+91 80766 95715 wealthinbox23@gmail.com

Terms & Conditions

Please read these terms carefully before using our services. By accessing our website, you agree to be bound by these terms.

Last Updated: March 28, 2026

1. Acceptance of Terms

By accessing and using the WealthinBox website and services, you agree to comply with and be bound by these Terms & Conditions. If you do not agree with any part of these terms, please do not use our services.

2. Our Services

WealthinBox provides financial advisory services including but not limited to:

  • Mutual Fund Investments
  • Life Insurance
  • Health Insurance
  • General Insurance
  • Bonds & Fixed Income Investments
  • Comprehensive Financial Planning

Our services are provided on a consultation basis, and we do not guarantee any specific investment returns.

3. Advisory Disclaimer

IMPORTANT: The information provided on this website is for general informational purposes only and does not constitute professional financial advice. You should consult with a qualified financial advisor before making any investment decisions. Past performance does not guarantee future results.

WealthinBox and its advisors are not liable for any losses or damages arising from your reliance on information provided through our website or services.

4. User Responsibilities

As a user of our services, you agree to:

  • Provide accurate and complete information when using our services
  • Notify us of any changes to your financial situation or goals
  • Understand that investment decisions carry inherent risks
  • Not use our services for any unlawful purpose
  • Maintain the confidentiality of your account information

5. Fees and Payments

Our fee structure will be clearly communicated to you before you engage our services. Fees may include:

  • Consultation fees (initial consultation is free)
  • Financial planning fees
  • Portfolio management fees
  • Product commissions (if applicable, disclosed upfront)

All fees will be discussed and agreed upon before any services are rendered.

6. Intellectual Property

All content on this website, including text, graphics, logos, images, and software, is the property of WealthinBox and is protected by copyright laws. You may not reproduce, distribute, or create derivative works without our express written consent.

7. Limitation of Liability

To the maximum extent permitted by law, WealthinBox shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our services or website. Our total liability shall not exceed the fees paid by you for our services in the preceding 12 months.

⚠️ Important Investment Disclaimer

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future returns. Insurance is a subject matter of solicitation. Terms and conditions apply to all insurance products.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or terms of these websites. Accessing third-party sites is at your own risk.

9. Termination

We reserve the right to terminate or suspend your access to our services at any time, without notice, for conduct that violates these terms or is harmful to other users of our services.

10. Changes to Terms

We may modify these Terms & Conditions at any time. Changes will be effective immediately upon posting on this page. Your continued use of our services after changes constitutes acceptance of the modified terms.

11. Governing Law

These terms shall be governed by and construed in accordance with the laws of India. Any disputes arising from these terms shall be subject to the exclusive jurisdiction of the courts in India.

Questions About These Terms?

If you have any questions or concerns about these Terms & Conditions, please contact us:

Email: wealthinbox23@gmail.com

Phone: +91 80766 95715

Address: Online Consultation Available Across India