
Terms and Conditions
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
