INFORMATION QUESTIONS

FREQUENTLY ASKED QUESTIONS

1. How does CapxAdvisors work for investors?

CapxAdvisors operates as a research and collaboration platform connecting investors with independent market professionals such as Research Analysts (RAs) and Investment Advisors (IAs). Investors can evaluate strategies and professionals available on the platform and decide independently whether to allocate capital. All investment decisions remain solely with the investor.

2. Does CapxAdvisors manage investor funds?

No. CapxAdvisors does not hold or manage investor funds. Investor capital always remains in the investor’s own brokerage account. Investors retain full control over their capital and may choose whether or not to follow strategies or insights shared through the platform.

This structure is designed to maintain transparency and align with regulatory expectations.

3. Who are the partners on CapxAdvisors?

CapxAdvisors collaborates with experienced market participants including SEBI-registered Research Analysts (RA), Investment Advisors (IA), and professional traders. Each partner operates independently and remains responsible for their own regulatory compliance and professional conduct.

Where applicable, advisory or research services are provided only by individuals or entities holding valid SEBI registration.

4. Can partners directly onboard investors outside the platform?

No. To maintain transparency and structured engagement, interactions between investors and partners introduced through CapxAdvisors are expected to take place through the CapxAdvisors ecosystem. This helps ensure proper documentation, investor protection, and adherence to platform guidelines.

5. Are returns guaranteed on strategies shown on CapxAdvisors?

No. Investments in the securities market are subject to market risks. Any strategy performance information shown on the platform represents historical or analytical data and should not be interpreted as a guarantee of future results. Investors are encouraged to perform their own due diligence and consult a SEBI-registered advisor before making investment decisions.

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