Terms of Service

1. Introduction

Welcome to Summarise Corporate Pvt Ltd. These Terms of Service govern your use of our website and advisory services. By accessing our website or using our services, you agree to be bound by these terms. Please read them carefully.

2. Company Information

3. Our Services

Summarise Corporate Pvt Ltd provides the following financial advisory services:

• Mutual Fund Distribution: Advisory and distribution of mutual fund products across equity, debt, hybrid, and international funds.
• Insurance Advisory: Advisory on life insurance, term plans, health coverage, and critical illness policies.
• Holistic Financial Planning: Comprehensive financial planning connecting investments, insurance, tax efficiency, liquidity, and estate considerations.

4. User Obligations

By using our services, you agree to:

• Provide accurate, complete, and current information when engaging our services
• Inform us promptly of any changes to your personal or financial circumstances
• Review all documents and disclosures provided to you carefully
• Comply with all applicable laws and regulations
• Maintain the confidentiality of your account credentials

5. Risk Disclosure & Disclaimer

6. Fees & Compensation

Our compensation structure is transparent and includes:

• Commissions: We receive commissions from mutual fund AMCs and insurance companies for distribution services.
• Advisory Fees: Fees may be charged for comprehensive financial planning services, which will be disclosed upfront.
• Disclosure: All fees, commissions, and compensation arrangements will be fully disclosed to you before any transaction.

7. Intellectual Property

All content on our website, including text, graphics, logos, images, and software, is the property of Summarise Corporate Pvt Ltd or its content suppliers and is protected by Indian and international copyright laws. You may not reproduce, distribute, modify, or create derivative works of any content without our express written permission.

8. Limitation of Liability

To the fullest extent permitted by law, Summarise Corporate Pvt Ltd shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from:

• Your use of or inability to use our services
• Any unauthorized access to or use of our servers and/or personal information
• Any interruption or cessation of transmission to or from our services
• Any bugs, viruses, or other harmful code that may be transmitted through our services
• Any errors or omissions in any content or for any loss or damage incurred as a result of the use of any content posted, emailed, transmitted, or otherwise made available through our services

9. Termination

We reserve the right to terminate or suspend your access to our services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach these Terms of Service. Upon termination, your right to use our services will immediately cease.

10. Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of India, without regard to its conflict of law provisions. Any dispute arising under these terms shall be subject to the exclusive jurisdiction of the courts in Mumbai, Maharashtra, India.

11. Changes to Terms

We reserve the right to modify or replace these Terms of Service at any time. If a revision is material, we will provide at least 30 days' notice prior to any new terms taking effect. By continuing to access or use our services after those revisions become effective, you agree to be bound by the revised terms.