoria Education Private Limited

Educational Content ಮತ್ತು Regulatory Disclosure

ಜಾರಿಗೆ ಬಂದ ದಿನಾಂಕ4 April 2026
ಯಾವುದಕ್ಕೆ ಅನ್ವಯWealthoria Education Private Limited ಪ್ರಕಟಿಸುವ ಎಲ್ಲಾ content, courses ಮತ್ತು channels

1. ನಮ್ಮ Content ನ ಸ್ವರೂಪ ಮತ್ತು ಉದ್ದೇಶ

Wealthoria Education Private Limited, Securities and Exchange Board of India (SEBI) ಹೊರಡಿಸುವ ಅನ್ವಯಿಸುವ laws, regulations, circulars ಮತ್ತು guidelines ಗಳನ್ನು ಪಾಲಿಸುವ ಉದ್ದೇಶದಿಂದ ಜವಾಬ್ದಾರಿಯುತ financial education ಮತ್ತು investor awareness content ಅನ್ನು ಒದಗಿಸುತ್ತದೆ.

ನಮ್ಮ ಮುಖ್ಯ ಉದ್ದೇಶ general financial-market education, financial literacy ಮತ್ತು investor awareness ಒದಗಿಸುವುದು. ನಮ್ಮ educational content ನಲ್ಲಿ, ಇವು ಸೇರಿದಂತೆ, ಕೆಳಗಿನ ವಿಷಯಗಳು ಇರಬಹುದು:

  • Stock-market ಮತ್ತು investment concepts
  • Fundamental analysis ಮತ್ತು financial-statement analysis
  • Business-model, industry ಮತ್ತು sector analysis
  • Economic ಮತ್ತು market concepts
  • Valuation methodologies
  • Risk-management concepts
  • Asset allocation ಮತ್ತು diversification
  • Behavioural finance ಮತ್ತು investment psychology
  • Portfolio-construction concepts
  • Educational purpose ಗಾಗಿ Technical-analysis concepts
  • Corporate announcements ಮತ್ತು financial results ಅನ್ನು educational perspective ನಲ್ಲಿ ವಿವರಿಸುವುದು
  • Historical market events ಮತ್ತು case studies
  • Industries ಮೇಲೆ Government policies ನ ಸಾಧ್ಯ ಪರಿಣಾಮ
  • Equities, mutual funds, bonds ಮತ್ತು ಇತರೆ financial-market instruments ಕುರಿತ general concepts
  • Investors ತಮ್ಮದೇ analysis ಮತ್ತು due diligence ಮಾಡಲು ಬಳಸಬಹುದಾದ methods ಮತ್ತು frameworks

ಇಂತಹ content ನ ಉದ್ದೇಶ financial-market understanding ಮತ್ತು analytical capability ಅನ್ನು ಅಭಿವೃದ್ಧಿಪಡಿಸುವುದು.

2. Educational Content ಎಂದರೆ Investment Advice ಅಲ್ಲ

ನಮ್ಮ educational content general information ಮತ್ತು education ಒದಗಿಸುವ ಉದ್ದೇಶ ಹೊಂದಿದ್ದು, ಯಾವುದೇ security ಅನ್ನು buy, sell ಅಥವಾ hold ಮಾಡುವ personalised investment advice ಅಥವಾ recommendation ಎಂದು ಪರಿಗಣಿಸಬಾರದು.

ಅನ್ವಯಿಸುವ regulatory framework ಅಡಿಯಲ್ಲಿ ಸೂಕ್ತವಾಗಿ registered ಮತ್ತು authorised entity/person ಮೂಲಕ ಪ್ರತ್ಯೇಕವಾಗಿ ನೀಡಲಾಗದ ಹೊರತು, ನಮ್ಮ educational content ಇವುಗಳಲ್ಲಿ ಯಾವುದನ್ನೂ ಒಳಗೊಂಡಿರುವುದಿಲ್ಲ:

  • Investment advice ಅಥವಾ personalised investment advice
  • Research recommendation
  • Trading call
  • Buy, sell ಅಥವಾ hold recommendation
  • Portfolio-specific recommendation
  • Entry ಅಥವಾ exit recommendation
  • Target-price ಅಥವಾ stop-loss recommendation
  • Securities transaction ಗೆ solicitation ಅಥವಾ offer
  • Returns ಅಥವಾ profits ಕುರಿತು assurance ಅಥವಾ guarantee

Viewers, readers, students ಅಥವಾ participants ಪರವಾಗಿ ನಾವು investment decisions ತೆಗೆದುಕೊಳ್ಳುವುದಿಲ್ಲ.

3. Education ಮತ್ತು Investment Recommendation ನಡುವಿನ ವ್ಯತ್ಯಾಸ

Genuine investor education ಮತ್ತು ಅನ್ವಯಿಸುವ SEBI regulatory framework ಅಡಿಯಲ್ಲಿ investment advice ಅಥವಾ recommendation ಆಗಬಹುದಾದ activities ನಡುವಿನ ವ್ಯತ್ಯಾಸವನ್ನು ನಾವು ಗುರುತಿಸುತ್ತೇವೆ.

ನಮ್ಮ educational content concepts, analytical methodologies, frameworks, financial information ಮತ್ತು investment principles ಅನ್ನು ವಿವರಿಸುವ ಉದ್ದೇಶದಿಂದ ರೂಪಿಸಲಾಗುತ್ತದೆ; unauthorised personalised investment recommendations ನೀಡುವ ಉದ್ದೇಶದಿಂದ ಅಲ್ಲ.

ಉದಾಹರಣೆಗೆ, Revenue growth, profitability, ROE, ROCE, cash flows, debt, working capital, competitive advantages, management quality, capital allocation, industry structure ಮತ್ತು valuation methodologies ಅನ್ನು investor ಹೇಗೆ evaluate ಮಾಡಬಹುದು ಎಂಬುದನ್ನು ನಾವು ವಿವರಿಸಬಹುದು. ಇಂತಹ educational discussion ಅನ್ನು ಯಾವುದೇ ನಿರ್ದಿಷ್ಟ security ಯಲ್ಲಿ invest ಮಾಡಲು direction ಅಥವಾ instruction ಎಂದು ಅರ್ಥೈಸಬಾರದು.

4. Companies ಮತ್ತು Securities ಕುರಿತು Discussion

ಕಾಲಕಾಲಕ್ಕೆ ನಮ್ಮ educational content ನಲ್ಲಿ ನಿರ್ದಿಷ್ಟ companies, securities, sectors, indices ಅಥವಾ financial instruments ಗಳನ್ನು educational illustration, historical case study, analytical concepts ವಿವರಿಸಲು, business models ಅರ್ಥಮಾಡಿಕೊಳ್ಳಲು, financial statements analyse ಮಾಡಲು, industry developments ತಿಳಿಯಲು, corporate events ವಿವರಿಸಲು ಅಥವಾ analytical methodologies demonstrate ಮಾಡಲು ಉಲ್ಲೇಖಿಸಬಹುದು.

ಯಾವುದೇ company ಅಥವಾ security ಯ mention, discussion ಅಥವಾ analysis ಸ್ವತಃ ಆ security ಯನ್ನು buy, sell ಅಥವಾ hold ಮಾಡುವ recommendation ಆಗುವುದಿಲ್ಲ. Viewers ಮತ್ತು readers ಸಂಬಂಧಿತ security ಯನ್ನು ಸ್ವತಂತ್ರವಾಗಿ evaluate ಮಾಡಬೇಕು ಮತ್ತು ನಮ್ಮ educational content ಆಧಾರದ ಮೇಲೆ ಮಾತ್ರ investment decision ತೆಗೆದುಕೊಳ್ಳಬಾರದು.

5. Market Price ಮತ್ತು Market Data

SEBI educational purposes ಗಾಗಿ securities-market price data ಅನ್ನು share ಮತ್ತು use ಮಾಡುವ ಕುರಿತು ನಿರ್ದಿಷ್ಟ requirements ನ್ನು prescribed ಮಾಡಿರುವುದನ್ನು ನಾವು ಗುರುತಿಸುತ್ತೇವೆ.

Market-price data, market information, charts ಮತ್ತು ಇತರೆ securities-market data ಗೆ ಸಂಬಂಧಿಸಿದ ಅನ್ವಯಿಸುವ requirements ಗಳನ್ನು, SEBI Circular No. HO/47/17/12(11)2025-MRD-POD3/I/11107/2026 dated 8 May 2026 – Norms for sharing and usage of price data for educational purposes, ಸೇರಿದಂತೆ, 1 July 2026 ರಿಂದ ಅನ್ವಯಿಸುವ requirements ಗಳೊಂದಿಗೆ, ಪಾಲಿಸಲು ನಾವು ಪ್ರಯತ್ನಿಸುತ್ತೇವೆ.

ನಮ್ಮ educational content ನಲ್ಲಿ ಬಳಸುವ market data ಅನ್ವಯಿಸುವ regulatory requirements ಮತ್ತು permitted-use conditions ಗೆ ಒಳಪಟ್ಟಿರುತ್ತದೆ.

6. Returns ಕುರಿತು ಯಾವುದೇ Guarantee ಅಥವಾ Assurance ಇಲ್ಲ

ಯಾವುದೇ ನಿರ್ದಿಷ್ಟ return, profit, capital appreciation, future price, investment performance ಅಥವಾ financial outcome ಅನ್ನು ನಾವು guarantee, assure ಅಥವಾ promise ಮಾಡುವುದಿಲ್ಲ.

Educational content ನಲ್ಲಿ ನೀಡುವ historical return, performance figure, hypothetical calculation, illustration, back-tested result ಅಥವಾ historical example ಗಳು educational ಮತ್ತು analytical purposes ಗಾಗಿ ಮಾತ್ರ.

Past performance future results ಗೆ indicative ಅಲ್ಲ. Securities-market investments market risks ಗೆ ಒಳಪಟ್ಟಿದ್ದು, principal ನ ಒಂದು ಭಾಗ ಅಥವಾ ಸಂಪೂರ್ಣ principal ನಷ್ಟವಾಗುವ ಸಾಧ್ಯತೆ ಇದೆ.

7. Historical ಮತ್ತು Hypothetical Examples

Investment concepts ವಿವರಿಸಲು historical companies, securities, prices, returns, charts, financial results ಮತ್ತು market events ಬಳಸಬಹುದು. ಹಾಗೆಯೇ compounding, valuation, asset allocation, risk, portfolio construction, return calculations ಮತ್ತು financial planning ವಿವರಿಸಲು hypothetical examples ಬಳಸಬಹುದು.

ಇಂತಹ examples illustrative ಮತ್ತು educational ಮಾತ್ರ; ಅವುಗಳನ್ನು forecasts, guarantees ಅಥವಾ recommendations ಎಂದು ಅರ್ಥೈಸಬಾರದು.

8. Personalised Investment Recommendations ಇಲ್ಲ

ನಮ್ಮ general educational content ಪ್ರತಿಯೊಬ್ಬ viewer ಅಥವಾ reader ನ individual circumstances ಗಳಾದ income, existing assets and liabilities, investment objectives, risk tolerance, investment horizon, liquidity requirements, tax circumstances ಅಥವಾ individual financial situation ಗಳನ್ನು ಪರಿಗಣಿಸುವುದಿಲ್ಲ.

ಆದ್ದರಿಂದ ಯಾವುದೇ viewer ಅಥವಾ reader general educational content ಅನ್ನು personalised investment advice ಎಂದು ಪರಿಗಣಿಸಬಾರದು.

Personalised investment advice ಅಗತ್ಯವಿರುವವರು ಸೂಕ್ತವಾಗಿ SEBI-registered Investment Adviser ಅವರನ್ನು ಸಂಪರ್ಕಿಸಬೇಕು.

9. Independent Research ಮತ್ತು Due Diligence

ಯಾವುದೇ investment decision ತೆಗೆದುಕೊಳ್ಳುವ ಮೊದಲು ಸೂಕ್ತ independent research ಮತ್ತು due diligence ಮಾಡಲು ನಾವು investors ಅನ್ನು encourage ಮಾಡುತ್ತೇವೆ.

ಇಂತಹ ಸ್ವತಂತ್ರ ಪರಿಶೀಲನೆಯಲ್ಲಿ, ಇತರ ಅಂಶಗಳ ಜೊತೆಗೆ, ಈ ಕೆಳಗಿನವುಗಳನ್ನು ಪರಿಗಣಿಸಬೇಕು:

  • Financial position
  • Business fundamentals
  • Valuation
  • Risk factors
  • Management quality
  • Industry conditions
  • Regulatory developments
  • Investment horizon
  • Individual risk profile

Wealthoria Education Private Limited ಪ್ರಕಟಿಸುವ information ಅನ್ನು ಮಾತ್ರ ಆಧರಿಸಿ ಯಾವುದೇ investment decision ತೆಗೆದುಕೊಳ್ಳಬಾರದು.

10. Educational Courses ಮತ್ತು Workshops

ನಮ್ಮ courses, workshops, webinars ಮತ್ತು educational programs financial-market education ಮತ್ತು analytical knowledge ಒದಗಿಸುವ ಉದ್ದೇಶ ಹೊಂದಿವೆ. Educational subjects ನಲ್ಲಿ Fundamental analysis, Technical-analysis concepts, financial-statement analysis, business analysis, valuation, risk management, asset allocation, mutual-fund concepts, investment psychology ಮತ್ತು ಇತರೆ financial-market concepts ಇರಬಹುದು.

Educational program ನಲ್ಲಿ ಭಾಗವಹಿಸುವುದರಿಂದ adviser-client relationship ಸೃಷ್ಟಿಯಾಗುವುದಿಲ್ಲ; ಅನ್ವಯಿಸುವ regulatory framework ಅಡಿಯಲ್ಲಿ ಸೂಕ್ತವಾಗಿ regulated ಮತ್ತು authorised arrangement ಮೂಲಕ ಅಂತಹ relationship ಅನ್ನು ಪ್ರತ್ಯೇಕವಾಗಿ ಸ್ಥಾಪಿಸದ ಹೊರತು.

11. Social Media ಮತ್ತು Digital Platforms

YouTube, Instagram, Facebook, X ಮತ್ತು ಇತರೆ social-media platforms, websites, blogs, podcasts, webinars, online communities, messaging platforms ಮತ್ತು ಇತರೆ digital communication channels ಮೂಲಕ ಪ್ರಕಟಿಸುವ content ಗೂ ಇದೇ principles ಅನ್ವಯಿಸುತ್ತವೆ.

Platform ಬದಲಾಗುವುದರಿಂದ underlying communication ಗೆ ಅನ್ವಯಿಸುವ nature ಅಥವಾ regulatory requirements ಬದಲಾಗುವುದಿಲ್ಲ. Educational activities ಗೆ ಅನ್ವಯಿಸುವ regulatory framework ಒಳಗೆ ನಮ್ಮ digital content ಇರಲು ನಾವು ಪ್ರಯತ್ನಿಸುತ್ತೇವೆ.

12. Referral, Affiliate ಮತ್ತು Commercial Relationships

ಅನ್ವಯಿಸಿದಲ್ಲಿ, third-party platforms ಅಥವಾ service providers ಜೊತೆ commercial, referral, affiliate ಅಥವಾ ಇತರೆ business relationships ನಮ್ಮಲ್ಲಿರಬಹುದು.

ಅಂತಹ relationship ನಮ್ಮ content ನ educational nature ಅನ್ನು ಬದಲಿಸುವುದಿಲ್ಲ. ಯಾವುದೇ commercial relationship, sponsorship, paid promotion, referral arrangement ಅಥವಾ ಇತರೆ material connection ಕುರಿತು disclosure ಅಗತ್ಯವಿದ್ದಲ್ಲಿ, ಅನ್ವಯಿಸುವ requirements ಗೆ ಅನುಗುಣವಾಗಿ ಸೂಕ್ತ disclosure ನೀಡಲಾಗುತ್ತದೆ.

ಸೂಕ್ತ authorised ಮತ್ತು regulated entity ಯಿಂದ ಸ್ಪಷ್ಟವಾಗಿ ಹೇಳದ ಹೊರತು, commercial relationship ಅನ್ನು ಯಾವುದೇ ನಿರ್ದಿಷ್ಟ financial product ಅಥವಾ security ಯ endorsement ಅಥವಾ recommendation ಎಂದು ಅರ್ಥೈಸಬಾರದು.

13. SEBI Regulatory Framework

ನಮ್ಮ educational-content practices ಅನ್ವಯಿಸುವ SEBI regulations, circulars ಮತ್ತು guidelines ಗಳನ್ನು ಗಮನದಲ್ಲಿಟ್ಟುಕೊಂಡು ರೂಪಿಸಲಾಗಿವೆ, ಅವುಗಳಲ್ಲಿ ಅನ್ವಯಿಸುವಂತೆ:

A. 29 January 2025 ರ SEBI Circular

Circular No. SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2025/11 – SEBI-regulated persons, Market Infrastructure Institutions ಮತ್ತು ಅವರ agents, prohibited activities ನಲ್ಲಿ ತೊಡಗಿರುವ persons ಜೊತೆ association ಹೊಂದುವ provisions ಗೆ ಸಂಬಂಧಿಸಿದೆ. Genuine investor education ಮತ್ತು unauthorised advice/recommendations ಅಥವಾ returns/performance ಕುರಿತ unpermitted claims ಒಳಗೊಂಡ activities ನಡುವಿನ ವ್ಯತ್ಯಾಸಕ್ಕೆ ಈ framework ಪ್ರಸ್ತುತವಾಗಿದೆ.

B. 8 May 2026 ರ SEBI Circular

Circular No. HO/47/17/12(11)2025-MRD-POD3/I/11107/2026 – Norms for sharing and usage of price data for educational purposes. Educational purposes ಗಾಗಿ securities-market price data share ಮತ್ತು use ಮಾಡುವ framework ಇದಾಗಿದೆ; 1 July 2026 ರಿಂದ ಅನ್ವಯಿಸುವ requirements ಸಹ ಇದರಲ್ಲಿ ಒಳಗೊಂಡಿವೆ.

C. 26 February 2026 ರ SEBI Circular

Circular No. HO/(79)2026-MIRSD-PODMMC – Ease of Doing Investment (EoDI): Disclosure of registered name and registration number by SEBI-regulated entities and their agents on Social Media Platforms (SMPs). SEBI-regulated entity ಅಥವಾ person ಗೆ ಅನ್ವಯಿಸಿದಲ್ಲಿ, prescribed social-media disclosure requirements ಪಾಲಿಸಲಾಗುತ್ತದೆ.

14. Important Regulatory Limitation

Regulatory requirements ಕಾಲಕಾಲಕ್ಕೆ ಬದಲಾಗಬಹುದು. ಆದ್ದರಿಂದ ಈ disclosure ಮೇಲಿನ effective date ರಂದು ಅನ್ವಯಿಸುವ regulatory framework ಆಧರಿಸಿದೆ ಮತ್ತು applicable laws, regulations, circulars, guidelines ಅಥವಾ regulatory interpretations ಬದಲಾದಾಗ update ಮಾಡಬಹುದು.

ಈ disclosure ಇರುವುದರಿಂದ ಯಾವುದೇ ನಿರ್ದಿಷ್ಟ content, communication ಅಥವಾ activity ಅನ್ನು SEBI approve, endorse, certify ಅಥವಾ register ಮಾಡಿದೆ ಎಂಬ representation ಎಂದು ಅರ್ಥೈಸಬಾರದು.

15. Investor Awareness Statement

ಜವಾಬ್ದಾರಿಯುತ financial education investors ಗೆ ಏನು buy ಅಥವಾ sell ಮಾಡಬೇಕು ಎಂದು ಸರಳವಾಗಿ ಹೇಳುವುದಕ್ಕಿಂತ, investments ಕುರಿತು ಹೇಗೆ ಯೋಚಿಸಬೇಕು ಎಂಬುದನ್ನು ಅರ್ಥಮಾಡಿಕೊಳ್ಳಲು ಸಹಾಯ ಮಾಡಬೇಕು ಎಂಬುದು Wealthoria Education Private Limited ನ ನಿಲುವಾಗಿದೆ.

ನಮ್ಮ ಉದ್ದೇಶ: Financial literacy → Analytical thinking → Risk awareness → Independent decision-making.

Securities-market investments ಗೆ ಸಂಬಂಧಿಸಿದ risks ಅನ್ನು investors ಅರ್ಥಮಾಡಿಕೊಳ್ಳಬೇಕು ಮತ್ತು personalised advice ಅಗತ್ಯವಿರುವಾಗ ಸೂಕ್ತ regulated professionals ಅವರ ಸಲಹೆ ಪಡೆಯಬೇಕು ಎಂದು ನಾವು encourage ಮಾಡುತ್ತೇವೆ.

FINAL DISCLAIMER

Wealthoria Education Private Limited financial markets ಮತ್ತು investing ಗೆ ಸಂಬಂಧಿಸಿದ general educational ಮತ್ತು informational content ಅನ್ನು ಒದಗಿಸುತ್ತದೆ. ಇಂತಹ content ಅನ್ನು investment advice, personalised investment advice, research recommendation, trading call, solicitation, securities ಖರೀದಿ ಅಥವಾ ಮಾರಾಟದ offer, ಅಥವಾ returns ಅಥವಾ profits ಕುರಿತು ಯಾವುದೇ assurance ಅಥವಾ guarantee ಎಂದು ಪರಿಗಣಿಸಬಾರದು. Companies, securities, sectors, indices, financial instruments, prices, charts, historical performance ಅಥವಾ market events ಕುರಿತು references educational, analytical ಅಥವಾ illustrative purposes ಗಾಗಿ ಮಾತ್ರ ಮತ್ತು ಯಾವುದೇ security ಯನ್ನು buy, sell ಅಥವಾ hold ಮಾಡುವ recommendation ಎಂದು ಅರ್ಥೈಸಬಾರದು. Investors ಯಾವುದೇ investment decision ತೆಗೆದುಕೊಳ್ಳುವ ಮೊದಲು ತಮ್ಮದೇ research ಮತ್ತು due diligence ಮಾಡಬೇಕು ಮತ್ತು ತಮ್ಮ individual financial circumstances, objectives ಹಾಗೂ risk profile ಅನ್ನು ಪರಿಗಣಿಸಬೇಕು. Personalised investment advice ಅಗತ್ಯವಿದ್ದಲ್ಲಿ, ಸೂಕ್ತವಾಗಿ SEBI-registered Investment Adviser ಅವರನ್ನು ಸಂಪರ್ಕಿಸಬೇಕು. Securities-market investments market risks ಗೆ ಒಳಪಟ್ಟಿವೆ ಮತ್ತು principal ನಷ್ಟವಾಗುವ ಸಾಧ್ಯತೆಯಿದೆ. Past performance future results ಗೆ indicative ಅಲ್ಲ. Wealthoria Education Private Limited responsible financial education ಮತ್ತು educational activities ಹಾಗೂ investor awareness ಗೆ ಅನ್ವಯಿಸುವ SEBI regulations, circulars ಮತ್ತು guidelines ಗಳನ್ನು ಪಾಲಿಸಲು ಬದ್ಧವಾಗಿದೆ.