Terms & Conditions – Corporates Wealth & Finance

Welcome to Corporates Wealth & Finance. By accessing or using our website and services, you agree to comply with and be bound by the following Terms & Conditions. Please read them carefully.

1. Acceptance of Terms

By using our services, you acknowledge that you have read, understood, and agreed to these terms. If you do not agree, you should not use our services.

2. Use of Services

Our services are intended for lawful purposes only. You agree to provide accurate and complete information while using our platform.

3. Services Offered

We provide a variety of financial and business services, subject to the following conditions:

📄 Invoice Processing (Zoho & Bookipi)
Services depend on accurate data provided by the client. We are not responsible for discrepancies due to incorrect inputs.

👨‍💼 Employee Payroll
Payroll processing is based on applicable laws and provided data. Final verification remains the client’s responsibility.

💰 Claims & Reimbursements
Processing is subject to company policies and document validation.

📊 GST Filing
GST services are provided based on submitted data and current regulations. Clients are responsible for compliance and accuracy.

🏢 MSME Handling
MSME services depend on eligibility criteria and regulatory guidelines.

🧾 ITR Filing
Tax filings are completed based on information provided by users. Liability rests with the taxpayer.

📈 DEMAT Account Opening
Account opening is subject to KYC verification and approval by financial institutions.

📊 Trade Portfolio Management System
Portfolio data and analytics are for informational purposes only and do not guarantee returns.

📉 Stock Market Assistance
Investments are subject to market risks. We do not assure profits or prevent losses.

💼 Wealth & Finance Management
Advisory services are based on market conditions and individual financial profiles.

🌐 Wealth & Finance Services
All services are provided on a best-effort basis, subject to legal and regulatory compliance.

4. User Responsibilities

Provide accurate and updated information

Maintain confidentiality of login credentials

Comply with all applicable laws and regulations

5. Fees & Payments

Certain services may be chargeable. All fees will be communicated clearly before service delivery and are non-refundable unless stated otherwise.

6. Intellectual Property

All content on this website, including text, graphics, and branding, is the property of Corporates Wealth & Finance and may not be reused without permission.

7. Limitation of Liability

We shall not be liable for any direct, indirect, or consequential damages arising from the use of our services, including financial losses.

8. Third-Party Services

We may use third-party platforms (e.g., Zoho, Bookipi). We are not responsible for their policies or service disruptions.

9. Termination

We reserve the right to suspend or terminate access to our services if users violate these terms.

10. Modifications

We may update these Terms & Conditions at any time without prior notice. Continued use of services implies acceptance of updated terms.

11. Governing Law

These terms shall be governed by and interpreted in accordance with the laws of India.

12. Contact Us

For any questions regarding these Terms & Conditions, please contact us through our official website.