Disclaimer

Last updated 2026-10-25

Not investment advice

FolioQ shows calculations based on the statement you provide. Nothing on FolioQ is a recommendation to buy, sell, hold or switch any security or fund, and nothing is personalised advice about your financial situation. FolioQ is not registered with the Securities and Exchange Board of India (SEBI) as an investment adviser, research analyst or portfolio manager, and is not a mutual fund distributor. Please consult a SEBI-registered investment adviser before making investment decisions.

Not tax advice

FolioQ does not currently calculate capital gains tax. Any future tax feature will be an estimate to help you prepare, not a substitute for advice from a chartered accountant or for the figures in your Annual Information Statement (AIS).

Data accuracy

Results depend on the statement you upload and on how accurately it can be read. Statements can be incomplete, use formats we do not fully support, or contain rows we cannot interpret. Portfolio values use the NAVs printed on your statement as of the statement date and are not live prices. Historical charts use NAV data published by AMFI and third-party sources, which may contain gaps or errors. Please check important figures against your statement and your fund house before relying on them.

Market risk

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.

No guarantee

FolioQ is provided as is, without any warranty of accuracy, completeness or availability.

Trademarks

CAMS, KFintech and Zerodha are trademarks of their respective owners. FolioQ is not affiliated with, endorsed by or connected to any of them.

Who runs FolioQ

FolioQ is operated by Manoj Attal, Pune, India. FolioQ is not yet a registered company and is not SEBI-registered. Contact: hello@folioq.in.