Terms & Conditions
These Terms and Conditions (“Agreement”) govern your use of investment management and related services provided by Singularis Wealth (“we”, “us”, “our”). By engaging our services, you agree to the following terms. Please read them carefully.
Our Services
- We provide investment management and financial planning services as agreed with you.
- All services are tailored based on your financial goals, risk profile, and instructions.
Client Responsibilities
- You agree to provide accurate and complete information about your financial situation and update us if your circumstances change.
- You are responsible for reviewing all reports and statements provided and notifying us promptly of any discrepancies.
Investment Decisions
- We will manage your investments in accordance with the agreed strategy and risk profile.
- Investment values can go up or down, and past performance is not indicative of future results.
Fees and Charges
- Our fees and charges will be clearly communicated to you in advance and may be subject to change with notice.
- All applicable taxes, transaction fees, and third-party charges are your responsibility.
Confidentiality and Data Protection
- We will keep your personal and financial information confidential, except as required by law or with your consent.
- Your data will be processed in accordance with applicable data protection laws.
Conflicts of Interest
- We maintain policies to manage potential conflicts of interest and will disclose any material conflicts that may arise.
Communication
- We may communicate with you via email, phone, or other agreed-upon methods.
- It is your responsibility to ensure we have your current contact details.
Limitation of Liability
- We will act with reasonable care and skill in providing our services.
- We are not liable for losses due to market fluctuations or events beyond our control (force majeure).
Termination
- Either party may terminate this Agreement by giving written notice.
- Upon termination, outstanding fees remain payable, and we will assist in transferring your assets as needed.
Amendments
We may update these Terms and Conditions from time to time. You will be notified in advance of any material changes.
Governing Law
This Agreement is governed by the laws of India Jurisdiction.
Complaints
If you have any complaints, please contact us promptly. We will address your concerns in accordance with our complaints policy.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Singularis Wealth
WeWork Princeville Block, Embassy Golf Links Business Park, Challaghatta Bengaluru – 560071.
Email Us at:
at@singulariswealth.com
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