AssetZ Premier Wealth Advisory Pvt Ltd
Effective Date:16-10-2025
Unless otherwise defined in this Agreement, the following terms shall have the following meanings:
“AssetZ” / “Company” / “We” / “Us” / “Our” means AssetZ Premier Wealth Advisory Pvt Ltd, its successors, assigns, agents, employees, and affiliates.
“Client” / “You” / “Your” means the individual or entity that subscribes to or uses the services of AssetZ.
“Services” means investment advisory, financial planning, wealth management, distribution or execution of financial products, and any ancillary services provided by AssetZ under this Agreement.
“Agreement” / “Terms” means these Terms & Conditions, including any amendments or modifications from time to time.
“Confidential Information” means all non-public, confidential, or proprietary information (financial, business, client data, trade secrets, or other) disclosed by either party to the other.
“Applicable Law” means all statutes, regulations, rules, and guidelines applicable in India, including SEBI regulations (e.g., SEBI (Investment Advisers) Regulations, 2013) and any other relevant financial or securities regulation.
These Terms govern the relationship between AssetZ and the Client in respect of the Services.
By engaging or continuing to use the Services, you signify your acceptance of these Terms (as may be amended).
In case of conflict between these Terms and any specific agreement executed between AssetZ and the Client (e.g., engagement letter), the specific agreement shall prevail to the extent of inconsistency.
Registered Entity: AssetZ Premier Wealth Advisory Private Limited (CIN: U65990TN2007PTC064227)
Registered Address: E-29, Megawin Towers, Third Floor, Second Avenue, Besant Nagar, Chennai, Tamil Nadu, India-600090
SEBI / RIA Registration Number: INA200015671
The Client acknowledges that AssetZ is a SEBI-registered entity and shall at all times act in compliance with applicable law.
AssetZ shall provide the Services as agreed in the engagement agreement or work order. This may include research, recommendations, portfolio structuring, execution of trades, monitoring, and reporting.
All advice or recommendations are based on data furnished by the client, AssetZ’s internal research, and prevailing market conditions.
No guarantee or warranty is made regarding returns, profits, or avoidance of losses. The client fully understands that all investments carry risk.
The client is advised to study, independently assess, and seek external advice (legal, tax, accounting) as necessary before acting on any recommendation.
The Client represents and warrants that:
a) They are legally capable of entering into this Agreement (i.e. 18+ years, not disqualified under law).
b) All information provided to AssetZ (financial, personal, risk profile, etc.) is true, accurate, and complete.
c) They will notify AssetZ promptly of any change in such information.
The Client shall use the Services lawfully, and not for any fraudulent, unlawful, or prohibited purpose.
The Client shall cooperate with AssetZ, supply required documents/information, and respond to queries in a timely manner.
Fees for Services shall be as agreed (in writing) in the engagement agreement or schedule annexed.
All fees are exclusive of applicable taxes, regulatory levies, and costs, which shall be borne by the Client.
AssetZ may revise its fee structure from time to time, with advance notice to the Client, subject to regulatory compliance.
In the event of non-payment by the Client, AssetZ may suspend services or terminate the agreement (after due notice).
Each party shall maintain confidentiality of the other party’s Confidential Information and shall not disclose it except:
(a) with prior written consent;
(b) to its employees, agents, professional advisors who are bound by confidentiality;
(c) as required by law, regulation, judicial order, or regulatory authority.
AssetZ may collect, process, and retain personal and financial data of the Client for the purpose of providing the Services. The Client consents to such processing in accordance with the AssetZ Privacy Policy.
AssetZ shall implement reasonable security measures to protect Client data, but cannot guarantee absolute security against all threats.
To the maximum extent permitted under Applicable Law, AssetZ’s total aggregate liability for any claim arising under or in connection with the Services or this Agreement shall not exceed the fees paid by the Client for the particular Service giving rise to the claim.
The Client agrees to indemnify, defend, and hold harmless AssetZ, its directors, employees, agents, and affiliates from any loss, damage, liability, or cost (including legal fees) arising from:
(a) breach of representations, warranties, or obligations by the Client;
(b) misuse of Services;
(c) third-party claims arising from Client’s actions or instructions.
All intellectual property rights (copyrights, trademarks, patents, design rights, etc.) in reports, models, methodologies, software, documents, or content created by AssetZ or used in connection with the Services belong exclusively to AssetZ (or its licensors).
The Client may use such materials only for the purposes agreed, and may not reproduce, modify, distribute, or publicly display them without AssetZ’s prior written permission.
This Agreement begins on the Effective Date and continues until terminated in accordance with this section or as per the specific engagement agreement.
AssetZ may suspend or terminate Services immediately (or after notice) if the Client:
(a) materially breaches these Terms;
(b) fails to pay fees;
(c) provides materially false or incomplete information;
(d) becomes insolvent, bankrupt, or is otherwise unable to perform obligations.
The Client may terminate by providing [specify notice period, e.g. 30 days’] written notice, subject to fulfilling outstanding obligations.
Upon termination, the Client must pay all fees and expenses incurred up to the date of termination.
AssetZ may amend or supplement these Terms at its sole discretion.
Revised Terms will be published on AssetZ’s website or communicated through other means.
Continued use of Services after such amendment shall be deemed acceptance of the revised Terms.
Neither party shall be liable for delay or failure in performance to the extent caused by circumstances beyond its reasonable control (acts of God, strikes, civil unrest, governmental action, pandemics, system failures, telecommunication disruptions, etc.).
Performance time shall be extended by the period of such force majeure, provided prompt notice is given.
Notices under this Agreement shall be in writing and delivered via email, registered post, courier, or other recognized communication mode to the address or email on record.
Notices shall be effective when received (or on the date specified in the notice if later).
These Terms are governed by the laws of India.
Any dispute, controversy or claim arising out of or relating to these Terms or the Services shall be resolved through arbitration/mediation or courts as specified in your engagement agreement.
In absence of a specific clause in engagement agreement, courts located in Chennai, Tamil Nadu shall have exclusive jurisdiction (or you may choose another preferred city).
If any provision of these Terms is held invalid or unenforceable under any law, the remaining provisions shall remain in full force and effect.
No waiver (by either party) of any right or remedy under these Terms shall be effective unless in writing and signed; a waiver of one breach shall not constitute waiver of later breaches.
These Terms, along with the engagement agreement, schedules, and annexures, constitute the entire agreement between the parties with respect to the Services and supersede all prior agreements or understandings (written or oral).
Assignment: The Client may not assign its rights or obligations under this Agreement without prior written consent of AssetZ. AssetZ may assign its rights to an affiliate or successor.
Headings are for convenience and do not affect interpretation
Relationship: Nothing in this Agreement shall be construed to create a joint venture, partnership, agency, or employer-employee relationship.