Disclosure Statement

BSE 500 is a free-float-adjusted, market-cap-weighted index of 500 companies listed on the Bombay Stock Exchange.
BSE 500 comprises of stocks which are highly liquid (predominantly Large Cap) and broadly covers our investment universe under this investment strategy. Hence, we believe it makes a good benchmark as the portfolio has a bias towards highly liquid stocks. However, the Investment Approach’s performance may not be strictly comparable with the performance of the Benchmark, due to inherent differences in the construction of the portfolios, and the volatility of the benchmark over any period may be materially different than that of the composite over the same period.
Data of other indices is provided for information purposes only and to allow clients to compare the performance of the Investment Approach to that of certain indices (many of which are well known and widely recognized). While we generally believe these comparisons provide meaningful and useful information to investors (for example, as a way of comparing an investment in the Investment Approach to other types of investments that clients/investors might make), inclusion of any particular index is not a representation that the index is an appropriate benchmark for evaluating the Investment Approach’s performance. In particular, the volatility of indices over any period may be materially different from that of the Investment Approach over that same period.
The views expressed herein constitute only the opinions and do not constitute any guidelines or recommendation on any course of action to be followed by the reader. This information is meant for general reading purposes only and is not meant to serve as a professional guide for the readers.
This communication is strictly for information purposes. Investments in the Portfolio Account are not guaranteed or insured and are subject to investment risks, including the possible loss of the principal amount invested. The value of the Portfolio Account and the income from it may fall as well as rise. Past performance is not necessarily indicative of future performance. ValueQuest reserves the right to make any changes and corrections to its opinions expressed in this communication at any time, without notice. Information sourced from third parties cannot be guaranteed and has not been independently verified. Comments made herein are not necessarily indicative of future or likely performance of the Portfolio Account.
All of the forward-looking statements made in this communication are inherently uncertain and ValueQuest cannot assure the reader that the results or developments anticipated by ValueQuest will be realized or even if realized, will have the expected consequences to or effects on, us or our business prospects, financial condition or results of operations. A prospective client/investor can generally identify forward-looking statements as statements containing the words “will”, “should”, “can”, “may”, “believe”, “expect”, “anticipate”, “intend”, “contemplate”, “estimate”, “assume”, “target”, “targeted” or other similar expressions. Readers are cautioned not to place undue reliance on these forward-looking statements in making any investment decision. Forward-looking statements made in this communication apply only as of the date of this communication. While we may elect to update forward-looking statements from time to time, we specifically disclaim any obligation to do so, even if internal estimates change, unless otherwise required by applicable Securities laws.