Terms of Use
Welcome to Yatish Financial Services. By accessing or using our website, mobile platform, or any services offered by us including SIPs, Lumpsum investments, wealth management, and other financial advisory services you agree to be bound by the following Terms of Use.
Please read these terms carefully before using our services.
1.] Acceptance of Terms
By using our services, you agree to comply with and be legally bound by these Terms of Use and our Privacy Policy. If you do not agree, please do not access or use our services.
2.] Eligibility
You must be at least 18 years old and legally competent to enter into a binding agreement to use our services. By using our services, you represent that you meet this eligibility requirement.
3.] Services Offered
- Systematic Investment Plans (SIPs)
- Lumpsum Investments
- Wealth Management & Personalized Advisory
- Distribution of Mutual Funds, Fixed Deposits, Bonds
- Retirement & Tax Planning
- Estate & Will Planning
- Cash Flow & Treasury Management for SMEs
- Education Cost Planning
These services may be subject to additional agreements and disclosures based on applicable regulations.
4.] User Responsibilities
You agree:
To provide accurate, complete, and up-to-date information
Not to use our services for any unlawful, fraudulent, or malicious purpose
To maintain the confidentiality of any login credentials and notify us immediately in case of unauthorized access
To comply with all applicable laws and financial regulations
5.] No Investment Guarantee
Investment in financial instruments involves risks. Yatish Financial Services does not guarantee any returns or performance of any product. Past performance is not indicative of future results. You are encouraged to make informed decisions based on your risk profile and goals.
6.] Intellectual Property
All content on our website and platforms, including but not limited to logos, trademarks, graphics, text, and software, is the property of Yatish Financial Services or its licensors. You may not copy, reproduce, or distribute any content without prior written permission.
7.] Third-Party Services
We may use or recommend third-party services such as fund houses, banks, or legal advisors. We are not responsible for the performance, availability, or terms of these third-party providers.
8.] Limitation of Liability
Yatish Financial Services shall not be liable for any direct, indirect, incidental, special, or consequential damages resulting from:
- The use or inability to use our services
- Unauthorized access to your data or transmissions
- Delays, inaccuracies, or omissions in the information provided
- Investment losses or missed opportunities
9.] Termination
We reserve the right to suspend or terminate your access to our services at any time, without notice, for any violation of these Terms of Use or applicable laws.
10.] Amendments
We may update these Terms of Use at any time. Continued use of our services after changes means you accept the revised terms. You are advised to review this page periodically.
11.] Governing Law
We may update these Terms of Use at any time. Continued use of our services after changes means you accept the revised terms. You are advised to review this page periodically.
12.] Contact Information
For any queries regarding these Terms of Use:
Yatish Financial Services
Email: contact@yatishfinance.com
Phone: (+91) 7003527739
Address: Apeejay House, Block – C, 8th Floor, 15, Park Street, Kolkata – 700016, West Bengal, India
