1. Nature of the platform
Wealthoak.ai (the “Platform”), operated by Wealthoak Advisory LLP (“Wealthoak”), is a technology platform that aggregates and analyses market data and presents data-driven insights, signals, analytics, backtesting and automation tools. The Platform is purely informational and technological in nature. It is not an investment adviser, research analyst, portfolio manager, broker, exchange, or financial institution, and does not provide regulated financial services.
2. Not advice or a recommendation
Nothing made available on or through the Platform — including any insight, signal, score, model output, chart, backtest, projection, figure, alert, or other content — constitutes investment advice, a research report, a recommendation, a solicitation, or an offer to buy, sell, or hold any security, derivative, commodity, currency, or other financial instrument. No content is tailored to your individual circumstances, objectives, or risk tolerance. You are solely responsible for evaluating any information and for all decisions you make.
3. No guarantee of accuracy or results
Market data and analytics may be delayed, incomplete, or inaccurate, and may be sourced from third parties whom we do not control. The Platform and all content are provided on an “as is” and “as available” basis, without warranty of any kind, express or implied, including any warranty of accuracy, completeness, timeliness, merchantability, fitness for a particular purpose, or non-infringement. Wealthoak does not warrant that the Platform will be uninterrupted, error-free, or secure.
4. Hypothetical and backtested performance
Any performance figures, statistics, equity curves, or scenario results shown on the Platform or website are, unless expressly stated otherwise, hypothetical, backtested, simulated, or illustrative. They do not represent actual trading and have inherent limitations — including the benefit of hindsight and the absence of real-world execution, liquidity, slippage, fees, and emotional factors. Hypothetical and past performance is not a guarantee of, and is not indicative of, future results. No representation is made that any account will, or is likely to, achieve profits or losses similar to those shown.
5. Risk of trading and investing
Trading and investing in financial markets — including equities, indices, commodities such as gold and silver, derivatives, and other instruments, across India and international markets — carry a high level of risk and may not be suitable for everyone. Prices can move rapidly and unpredictably. You may lose some or all of your invested capital, and in certain products you may lose more than your initial outlay. You should not trade or invest with money you cannot afford to lose, and you should seek independent professional advice before making any financial decision.
6. Automation and execution
Where the Platform offers automation or connectivity that places orders through a brokerage account you control, you remain fully responsible for configuring, monitoring, and supervising any such activity, and for all resulting orders and outcomes. Automated systems can fail, behave unexpectedly, or be affected by connectivity, data, broker, exchange, or third-party issues outside our control. Wealthoak does not take custody of, hold, or control your funds, which remain with your chosen broker at all times.
7. Your responsibility and compliance
You are solely responsible for determining whether your use of the Platform, and any trading or investing you undertake, is lawful in your jurisdiction, and for complying with all applicable laws, regulations, tax obligations, and the terms of your broker and any exchange. The Platform may not be available, or may be restricted, in certain jurisdictions, and it is your responsibility to ensure your eligibility to use it.
8. No fiduciary or advisory relationship
Your use of the Platform does not create any fiduciary, advisory, agency, partnership, or similar relationship between you and Wealthoak. We do not act on your behalf and owe you no advisory duties.
9. Limitation of liability
To the fullest extent permitted by applicable law, Wealthoak, its partners, officers, employees, affiliates, and providers shall not be liable for any direct, indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, capital, data, goodwill, or trading or investment losses, arising out of or relating to your use of, or inability to use, the Platform or any content, whether based in contract, tort, strict liability, or otherwise, even if advised of the possibility of such damages. You agree that your sole and exclusive remedy is to stop using the Platform.
10. Acknowledgement
By using the Platform, you confirm that you have read and understood this Risk Disclosure & Disclaimer, that you understand and voluntarily assume all risks associated with trading, investing, and the use of algorithmic and analytical tools, and that you accept full responsibility for your own decisions and their consequences.
11. Contact
Questions about these disclosures may be directed to info@wealthoak.ai or +91 70200 12387.