Terms and Conditions

PLEASE READ THESE TERMS AND CONDITIONS OF USE AGREEMENT (“Agreement”) CAREFULLY. BY ACCESSING OR UTILIZING THE SERVICES THROUGH THE WEBSITE, YOU CONSENT TO BE BOUND BY THE TERMS AND CONDITIONS OF THIS AGREEMENT AND PRIVACY POLICY. IF YOU DO NOT WISH TO BE BOUND BY THIS AGREEMENT, KINDLY DO NOT ACCESS/USE THE WEBSITE.

This document is an electronic record in terms of the Information Technology Act, 2000 and the rules thereunder as applicable and the amended provisions pertaining to electronic records in various statutes as amended by the Information Technology Act, 2000. This electronic record is generated by a computer system and does not require any physical or digital signatures.

Welcome to www.planvest.in (“Website”/“Planvest Customer Services LLP”/“We”). Planvest Customer Services LLPis engage in wealth management and financial consulting.

This Agreement between the User (“You”) and Planvest Customer Services LLP elucidates the broad terms & conditions governing your use of the products and services available on the Website. You must apprise yourself with these terms as they describe your privileges & rights as a subscriber. We recognize that the confidentiality and safety of your personal records are essential and we utilize the most innovative security technology existing to guard your confidentiality. These terms and conditions may be modified/updated by us from time to time. By continuing to use our Website, you agree to such modified/updated terms and conditions as provided by us on our Website.




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Planvest Customer Services LLP

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Planvest Customer Services LLP is a registered financial intermediary • AMFI Registration Number (ARN): 309758 • ARN Validity: 04 October 2024 to 03 October 2027 • APMI Registration Number (APRN): APRN03820 • APMI Registration Validity: 28 May 2023 to 27 May 2029 • Registered Entity: Planvest Customer Services LLP • Brand Name: Planvest

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Planvest Customer Services LLP

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Planvest Customer Services LLP is a registered financial intermediary • AMFI Registration Number (ARN): 309758 • ARN Validity: 04 October 2024 to 03 October 2027 • APMI Registration Number (APRN): APRN03820 • APMI Registration Validity: 28 May 2023 to 27 May 2029 • Registered Entity: Planvest Customer Services LLP • Brand Name: Planvest

Planvest Customer Services LLP

Planvest Customer Services LLP is a registered financial intermediary • AMFI Registration Number (ARN): 309758 • ARN Validity: 04 October 2024 to 03 October 2027 • APMI Registration Number (APRN): APRN03820 • APMI Registration Validity: 28 May 2023 to 27 May 2029 • Registered Entity: Planvest Customer Services LLP • Brand Name: Planvest