Terms & Conditions
Please read these terms carefully before accessing or using our website and services.
Last Updated: March 2, 2026
Terms and Conditions of Use
By accessing and using the Wealth & Beyond website and services, you agree to be bound by these terms and conditions. The content provided is for informational purposes only and should not replace professional advice or consultation with qualified financial advisors.
All services, communications, and interactions are subject to ICAI guidelines and applicable laws in India. Wealth & Beyond reserves the right to modify website content, terms, and service offerings at any time with or without notice.
Acceptance of Terms
By using this website, you acknowledge that you have read, understood, and agree to be bound by these terms and conditions, as well as our privacy policy. If you do not agree to these terms, please do not use this website. Your continued use indicates your acceptance of any changes to these terms.
User Responsibilities
Users are responsible for:
Legal Compliance & Regulatory Framework
ICAI Compliance
All financial advisory services are provided in strict compliance with Indian laws and ICAI regulations.
Client Confidentiality
Client confidentiality is maintained as per professional standards and applicable data protection laws.
Regulatory Adherence
We adhere to all regulatory requirements for financial advisory services in India.
Code of Ethics
Services are provided in accordance with the Code of Ethics established by ICAI.
Service Terms and Conditions
Our financial advisory services are provided based on:
Accurate Information
Complete and accurate information provided by clients
Market Conditions
Current market conditions and regulatory environment
Professional Analysis
Professional judgment and comprehensive analysis
Client Objectives
Client's financial objectives and risk tolerance assessment
Important Disclaimer
The information provided on this website is for educational and informational purposes only. It is not intended as, and shall not be construed as, financial advice, investment advice, or a recommendation to buy or sell any security.
Past performance is not a guarantee of future results. All investments carry risk, including the potential loss of principal. Always consult with a qualified financial advisor before making any investment decisions.
Intellectual Property Rights
All content on this website — including text, graphics, logos, images, and software — is the exclusive property of Wealth & Beyond and protected by copyright and intellectual property laws.
Limitation of Liability
To the fullest extent permitted by law, Wealth & Beyond shall not be liable for any:
Modifications to Terms
Wealth & Beyond reserves the right to modify these terms and conditions, website content, or service offerings at any time without prior notice. Changes become effective immediately upon posting. Your continued use of the website constitutes acceptance of modified terms. It is your responsibility to review these terms periodically.
Governing Law and Jurisdiction
These terms and conditions are governed by and construed in accordance with the laws of India, without regard to its conflict of law principles.
Any disputes, claims, or actions arising from or relating to these terms shall be subject to the exclusive jurisdiction of the courts in Mumbai and Nagpur, India. You irrevocably consent to the jurisdiction of these courts.
Questions About These Terms?
If you have any questions, concerns, or disputes regarding these terms and conditions, please contact us.