Effective Date: 03.10.2024

Terms and Conditions of Service for Advise Partners

These Terms and Conditions (“Terms”) govern your engagement with Advise Partners for financial services. By using our services, you agree to these Terms. Please review them carefully.

1.Definitions

  • “Advise Partners,” “we,” “us,” or “our” refers to the company providing financial   services.
  • “Client,” “you,” or “your” refers to any individual or organization using our services.

2. Services Provided

Advise Partners provides various financial services, including financial advisory, wealth management, and investment consulting. Specific terms, requirements, and eligibility criteria apply per service engagement and will be detailed in the service agreement.

3. Eligibility Requirements

To utilize our services, clients must:

  • Be at least 18 years of age.
  • Satisfy any specific requirements per service, such as residency, regulatory criteria, or minimum investment thresholds.

4. Client Obligations

By engaging with Advise Partners, you agree to:

  • Furnish accurate, complete, and current information relevant to the service.
  • Update us promptly on any changes in your financial circumstances or objectives.
  • Maintain confidentiality regarding any login credentials provided for account access.

5. Financial Advice and Disclaimer

Our financial guidance is based on information provided by you and prevailing market conditions. Advise Partners makes no guarantees regarding financial outcomes, and you acknowledge that all investment activities carry inherent risks. We are not liable for any gains, losses, or financial impacts resulting from our services.

6. Fees and Payment Terms

Service fees, payment schedules, and any applicable terms will be disclosed prior to engagement. Fees may differ based on service type and complexity. Advise Partners reserves the right to modify fees with prior notice.

7. Confidentiality and Data Privacy

We prioritize the protection of your personal data. All personal information provided will be handled in accordance with our Privacy Policy, detailing our data handling, use, and safeguarding practices.

8. Intellectual Property Rights

All content, trademarks, and intellectual property associated with Advise Partners are owned by us or licensed for our use. Unauthorized use, reproduction, or distribution of these materials is strictly prohibited.

9. Limitation of Liability

Advise Partners disclaims any liability for direct, indirect, incidental, or consequential damages arising from the use of our services.

10. Termination of Service

Advise Partners reserves the right to suspend or terminate your access to services without prior notice in cases of violation of these Terms or applicable legal provisions.

11. Amendments to Terms

Advise Partners reserves the right to modify these Terms at any time. Updated terms will be posted on our website, and continued use of our services constitutes acceptance of any modifications.

Contact Information

For any questions regarding these Terms, please contact us at:

Advise Partners

  • Email: support@advisepartners.in
  • Phone: +917042597709

By engaging with Advise Partners, you consent to the terms of this Privacy Policy.

Acknowledgment

By using our website and services, you acknowledge that you have read, understood, and agree to be bound by this Terms and conditions.