VOLUNTARY DISCLOSURE

My Personal Investment & Trading Disclosure.

Transparency before influence. As a SEBI Registered Research Analyst, I believe investors should not blindly follow anyone in the financial markets. Before considering anyone's views, understand their registration status, experience, financial interests and potential conflicts. This page voluntarily discloses my personal market exposure, including both profitable and loss making positions.

DISCLOSING INDIVIDUAL
Manish Taneja
SEBI Registered Research Analyst
Registration No.
INH000028361
Experience
30+ Years
Disclosure Date
06 Oct 2026
01 EQUITY INVESTMENT

My Current Equity Exposure

Current holdings and P&L position based on the Bajaj Broking cash P&L statement.

Total Investment
₹28,06,149
Current equity holdings
Current Market Value
₹29,66,438
Based on statement prices
Unrealised P&L
+₹1,60,289
Current holdings
Total P&L
+₹1,74,851
Reported P&L for the statement period
Realised P&L
+₹14,562.63
Unrealised P&L
+₹1,60,288.69
Overall P&L / Investment
6.23%
Important: The 6.23% figure above is a simple calculation of the reported total P&L divided by the current holding investment amount. It is shown for transparency and is not presented as an official XIRR or portfolio return measure.
02 PROFITABLE HOLDINGS

Top 3 Current Unrealised Profit Holdings

These are disclosed holdings, not stock recommendations or top picks.

01
Indo Tech Transformers Ltd
+₹19,139.44
Invested
₹13,642.56
Current Value
₹32,782.00
Unrealised %
+140.29%
Quantity
10
02
APAR Industries Ltd
+₹16,858.27
Invested
₹19,353.43
Current Value
₹36,211.70
Unrealised %
+87.11%
Quantity
2
03
R R Kabel Ltd
+₹15,630.00
Invested
₹21,425.20
Current Value
₹37,055.20
Unrealised %
+72.95%
Quantity
14
This is not a recommendation. The securities above are disclosed solely to provide transparency regarding personal holdings. Disclosure of a security does not constitute a recommendation to buy, sell or hold that security.
03 LOSS MAKING HOLDINGS

Top 3 Current Unrealised Loss Holdings

Markets involve both gains and losses. Both sides are disclosed to present a balanced picture.

01
Avanti Feeds Ltd
−₹8,042.59
Invested
₹21,574.39
Current Value
₹13,531.80
Unrealised %
−37.28%
Quantity
19
02
Borosil Renewables Ltd
−₹5,190.91
Invested
₹23,329.31
Current Value
₹18,138.40
Unrealised %
−22.25%
Quantity
41
03
HEG Advanced Materials Ltd
−₹4,851.13
Invested
₹8,360.38
Current Value
₹3,509.25
Unrealised %
−58.03%
Quantity
15
Balanced disclosure: I voluntarily disclose both profitable and loss making holdings because markets do not move in one direction. These positions are shown for transparency and are not presented as examples of future returns.
04 DERIVATIVES DISCLOSURE

Current Year Derivatives Position

Derivatives P&L disclosed separately from the equity portfolio.

FY 2026–27

Bajaj Broking derivatives P&L statement covering 01 Apr 2026 to 06 Oct 2026.
AS ON 06 OCT 2026
Net Realised P&L
+₹30,337.59
Unrealised P&L
+₹43,510.59
Net P&L
+₹73,848.18
I do not present my personal derivatives performance as evidence of future returns or as a recommendation to trade derivatives. Derivatives involve substantial risk and may result in losses exceeding the amount initially committed.
05 TRANSPARENCY

What This Disclosure Means

Transparency, not influence.

This disclosure is intended to provide visibility into personal market exposure. It should not be interpreted as a signal to replicate any position or trading activity.

01
Personal Holdings

My holdings may change with market conditions and transactions.

02
No Recommendation

Disclosure of a security does not mean buy, sell or hold.

03
Performance Can Change

Current or past personal performance is not an indication of future performance.

04
Market Risk Remains

Gains and losses can change as markets and positions change.

06 WHY I VOLUNTARILY DISCLOSE

Verify Before You Follow.

Why am I doing this?

Financial markets today have a large number of voices including registered professionals, educators, influencers and market commentators. Before following anyone's views, investors should ask important questions about who is speaking and what interests may exist.

Who is speaking?
Are they registered?
What is their experience?
What are their financial interests?
Do they disclose potential conflicts?
Can the information be independently verified?
THE PRINCIPLE

I am sharing this not to ask anyone to follow me, but to encourage investors to verify before they follow anyone.

Disclosure & Risk Notice: The information displayed on this page represents personal investment and trading positions voluntarily disclosed for transparency. Personal holdings, realised profits, unrealised profits and losses may change due to transactions and market movements. Past or current personal performance should not be construed as an indication of future performance. Disclosure of any security does not constitute a recommendation to buy, sell or hold that security. This page is not intended to encourage replication of the disclosed positions or trading strategies. Investors should conduct their own research and consider their financial circumstances, objectives and risk tolerance before making investment decisions.
Disclosure date: 06 October 2026  •  Equity & derivatives figures based on Bajaj Broking P&L statements for 01 April 2026 to 06 October 2026.

Disclaimer

UDTS© Robo Trade is a research and analytical platform developed and operated by a SEBI Registered Research Analyst (Registration No. INH000028361). The platform provides stock screening, analytical tools, and market intelligence for informational purposes only. It does not provide investment advice, stock recommendations, buy/sell signals, target prices, stop-loss levels, or portfolio management services. Investments in securities markets are subject to market risks. Users should exercise independent judgment and consult appropriate financial professionals before making investment decisions.

Risk Disclosure

Stock market investments are subject to market risks. Past performance does not guarantee future performance. Screening results do not constitute recommendations. Users must conduct independent due diligence. Market conditions may change rapidly. No assurance of profits or capital protection. Grievance Redressal Page

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