Effective date: 30 October 2026
These Terms of Service (“Terms”) govern your use of this website (“Website”) and any services provided by Circle Wealth Advisors Pvt. Ltd. (“we”, “our”, “us”). By accessing or using the Website, you agree to these Terms.
1. Use of the website
The Website is intended for information and to facilitate communication about the financial advisory services of Circle Wealth Advisors.
You agree to use the Website in compliance with applicable laws, regulations and these Terms. Unauthorised use of the Website, including attempts to interfere with its functionality or security, is strictly prohibited.
2. Services provided
Circle Wealth Advisors provides personalised financial advisory services, including wealth planning, risk management, asset allocation and tax planning.
Any investment decision or financial action you take based on information on the Website is your responsibility. Circle Wealth Advisors does not guarantee specific investment returns.
3. Intellectual property
All content on the Website, including text, graphics, logos and images, is the property of Circle Wealth Advisors or its licensors and is protected by intellectual property laws.
You may not copy, distribute, modify or create derivative works from Website content without prior written consent from Circle Wealth Advisors.
4. Privacy
Your use of the Website is also governed by our Privacy Policy. By using the Website, you consent to the collection and use of information as described in it.
5. External links
The Website may contain links to third-party websites. Circle Wealth Advisors is not responsible for the content, privacy practices or policies of those sites. Please review the terms and privacy policies of any third-party site you visit.
6. Limitation of liability
Circle Wealth Advisors is not liable for any direct, indirect, incidental or consequential damages arising from your use of the Website or reliance on information provided on it.
The Website and its content are provided “as is”, without warranties of any kind, express or implied.
7. Indemnification
You agree to indemnify and hold Circle Wealth Advisors harmless from any claims, losses, liabilities, damages, costs or expenses arising from your violation of these Terms or misuse of the Website.
8. Termination
Circle Wealth Advisors may suspend or terminate access to the Website for any user who violates these Terms, at our sole discretion.
9. Governing law
These Terms are governed by the laws of India. Any dispute arising from use of the Website or the services is subject to the jurisdiction of the courts in Mumbai, India.
10. Updates to these terms
We may update these Terms from time to time. Changes will be posted on this page with a revised effective date.
