Terms & Conditions

These Terms of Service govern your use of our website and services. By accessing or using our services, you agree to be bound by these terms.

We reserve the right to modify these terms at any time. Continued use after changes constitutes acceptance of the new terms.

We provide financial advisory services including investment planning, insurance solutions, and tax consultation.

Our services are intended for personal financial management and should not be considered as legal or accounting advice.

You agree to provide accurate and complete information necessary for our services.

You are responsible for maintaining the confidentiality of your account credentials and for all activities under your account.

Our fee structure will be disclosed during the consultation and outlined in your service agreement.

Fees are typically charged quarterly in advance. Late payments may incur additional charges.

We collect personal information to provide and improve our services. Our Privacy Policy details how we handle your data.

We implement industry-standard security measures but cannot guarantee absolute data security.

We are not liable for any indirect, incidental, or consequential damages arising from our services.

Our liability is limited to the fees paid for the specific service in question.

Either party may terminate services with 30 days written notice.

Upon termination, you remain liable for any fees accrued prior to termination.

These terms shall be governed by the laws of India.

Any disputes shall be subject to the exclusive jurisdiction of courts in Mumbai.