Terms & Conditions

Terms and Conditions

Last Updated: 10-Jan-2026

Welcome to NiveshPlanning. By accessing or using this website, you agree to comply with and be bound by the following Terms and Conditions. If you do not agree, please do not use this website.

 


 

1. About NiveshPlanning

NiveshPlanning is a Mutual Fund Distributor registered with the Association of Mutual Funds in India (AMFI).

  • ARN: 348155

NiveshPlanning acts only as a distributor of mutual fund products and does not provide investment advisory services unless explicitly stated and registered as such.

 


 

2. Nature of Services

  • We facilitate the distribution of mutual fund schemes of various Asset Management Companies (AMCs)
  • We may assist investors with information, transaction support, and operational services
  • We do not provide personalized investment advice unless covered under a separate advisory agreement

 


 

3. No Investment Advice

  • All content on this website is for educational and informational purposes only
  • Nothing on this website should be construed as:
    • Investment advice
    • A recommendation to buy or sell any mutual fund scheme
    • Financial, tax, or legal advice

Investors are advised to consult their financial advisor and read all scheme-related documents carefully before investing.

 


 

4. Market Risk Disclosure

  • Mutual fund investments are subject to market risks
  • Net Asset Values (NAVs) may go up or down depending on market conditions
  • Past performance is not indicative of future results

There is no guarantee of returns or capital protection.

 


 

5. User Responsibilities

By using this website, you agree that:

  • You will provide accurate and complete information when required
  • You will comply with all applicable laws, including KYC, AML, and FATCA requirements
  • You will not misuse the website or attempt unauthorized access

 


 

6. Transactions and Execution

  • All mutual fund transactions are subject to the terms and conditions of the respective AMC and Registrar
  • NiveshPlanning is not responsible for delays or failures caused by:
    • AMCs
    • Registrars
    • Banks
    • Third-party platforms or service providers

 


 

7. Commission Disclosure

NiveshPlanning may receive commission from AMCs for the distribution of mutual fund schemes, as per applicable regulations.

Such commissions do not represent extra charges to the investor unless explicitly disclosed.

 


 

8. Third-Party Links

This website may contain links to third-party websites.

  • NiveshPlanning does not control or endorse external websites
  • We are not responsible for their content, accuracy, or security
  • Accessing third-party links is at the user’s own risk

 


 

9. Limitation of Liability

NiveshPlanning shall not be liable for:

  • Any loss arising due to market fluctuations
  • Decisions taken by users based on website information
  • Technical issues, interruptions, or data inaccuracies

Use of this website is entirely at the user’s own risk.

 


 

10. Intellectual Property

All content on this website—including text, logos, graphics, and design—is the property of NiveshPlanning.

Unauthorized copying, reproduction, or distribution is prohibited without prior written consent.

 


 

11. Privacy and Data Protection

Your use of this website is also governed by our Privacy Policy, which explains how we collect, use, and safeguard your personal information in compliance with applicable Indian laws.

 


 

12. Modifications to Terms

NiveshPlanning reserves the right to modify these Terms and Conditions at any time without prior notice.

Continued use of the website constitutes acceptance of the updated terms.

 


 

13. Governing Law and Jurisdiction

These Terms and Conditions shall be governed by and interpreted in accordance with the laws of India.

Any disputes shall be subject to the exclusive jurisdiction of the courts of [Your City, India].

 


 

14. Contact Details

For any queries related to these Terms and Conditions, please contact:

Firm Name: NiveshPlanning
Email: Niveshplanning.ved@gmail.com
Phone: 9783-000-FourSixSix
Address: LG-01, Jaipur Textile Market, Jagatpura, Jaipur, Rajasthan 302017

 


 

Mandatory Disclaimer

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.