Validus Wealth Managers Private Limited will use your personal information to manage your account(s) whilst providing our services and to develop and improve upon our services to you. We will not disclose your personal information to any external person or entity other than to:
As required by law or regulation. Persons acting as our service providers or agents under a strict code of confidentiality; Anyone to whom we transfer or may transfer our rights and duties under your Customer Agreement; or
In the event your information is shared with a service provider or agent in another country, we will make sure that the service provider or agent agrees to apply the same levels of protection as we are required to apply to information held in India, and to use your information only for the purpose of providing the agreed service. Security safeguards are in place to protect your personal information against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification regardless of the format in which it is held. Validus Wealth Managers Private Limited’s safeguards vary depending on the sensitivity of the personal information. The highest level of protection is given to the most sensitive personal information.
The information in this Internet site is intended for general information regarding Validus Wealth Managers Private Limited, its products and services and its approach to wealth management, and is subject to change without notice. No part of this information may be construed as advice or otherwise be relied upon for making investment decisions. This site may contain links to Internet sites hosted by other entities. Validus Wealth Managers Private Limited does not offer any warranties or representation, express or implied, as to the relevance, accuracy or completeness of the information contain therein; Validus Wealth Managers Private Limited does not subscribe to any views expressed in these sites. In no event will Validus Wealth Managers Private Limited, its promoters, directors, officers, employees or representatives accept any liability with regard to any information contained in this site or any other linked Internet sites. The views expressed in the blogs in this site are the personal opinions of the authors and are subject to change without notice. The information is intended for general information purposes and no part of this information may be construed as advice or otherwise be relied upon for making investment decisions. The information is not intended as an offer or solicitation to buy or sell securities or any other investment or banking product, nor does it constitute a personal recommendation. Nothing in this material constitutes investment, legal, credit, accounting or tax advice, or a representation that any investment or strategy is suitable or appropriate to your individual circumstances. To the extent permitted by law and without being inconsistent with any applicable regulations, Validus Wealth Managers Private Limited and its promoters, directors, officers, employees or representative shall not accept any responsibility for any direct or indirect or consequential loss suffered by you or any other person as a result of you acting, or deciding not to act, in reliance upon such information, opinions and analysis. This information does not constitute financial research. Any unauthorised use or reproduction of any information or proprietary rights contained in this site is strictly prohibited.
Validus Wealth Managers Pvt. Ltd. (hereinafter referred to as “Validus Wealth”) as agent of various asset management companies / financial product providers, whereby offering/distributing/referring various Financial Products/services including but not limited to Mutual Funds, Alternative Investment Funds, Third Party Portfolio Management Services, Bonds, Insurance products, Structured Products, Other financial products/ services, to its Clients (hereinafter referred to as “Financial Services” and that such products would be referred to as “Financial Products”). The Client may hold Investments in various holding combinations (singly as well as Jointly with other Clients of Validus Wealth). Each such holding combination of account will be, hereinafter, referred to as “Financial Services Account”. Validus Wealth requests the Client to carefully go through Financial Services Terms & Conditions. By agreeing to avail the Financial Services, the Client understand and accept all the obligations stipulated in the Financial Services Terms & Conditions and agree to abide by them. Accessing the Financial Services through any medium, including but not limited to Validus Wealth Website or Validus Wealth mobile apps, is also subject to these Financial Services Terms & Conditions.
The Client understands, acknowledges, agrees, undertakes or confirms:
Online Financial Services refers to a facility that enables the Client to transact in units of Mutual Funds by placing an instruction with Validus Wealth either on Validus Wealth Website, Validus Wealth mobile app or using Common Investment Transaction form or email to Validus Wealth’s designated Email id) or on recorded line and any other mode as provided by Validus Wealth from time to time. Terms and Conditions for Online Financial Services are mentioned below:
The Client hereby irrevocably authorizes Validus Wealth, at his / her risk and cost, all of the following:
The Client further agrees, understands, undertakes and confirms: