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KYC & ONBOARDING CLAUSE

Client Onboarding & KYC

To access certain features or services, users may be required to complete an onboarding process, which may include submission of personal and financial information.

What this may include:

  • Identity details (Name, PAN, Date of Birth)
  • Contact information
  • Financial profile and investment preferences
  • Risk profiling inputs

Verification

We may rely on:

  • Self-declared information
  • Third-party verification systems
  • Digital KYC processes (where applicable)

We do not guarantee the accuracy of third-party verification systems.

User Responsibility

You agree that:

  • All information provided is true, accurate, and complete
  • You will update information when required
  • You are solely responsible for decisions made based on your profile

Right to Restrict Access

We reserve the right to:

  • Accept or decline onboarding
  • Restrict access in case of incomplete or inconsistent information

Voluntary Participation

Participation in onboarding is voluntary.
If you do not wish to proceed, you may discontinue use of the platform.

Bengaluru, India

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

Get In Touch

contact@numberswealth.in

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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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