Terms & Conditions

1. Acceptance of Terms

By accessing and using the Plan My Fund website and services, you accept and agree to be bound by these Terms and Conditions. If you do not agree to these terms, please do not use our website or services. These terms apply to all visitors, users, and others who access or use our services.

2. Description of Services

Plan My Fund provides professional advisory services including but not limited to CFO Services, Tax Advisory, Accounts & Compliance, Wealth Management, Investment Banking, and Family Office services. The specific scope, terms, and conditions of any engagement will be set forth in a separate agreement between Plan My Fund and the client.

3. Professional Advice Disclaimer

The information provided on this website is for general informational purposes only and does not constitute professional financial, tax, legal, or investment advice. You should consult with qualified professionals before making any financial decisions. Plan My Fund makes no representations or warranties about the accuracy or completeness of any information on this website.

4. User Responsibilities

By using our website and services, you agree to:

• Provide accurate and complete information when requested
• Maintain the confidentiality of any account credentials
• Use our services only for lawful purposes
• Not engage in any activity that could damage, disable, or impair our services
• Not attempt to gain unauthorized access to any part of our systems
• Comply with all applicable laws and regulations

5. Intellectual Property

All content on this website, including but not limited to text, graphics, logos, images, and software, is the property of Plan My Fund or its content suppliers and is protected by intellectual property laws. You may not reproduce, distribute, modify, or create derivative works from any content without our express written permission.

6. Confidentiality

Plan My Fund maintains strict confidentiality regarding all client information. We will not disclose any confidential information to third parties except as required by law or with your express consent. Our confidentiality obligations are detailed in our engagement agreements with clients.

7. Limitation of Liability

To the fullest extent permitted by law, Plan My Fund shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our website or services. Our total liability for any claim arising from our services shall be limited to the fees paid by you for those services.

8. Indemnification

You agree to indemnify and hold harmless Plan My Fund, its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including legal fees) arising out of your use of our services, your violation of these terms, or your violation of any rights of a third party.

9. Third-Party Links

Our website may contain links to third-party websites or services that are not owned or controlled by Plan My Fund. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services.

10. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of India. Any disputes arising under or in connection with these terms shall be subject to the exclusive jurisdiction of the courts located in Bengaluru, Karnataka, India.

11. Modifications to Terms

Plan My Fund reserves the right to modify these Terms and Conditions at any time. We will notify users of any material changes by updating the "Last updated" date at the top of this page. Your continued use of our services after any modifications constitutes your acceptance of the revised terms.

12. Severability

If any provision of these Terms and Conditions is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that the remaining provisions shall remain in full force and effect.

13. Contact Information

If you have any questions about these Terms and Conditions, please contact us at info@pmfadvisors.in or via our Contact Us page.