This website is operated by FINVESTR CAPITAL. (hereinafter referred to as “FINVESTR”) Throughout the site, the terms “we”, “us” and “our” refer to FINVESTR CAPITAL. who offers this website, including all information, tools and services available from this site to you, the user, conditioned upon your acceptance of all terms, conditions, policies and notices stated here.

By visiting our site and/ or purchasing something from us, you engage in our “Service” and agree to be bound by the following terms and conditions (“Terms of Service”, “Terms”), including those additional terms and conditions and policies referenced herein and/or available by hyperlink. These Terms of Service apply to all users of the site, including without limitation users who are browsers, vendors, customers, merchants, and/ or contributors of content.

Please read these Terms of Service carefully before accessing or using our website. By accessing or using any part of the site, you agree to be bound by these Terms of Service. If you do not agree to all the terms and conditions of this agreement, then you may not access the website or use any services. If these Terms of Service are considered an offer, acceptance is expressly limited to these Terms of Service.

Any new features or tools which are added to the current site shall also be subject to the Terms of Service. You can review the most current version of the Terms of Service at any time on this page. We reserve the right to update, change or replace any part of these Terms of Service by posting updates and/or changes to our website. It is your responsibility to check this page periodically for changes. Your continued use of or access to the website following the posting of any changes constitutes acceptance of those changes.


In this Agreement, unless otherwise defined, the following terms shall have the meaning as follows:

Portfolio means the Securities held by the Clients pursuant to investments made on the advice of the Investment Advisor under this Agreement;

Investment Plan shall mean the investment plan structured by the Investment Advisor pursuant to this Agreement;

Funds shall mean the monies deployed by the Client towards investments suggested by the Investment Advisor under this Agreement;

Regulations shall mean the SEBI (Investment Advisor Regulations) 2013 issued by the Securities and Exchange Board of India;

Securities shall mean all the securities as defined in Sec 2(h) of Securities Contract (Regulation) Act, 1956.

1. Appointment: The Client hereby appoints the Investment Advisor to provide financial planning services and advice on investing in, purchasing, selling or otherwise dealing in Securities or investment products, and advice on investment portfolio containing Securities under the terms and conditions of this Agreement.

2. Scope of Services: The services under this Agreement shall be restricted to the following scope:

3. Responsibilities of the Client:

4. Terms:This agreement shall commence on ________________ (hereinafter referred to as the “Date of Commencement”) and remain valid for a period of five (5) years therefrom. On expiry, the Agreement shall be deemed to be renewed ipso facto for another five (5) years unless agreed otherwise by the Parties.

5. Consideration and Expenses:

6. Termination:

7. Confidentiality: The Investment Advisor agrees to handle all information provided by the Client with utmost care and confidentiality in accordance with applicable regulations and prescribed industry standards. However, if required by an appropriate government authority or by the Regulations, the Investment Advisor may have to divulge said confidential information but agrees to provide appropriate notice to the Client before doing so.

8. Investment Risks: The Client expressly acknowledges and agrees that all investments are subject to third party risks, market risks etc., and in no circumstance shall the Investment Advisor be liable for any losses suffered by the Client as a result of any investment made pursuant to this Agreement. A list of such risks has been described in Annexure II of this Agreement; however, it shall in no manner serve as conclusive list of all possible risks that could arise out of such investment.

9. Limitation of Liability:

10. Conflict of Interests: The Client also understands that the Investment Advisor may give advice or take action in performing their duties to other clients, or for their own accounts, that differ from advice given to or acts taken for the Client. The Investment Advisor is not obligated to buy, sell or recommend for Client any security or other investment, that the Investment Advisor may buy, sell or recommend for any other Client or for its own accounts. This Agreement does not limit or restrict in any way Investment Advisor from buying, selling or trading in any security or other investments for their own accounts, subject to compliance with the Regulations.

11. Execution/Distribution Services: The Investment Advisor company also provides services involving execution of the said investments through a Separately Identifiable Department (SID). Should the Client wish to avail of the said execution services, it shall enter into a separate agreement for the same. In case the Client also avails of the execution services, the investment advice rendered to the Client may be made available in a central depository where the SID providing execution services may access the same. This will only be done on the express authorization of the Client, and incompliance with the Regulations, to ensure smooth processing for the Client.

12. Notice: Any notice, demand or other communication to be made under or in connection with this Agreement shall be made in writing unless otherwise stated. Such notice, demand, request or other communication shall be deemed to have been duly given or made when it shall be (i) delivered personally; or (ii) sent by facsimile; or (iii) sent by registered mail with acknowledgement due, postage prepaid or courier; or (iv) sent by email (provided that the email is followed up with a copy by any of the aforesaid modes) to the addresses as mentioned above.

Any change in the same must be intimated to the other Party at the earliest.

13. Arbitration and Dispute Resolution:

14. Governing law and Jurisdiction:

15. Consideration and Expenses:

16. Term: This agreement shall commence on the date of execution and remain valid for a period of five (5) years therefrom. On expiry, the Agreement shall be deemed to be renewed ipso facto for another five (5) years unless agreed otherwise by the Parties.

17. Termination: