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CLIENT AGREEMENT / ONBOARDING TERMS

Client Agreement (Digital Acceptance)

By proceeding with onboarding or using platform features, you acknowledge and agree:

1. Nature of Engagement

  • You are using a technology-enabled platform
  • Services may include information, tools, and access to products
  • No fiduciary or advisory relationship is assumed unless separately agreed

2. Suitability & Decisions

  • You are responsible for evaluating suitability of investments
  • All investment decisions are made at your own discretion

3. Data Usage

You consent to use of your data for:

  • Profiling
  • Personalization
  • Platform improvement

As per the Privacy Policy.

4. Third-Party Products

  • Investments may be executed through third-party providerss
  • Their terms and risks apply independently

5. Risk Acknowledgement

You confirm that:

  • You understand investment risks
  • You are aware of possible losses
  • You accept responsibility for outcomes

6. Digital Consent

  • Your acceptance (checkbox / click) constitutes a valid agreement
  • No physical signature is required

7. Right to Exit

  • You may discontinue use at any time
  • Existing investments remain subject to respective product terms

8. Limitation of Responsibility

We are not responsible for:

  • Market losses
  • Third-party product performance
  • Delays or errors beyond reasonable control
Bengaluru, India

No. 17, Mayo Centre, 2nd Floor, Commissariat Road, Bangalore 560025.

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Regulatory, Product & Disclosure Information

Asset Management Companies (AMCs):

Popular Mutual Funds:

Disclaimers:

Mutual fund and securities investments are subject to market risks. Past performance does not indicate future performance. Please read all scheme-related documents carefully before investing.

Numbers Wealth Partners Pvt. Ltd.

CIN - U66190KA2025PTC204111

PAN - AAKCN5638G

ARN - 339600

ARN validity till: 03 December 2028

APRN Code : APRN-07549

APRN validity till: 25 December 2028

NSE Distributor Membership Id - 1027316

amfiAMFI Regd. Mutual Fund Distributor

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