Artham

SEBI Registration Disclosure

Orpheon Technologies Pvt. Ltd. operates the Artham platform, which provides a marketplace for users to discover and subscribe to investment portfolios created by SEBI registered investment advisors.

Artham itself is not a SEBI registered investment advisor, portfolio manager, or broker-dealer. We do not provide investment advice or recommendations directly to users. All investment advice is provided by the SEBI registered investment advisors who create and manage the portfolios available on our platform.

Each investment advisor on our platform maintains their own SEBI registration, and users can verify their registration status through the SEBI website or by requesting their registration details.

Risk Disclosure

Investing in securities involves risk of loss that clients should be prepared to bear. There is no guarantee that any investment strategy will meet its objectives.

Past performance is not indicative of future returns. The performance data presented on our platform represents past performance and does not guarantee future results. Investment returns and principal value will fluctuate, and investments may be worth more or less than their original cost when redeemed.

The investment strategies and types of securities held by the portfolios on our platform involve risk, including:

Market Risk: The risk that the value of securities may decline due to changes in market conditions.
Equity Risk: The risk that stock prices will fall over short or extended periods.
Small and Mid-Cap Company Risk: The risk that securities of smaller companies may be more volatile than those of larger companies.
Foreign Investment Risk: The risk that securities of foreign issuers may be more volatile and less liquid than securities of domestic issuers.
Currency Risk: The risk that foreign currencies will decline in value relative to the Indian Rupee.
Interest Rate Risk: The risk that fixed income securities will decline in value because of changes in interest rates.
Credit Risk: The risk that an issuer of fixed income securities will be unable to make interest and principal payments when due.
Liquidity Risk: The risk that certain securities may be difficult or impossible to sell at the time and price that the portfolio would like to sell.

Fee Disclosure

Artham charges a platform fee for providing access to the investment portfolios on our platform. This fee is separate from the advisory fees charged by the investment advisors.

The fee structure is as follows:

Platform Fee: Included in the advisory fee paid to the advisor.
Advisory Fee: Maximum of 2.5% per annum of assets under advice, charged as per agreement. This fee is paid to the investment advisor.
GST: 18% GST is applicable on all fees.

All fees are clearly disclosed before subscription and are automatically deducted from the user's account on a quarterly basis.

Conflict of Interest Disclosure

Artham is committed to transparency and avoiding conflicts of interest. However, potential conflicts may arise in the following situations:

Artham may receive a portion of the advisory fees charged by the investment advisors on our platform.
Artham may have business relationships with some of the investment advisors on our platform, which could create an incentive to promote their portfolios over others.
Artham employees may invest in the same portfolios available on our platform, which could create a potential conflict if they have access to non-public information.

To mitigate these conflicts, Artham has implemented policies and procedures, including:

Disclosing all fees and revenue sharing arrangements to users.
Implementing a code of ethics that prohibits employees from trading on non-public information.
Regularly reviewing our business practices to identify and address potential conflicts of interest.

Regulatory Compliance

Artham complies with all applicable laws and regulations, including but not limited to:

Securities and Exchange Board of India Act, 1992
SEBI (Investment Advisers) Regulations, 2013
Prevention of Money Laundering Act, 2002
Information Technology Act, 2000

We maintain appropriate policies and procedures to ensure compliance with these laws and regulations, and we regularly review and update these policies as needed.

Contact Information

If you have any questions about these disclosures, please contact us at: compliance@artham.co