Terms & Conditions

Last updated: 1 July 2026

Acceptance of Terms

By accessing this website or engaging our services, you agree to these Terms & Conditions. If you do not agree, please do not use our services.

Nature of Services

Financial Adviser provides investment distribution, insurance advisory and tax/compliance services. We are not a stock broker and do not offer trading in stocks, bonds, ETFs, PMS, AIF or crypto assets.

Mutual fund recommendations are made in our capacity as a distributor; all investments are subject to market risk and past performance is not indicative of future returns.

Client Responsibilities

You agree to provide accurate and complete information for KYC, tax filing, and advisory purposes. Inaccurate information may affect the quality of advice or lead to compliance issues for which we cannot be held responsible.

Limitation of Liability

While we exercise due care in all recommendations, Financial Adviser is not liable for investment losses arising from market movements, or for third-party actions by fund houses, insurers or government authorities.

Governing Law

These terms are governed by the laws of India, with jurisdiction in the courts of Uttar Pradesh.