Terms and Conditions

Last Updated:

Aug 30, 2025

Terms & Conditions

Welcome to WealthVein!
By accessing and using our website and services, you agree to the following Terms & Conditions. Please read them carefully before proceeding.


1. Our Services

WealthVein provides financial advisory and planning services, including:

  • Expense Management

  • Budget Planning

  • Mutual Fund Advisory

  • Insurance Advisory

  • Retirement Planning

  • Tax Planning & Filing

Our aim is to equip you with tools and guidance to achieve financial stability and confidence. However, we do not guarantee specific investment returns or financial outcomes. All financial decisions are ultimately your responsibility.


2. Eligibility & Use of Services

  • You must be 18 years or older to use our services.

  • You agree to provide accurate, complete, and up-to-date information whenever required.

  • You are solely responsible for the decisions you make based on our advice, tools, or recommendations.

  • You agree not to misuse our services for unlawful or fraudulent purposes.


3. Advisory Disclaimer

Our role is advisory and educational. While we provide professional guidance, financial and investment choices remain yours.

  • Past performance of investments does not guarantee future results.

  • We are not responsible for market fluctuations, third-party financial products, or regulatory changes.


4. Privacy & Data Protection

We take your privacy seriously.

  • Your personal and financial information will be kept confidential and used only to provide our services.

  • We will not share your data with third parties without your consent, except where required by law.

  • By using our services, you consent to our [Privacy Policy] (if applicable, link to be added).


5. Payments & Fees

  • Fees for our services will be clearly communicated upfront.

  • Payments must be made in full and on time as per agreed terms.

  • Delayed or failed payments may result in suspension of services.


6. Intellectual Property

  • All content on the WealthVein website, including text, graphics, logos, and resources, is the intellectual property of WealthVein.

  • You may not copy, reproduce, distribute, or use our content for commercial purposes without prior written consent.


7. Limitation of Liability

WealthVein will not be held liable for:

  • Any direct, indirect, or incidental losses arising from your financial decisions.

  • Market risks, regulatory changes, or third-party actions outside our control.

  • Any technical errors, interruptions, or delays in accessing our services.


8. Termination of Services

We may suspend or terminate access to our services if you:

  • Provide false or misleading information.

  • Breach these Terms & Conditions.

  • Engage in unlawful or harmful activities using our platform.


9. Updates to Terms

We may update these Terms & Conditions from time to time. Any changes will be posted here with the updated effective date. Continued use of our services implies acceptance of the revised terms.


10. Governing Law & Dispute Resolution

  • These terms are governed by the laws of India.

  • Any disputes shall first be attempted to be resolved amicably. If unresolved, disputes will be subject to the exclusive jurisdiction of the courts in Ernakulam.


11. Contact Us

For any queries regarding these Terms & Conditions, please reach out to us:
📞 +91 94464 07462 | +91 82818 86508
📧 wealthveinofficial@gmail.com