T&C : Financial Planning Services

  1. Acceptance of Terms and Understanding of Services
    The Client acknowledges and confirms that they have read, understood, and agreed to the scope of Financial Planning Services provided by Vasupradah Investment Advisory Services Private Limited (VIASPL), including the associated fee structure outlined herein.
  1. Client Cooperation and Information Disclosure
    The Client affirms that, upon their written request to VIASPL, they were provided with the opportunity to:
  • Share all necessary and relevant financial and personal details required for the preparation of the Financial Planning Report.
  • Ask questions and interact with the person(s) associated with VIASPL’s Financial Planning division.
  1. Basis and Nature of the Financial Planning Report
    The Financial Planning analysis and report are prepared based on VIASPL’s assessment of past and reasonably projected future market rate of return and growth as well as other economic indicators.
  • The Client may submit a written request to incorporate specific economic or market indicators into the analysis, and VIASPL will consider such requests.
  • Accuracy Disclaimer: The accuracy and reliability of the future projections (outflows and inflows) within the report are critically dependent on the accuracy and completeness of the financial and personal inputs provided by the Client.
  • Limitation of Scope: This report constitutes a one-time activity and should not be construed or relied upon as a recommendation, solicitation, or comprehensive advice for specific investment decisions.
  • VIASPL offers support for a period of six months from the date of submission of the profiler on any changes in the plan as per the clients requests as a part of the service.
  1. Fees
  • A  one-time fee for the Financial Planning Services described above is ₹12,500 (Rupees Twelve Thousand Five Hundred only), payable in advance of the commencement of the work.