Disclaimer
Last Updated: 20 April 2026
Welcome to Alpha with AI by Shikshan Nivesh.
This newsletter, the website (ai.shikshannivesh.com), all posts, prompts, workflows, Claude Cowork examples, and related content are provided for educational and informational purposes only. They are designed to help professionals, analysts, consultants, founders, and investors build better research systems using AI.
1. Educational Purposes Only
All content is intended to teach techniques, workflows, and ways of thinking. It demonstrates how tools like Claude Cowork, Perplexity, NotebookLM, and others can be used for equity research, industry analysis, compliance automation, and financial modeling. It is not a substitute for professional judgment.
2. No Financial, Investment, or Legal Advice
Nothing in this newsletter constitutes financial, investment, tax, legal, or regulatory advice of any kind.
I am not a registered investment advisor in any jurisdiction. The examples, numbers, journal entries, reconciliations, and research outputs shown are illustrative only. They do not represent recommendations to buy, sell, or hold any security, nor do they constitute advice on any specific financial decision.
Always consult a qualified, licensed financial advisor or legal professional before making any investment or business decision.
3. Illustrative Examples & Real Workflows
Any stocks, companies, financial statements, compliance scenarios (such as bank reconciliations or payment gateway examples), or client situations referenced here are used purely to demonstrate real workflows I have built and used.
These examples come from actual work with clients and my own research systems. They are not current or past investment positions, nor are they endorsements of any company or strategy.
4. AI Tools, Hallucinations & Verification
I openly use and teach advanced AI tools (especially Claude Cowork) to build institutional-grade research systems. These tools are incredibly powerful, but they can hallucinate, make errors, misinterpret data, or produce incomplete results.
Every output must be independently verified by you. Never rely on AI-generated numbers, citations, journal entries, or conclusions without checking them yourself. This is non-negotiable for serious research.
5. Forward-Looking Statements & Projections
From time to time, content may include projections, scenario analyses, forecasts, or forward-looking commentary. These are inherently uncertain and based on assumptions that may not materialize.
No guarantee is made that any projection or outcome discussed will occur. Readers should exercise caution and conduct their own research.
6. Investment & Research Risks
Investing in financial markets involves substantial risk of loss, including the potential loss of your entire capital. There is no guarantee that any investment strategy, research workflow, or AI-assisted analysis will be successful.
Past performance of any workflow, model, or example, including those built with AI is not indicative of future results.
7. Personal Responsibility & Due Diligence
By reading, subscribing, or using any content from Alpha with AI, you agree that you are solely responsible for your own financial decisions, research, and verification.
The entire purpose of this newsletter is to help you become a sovereign, self-sufficient researcher, someone who can think clearly, build systems, and own their edge. Skipping verification defeats that purpose.
8. No Obligation to Update
The site, newsletter, and I are not obligated to update, revise, or correct any content, including workflows, examples, or commentary, even if circumstances, markets, tools, or my thinking change. Historical content may not reflect current views or holdings.
9. Affiliate, Sponsored, or Promotional Content
Where applicable, any affiliate partnerships, sponsored content, tool recommendations, or monetized links will be clearly disclosed. Transparency is a core value. I only recommend tools I actually use and believe in.
10. Contact
If you have any questions about this disclaimer, the content, or how to apply these workflows safely, please reach out:
📩 info@shikshannivesh.com
I personally read and respond to every email.