Terms & Conditions

TERMS & CONDITIONS

Welcome to Shreeji Kosh Services. By accessing or using our services, you acknowledge and agree to the terms outlined below. Please review them carefully before proceeding.

1. SCOPE OF SERVICES

Shreeji Kosh Services offers a range of financial services that include access, facilitation, and support across equity markets, mutual funds, fixed-income products, insurance, commodities, estate documentation, and other related offerings. Services are provided based on client needs and are subject to prevailing laws and regulatory guidelines.

2. INFORMATION DATA

All information shared by Shreeji Kosh Services is intended to support our services. Clients retain full discretion and responsibility over all actions taken, including product selection and execution, based on their individual understanding and objectives.

3. MARKET RISK DISCLOSURE

All financial products are subject to market-related risks, regulatory changes, and economic conditions. Past performance does not indicate future outcomes. Shreeji Kosh Services does not assure or promise any specific returns or results.

4. CLIENT RESPONSIBILITIES

Clients are required to provide accurate, complete, and updated personal and financial details. Shreeji Kosh Services shall not be responsible for any outcome arising from incorrect, incomplete, or outdated information provided by the client.

5. REGULATORY FRAMEWORK

All services are delivered in accordance with applicable laws, rules, and regulations prescribed by governing authorities. Availability of products is subject to approvals and terms of respective product providers.

6. FEES, COMMISSIONS & CHARGES

Any applicable charges, commissions, or service-related fees will be disclosed transparently before initiation. These may vary based on the nature of the product, service scope, or policies of third-party institutions.

7. THIRD-PARTY ASSOCIATIONS

Certain services involve products offered by third-party entities such as fund houses, insurance companies, exchanges, or custodians. Shreeji Kosh Services is not responsible for delays, performance, service quality, or operational matters related to such third-party institutions.

8. CONFIDENTIALITY & DATA USE

Client information is treated with strict confidentiality and used solely for service-related purposes. Data may be shared only when required by law, regulatory authorities, or with authorized service providers essential for service delivery.

9. COMMUNICATION

Official communication will be sent through contact details shared by the client. Shreeji Kosh Services is not liable for missed or delayed communication resulting from incorrect or inactive contact information.

10. CHANGES TO TERMS

Shreeji Kosh Services reserves the right to revise, modify, or update these Terms & Conditions at any time. Continued use of services after such updates constitutes acceptance of the revised terms.

11. LIMITATION OF LIABILITY

Shreeji Kosh Services shall not be held responsible for any loss, damage, or expense arising due to market movements, regulatory changes, third-party actions, or decisions taken by clients.

12. DISPUTE RESOLUTION

Any disputes or concerns shall first be addressed through mutual discussion. If unresolved, matters shall be subject to the jurisdiction of courts applicable under local law.

13. ACCEPTANCE OF TERMS

By engaging with Shreeji Kosh Services, clients confirm that they have read, understood, and accepted these Terms & Conditions in full.