Disclaimers & Disclosures

Disclaimers

All investments are subject to market risks. Investors are advised to read all relevant information carefully before making any investment. The value of any investment may rise or fall as a result of market changes. Past performance is not indicative of future results.

By accessing this website, you agree to be bound by the following terms of use of this site and use of any materials or services contained herein. This site is provided by Aurion Advisors for the purposes of information to its clients, financial literacy, and educational purposes only.

The information provided on this website should not be made the basis for any personal decisions. The information contained in this website does not form a substitute for professional advice. Aurion Advisors shall not be liable to any person for any loss or damage which may arise from the use of any of the information contained in this website. No liability whatsoever is accepted for any direct or consequential loss arising from the use of the information contained on this site.

The information provided on this website does not comprise an offer by Aurion Advisors to provide any product or service described herein. Products and services described herein are not available to all persons in all geographical locations. Aurion Advisors has used all reasonable care and skill in compiling the content of this web site but does not guarantee the accuracy or completeness of any information on this web site and does not accept liability for any errors or omissions.

Aurion Advisors does not guarantee that any functions at this site will operate without interruptions or errors and accepts no responsibility for any such interruptions or errors. This web site may also provide links to other websites operated by third parties. Aurion Advisors is not responsible for such websites and their compliance with all relevant laws and regulations. To the full extent permissible by law, Aurion Advisors disclaims all responsibility for any error, omission, or inaccuracy in such material.

Neither Aurion Advisors nor any of its affiliates has undertaken any regulatory, legal, tax or accounting analysis relating to the suitability of the securities. Recipients should consult their professional tax and accounting advisors for tax or accounting treatment conclusion, prior to acting on the information set forth herein

Disclosures

Aurion Advisors and/or its Management may invest in various asset classes and/or investment products. These could be based on their individual financial goals and liquidity management, asset allocation, time horizon, and risk-return objectives.

Aurion Advisors and its representatives have the following holdings or positions as of 30 June 2024 in the financial products or securities which are subject matter of advice.

Name of Security	Vintage > 3 Months	Vintage < 3 Months
Adani Green Energy	NO	YES
Alkyl Amines Chemicals	YES	NO
Anand Rathi Wealth	YES	NO
Bajaj Finance	YES	NO
Caprihans India	NO	YES
Cyient Limited	NO	YES
Delhivery	NO	YES
Dreamfolks Services	YES	NO
eClerx Services	YES	NO
eMudhra	YES	NO
FSN E-Commerce Ventures	YES	NO
Godrej Properties	YES	NO
Himadri Speciality Chemical	YES	NO
ICICI Prudential Nifty Auto ETF	YES	NO
Kilburn Engineering	NO	YES
Larsen & Toubro	YES	NO
Latent View Analytics	YES	NO
Laurus Labs	YES	NO
Mahindra Lifespace Developers	YES	NO
Maruti Suzuki	YES	NO
Mirae Asset Nifty Financial Services ETF – RG	YES	NO
One 97 Communications	YES	NO
Piramal Enterprises	YES	NO
Piramal Pharma Ltd	YES	NO
Polycab India	YES	NO
SEPC	YES	NO
Singer India	NO	YES
Sirca Paints India	YES	NO
SRF Limited	YES	NO
Suprajit Engineering	YES	NO
Tech Mahindra	YES	NO
Walchandnagar Industries	YES	NO
Zim Laboratories	YES	NO
Zomato	YES	NO
HDFC MID-CAP OPPORTUNITIES FUND – Growth Option	YES	NO
HDFC Small Cap Fund – Direct Growth Plan	YES	NO
ICICI Prudential Bluechip Fund – Direct Plan – Growth	YES	NO
ICICI Prudential Value Discovery Fund – Direct Plan – Growth	YES	NO
Motilal Oswal Long Term Equity Fund -Direct Growth	YES	NO
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth	YES	NO
Nippon India Multi Cap Fund – Direct Plan Growth Plan – Growth Option	YES	NO
Nippon India Small Cap Fund – Direct Plan Growth Plan – Growth Option	YES	NO

Name of Security	Vintage > 3 Months	Vintage <3 Months
AAVAS Financiers	Yes	No
Alkyl Amines Chemicals	Yes	No
Anand Rathi Wealth	Yes	No
Bajaj Finance	Yes	No
Caprihans India	Yes	No
Cyient Limited	Yes	No
Delhivery	Yes	No
Dreamfolks Services	Yes	No
eClerx Services	Yes	No
eMudhra	Yes	No
FSN E-Commerce Ventures	Yes	No
GMR Power & Urban Infra	No	Yes
Goodluck India	No	Yes
Himadri Speciality Chemical	Yes	No
ICICI Prudential Nifty Auto ETF	Yes	No
Jio Financial Services	Yes	No
Kilburn Engineering	Yes	No
Kolte-Patil Developers	Yes	No
Larsen & Toubro	Yes	No
Latent View Analytics	Yes	No
Maruti Suzuki	Yes	No
One 97 Communications	Yes	No
Polycab India	Yes	No
Praveg	Yes	No
Reliance Power	Yes	No
SEPC	Yes	No
Sheela Foam	No	Yes
Singer India	Yes	No
Sirca Paints India	Yes	No
Suprajit Engineering	Yes	No
Swan Energy	No	Yes
Ultracab (India)	No	Yes
Walchandnagar Industries	Yes	No
Zim Laboratories	Yes	No
Zomato	Yes	No
Mutual Funds (Equity)
ICICI Pru Bluechip Direct Growth Plan	Yes	No
ICICI Pru Value Discovery - Direct Growth Plan	Yes	No
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option	Yes	No
HDFC Small Cap Fund - Direct Growth Plan	Yes	No
Motilal Oswal Long Term Equity Fund -Direct Growth	Yes	No
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option	Yes	No
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option	Yes	No

Services

Stock Name	Vintage > 3 months	Vintage < 3 months
AAVAS Financiers	Yes	No
Alkyl Amines Chemicals	Yes	No
Amal Limited	Yes	No
Anand Rathi Wealth	Yes	No
Bajaj Finance	Yes	No
Blue Jet Healthcare	Yes	No
CIE Automotive India	No	Yes
Craftsman Automation	No	Yes
Delhivery	Yes	No
Dreamfolks Services	Yes	No
eClerx Services	Yes	No
eMudhra	Yes	No
Everest Industries	Yes	No
FSN E-Commerce Ventures	Yes	No
Gabriel India Ventures	No	Yes
GMR Power & Urban Infra	Yes	No
GNA Axles	No	Yes
Goodluck India	Yes	No
Himadri Speciality Chemical	Yes	No
ICICI Prudential Nifty Auto ETF	Yes	No
ITD Cementation India	Yes	No
Jyoti CNC Automation	No	Yes
Kolte-Patil Developers	Yes	No
Larsen & Toubro	Yes	No
Latent View Analytics	Yes	No
LG Balkrishnan	No	Yes
Lloyds Metals and Energy	No	Yes
Nuvama Wealth Management	No	Yes
Praveg	No	Yes
Prudent Corporate Advisory	No	Yes
Reliance Power	Yes	No
Sheela Foam	Yes	No
Singer India	Yes	No
State Bank Of India	No	Yes
Suprajit Engineering	No	Yes
Supriya Lifescience	No	Yes
Swan Energy	Yes	No
TCI Express	No	Yes
TD Power Systems	Yes	No
Ultracab (India)	Yes	No
Zomato	Yes	No
Mutual Funds (Equity)
HDFC MID-CAP OPPORTUNITIES FUND – Growth Option	Yes	No
HDFC Small Cap Fund – Direct Growth Plan	Yes	No
ICICI Prudential Bluechip Fund – Direct Plan – Growth	Yes	No
ICICI Prudential Value Discovery Fund – Direct Plan – Growth	Yes	No
Motilal Oswal ELSS Tax Saver Fund – Direct Plan – Growth Option	Yes	No
Nippon India Multi Cap Fund – Direct Plan Growth Plan – Growth Option	Yes	No
Nippon India Small Cap Fund – Direct Plan Growth Plan – Growth Option	Yes	No
Old Bridge Focused Equity Fund – Direct Growth	Yes	No
Mutual Funds (Debt)
HDFC Low Duration Fund-Direct Plan-Growth	No	Yes
HDFC Money Market Fund – Direct Plan – Growth Option	No	Yes
HDFC Money Market Fund – Growth Option	No	Yes
ICICI Prudential Savings Fund- Direct Plan – Growth	No	Yes
Nippon India Money Market Fund – Direct Plan Growth Plan – Growth Option	No	Yes

Disclaimers

Disclosures

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