Terms of use
These Terms and Conditions (“T&C”) govern the access and use of services offered by Invsify Technologies Private Limited (“Company” / “Investment Adviser” / “IA”), a SEBI-registered Investment Adviser (Registration No. INA000020572), having its registered office at F-33/3, 2nd Floor, Phase – 2, Okhla Industrial Estate, New Delhi – 110020.
By subscribing to or using our services, you (“Client” / “User”) acknowledge that you have read, understood, and agreed to these T&C, along with the Investment Advisory Agreement, Privacy Policy, and applicable SEBI regulations
1. Regulatory Status
- Invsify is registered with SEBI as a Non-Individual Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013.
- Registration with SEBI and membership of BSE Administration and Supervision Limited (BASL) do not guarantee performance or returns.
- All services are provided strictly in accordance with SEBI guidelines and Code of Conduct.
2. Nature of services
- Services provided are non-discretionary and non-binding investment advice.
- The IA does not:
- Execute trades or transactions on behalf of clients.
- Hold client funds or securities.
- Provide assured or guaranteed returns.
- Advice is based on client’s risk profile, financial objectives, and information provided.
3. Subscription & Access
- Services are accessible only while the Client’s subscription remains active.
- Subscription fees are as per SEBI’s prescribed fee caps:
- Fixed Fee Mode: Maximum ₹1,25,000 per annum per client/family.
- AUA Mode: Maximum 2.5% of Assets Under Advice per annum.
- Clients may request cancellation, subject to pro-rata refund rules under SEBI regulations.
4. Client Responsibilities
- Provide accurate and complete information during onboarding and throughout the engagement.
- Update the IA of any material changes in financial situation, objectives, or risk tolerance.
- Make independent investment decisions; the IA is not responsible for execution.
5. Risk Disclosure
- All investments in securities are subject to market risks, including possible loss of principal.
- Past performance does not indicate or guarantee future results.
- Product-specific risks (Structured Products, PMS, AIFs, Bonds, etc.) are outlined in Annexure: Product-Specific Declarations, which Clients must acknowledge before availing such services.
6. Confidentiality & Data
- Client information will be treated as confidential.
- Data may be shared with regulators, auditors, or third-party service providers only with client consent or as required by law.
7. Conflicts of Interest
- Invsify may advise multiple clients, and recommendations may differ based on client needs.
- The IA and its group entities maintain strict advisory–distribution segregation; only direct plans/products are recommended.
8. Grievance Redressal
- Clients may raise complaints via [email protected] or +91-2269331660
- Complaints will be acknowledged within 7 working days and resolved within 30 days.
- If unresolved, Clients may escalate via SEBI SCORES portal: https://scores.sebi.gov.in.
9. Limitation of Liability
- The IA shall not be liable for losses, damages, or claims arising from:
- Market fluctuations or performance of securities.
- Client’s execution of advice.
- Failures of third-party systems (brokers, exchanges, etc.).
- Liability, if any, shall be limited to the extent of gross negligence, fraud, or willful misconduct by the IA.
10. Governing Law & Jurisdiction
- These T&C are governed by the laws of India.
- Any disputes shall be subject to arbitration under the Arbitration and Conciliation Act, 1996, seated in New Delhi.
- Subject to arbitration, the courts of New Delhi shall have exclusive jurisdiction.
11. Amendments
The IA reserves the right to update or modify these T&C from time to time, in line with SEBI regulations. Updated terms will be published on the website, and continued use of services constitutes acceptance of such updates