Terms and Conditions
Terms and Conditions
Terms and Conditions
Terms of use
Terms of use
Terms of use
These Terms and Conditions (“T&C”) govern the access and use of services offered by Invsify Technologies Private Limited (“Company” / “Investment Adviser” / “IA”), a SEBI-registered Investment Adviser (Registration No. INA000020572), having its registered office at F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020.
These Terms and Conditions (“T&C”) govern the access and use of services offered by Invsify Technologies Private Limited (“Company” / “Investment Adviser” / “IA”), a SEBI-registered Investment Adviser (Registration No. INA000020572), having its registered office at F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020.
By subscribing to or using our services, you (“Client” / “User”) acknowledge that you have read, understood, and agreed to these T&C, along with the Investment Advisory Agreement, Privacy Policy, and applicable SEBI regulations
By subscribing to or using our services, you (“Client” / “User”) acknowledge that you have read, understood, and agreed to these T&C, along with the Investment Advisory Agreement, Privacy Policy, and applicable SEBI regulations
1. Regulatory Status
1. Regulatory Status
1. Regulatory Status
• Invsify is registered with SEBI as a Non-Individual Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013.
• Registration with SEBI and membership of BSE Administration and Supervision Limited (BASL) do not guarantee performance or returns.
• All services are provided strictly in accordance with SEBI guidelines and Code of Conduct.
• Invsify is registered with SEBI as a Non-Individual Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013.
• Registration with SEBI and membership of BSE Administration and Supervision Limited (BASL) do not guarantee performance or returns.
• All services are provided strictly in accordance with SEBI guidelines and Code of Conduct.
2. Nature of services
2. Nature of services
2. Nature of services
• Services provided are non-discretionary and non-binding investment advice.
• The IA does not:
o Execute trades or transactions on behalf of clients.
o Hold client funds or securities.
o Provide assured or guaranteed returns.
• Advice is based on client’s risk profile, financial objectives, and information provided.
• Services provided are non-discretionary and non-binding investment advice.
• The IA does not:
o Execute trades or transactions on behalf of clients.
o Hold client funds or securities.
o Provide assured or guaranteed returns.
• Advice is based on client’s risk profile, financial objectives, and information provided.
3. Subscription & Access
3. Subscription & Access
3. Subscription & Access
• Services are accessible only while the Client’s subscription remains active.
• Subscription fees are as per SEBI’s prescribed fee caps:
o Fixed Fee Mode: Maximum ₹1,25,000 per annum per client/family.
o AUA Mode: Maximum 2.5% of Assets Under Advice per annum.
• Clients may request cancellation, subject to pro-rata refund rules under SEBI regulations.
• Services are accessible only while the Client’s subscription remains active.
• Subscription fees are as per SEBI’s prescribed fee caps:
o Fixed Fee Mode: Maximum ₹1,25,000 per annum per client/family.
o AUA Mode: Maximum 2.5% of Assets Under Advice per annum.
• Clients may request cancellation, subject to pro-rata refund rules under SEBI regulations.
4. Client Responsibilities
4. Client Responsibilities
4. Client Responsibilities
• Provide accurate and complete information during onboarding and throughout the engagement.
• Update the IA of any material changes in financial situation, objectives, or risk tolerance.
• Make independent investment decisions; the IA is not responsible for execution.
• Provide accurate and complete information during onboarding and throughout the engagement.
• Update the IA of any material changes in financial situation, objectives, or risk tolerance.
• Make independent investment decisions; the IA is not responsible for execution.
5. Risk Disclosure
5. Risk Disclosure
5. Risk Disclosure
• All investments in securities are subject to market risks, including possible loss of principal.
• Past performance does not indicate or guarantee future results.
• Product-specific risks (Structured Products, PMS, AIFs, Bonds, etc.) are outlined in Annexure: Product-Specific Declarations, which Clients must acknowledge before availing such services.
• All investments in securities are subject to market risks, including possible loss of principal.
• Past performance does not indicate or guarantee future results.
• Product-specific risks (Structured Products, PMS, AIFs, Bonds, etc.) are outlined in Annexure: Product-Specific Declarations, which Clients must acknowledge before availing such services.
6. Confidentiality & Data
6. Confidentiality & Data
6. Confidentiality & Data
• Client information will be treated as confidential.
• Data may be shared with regulators, auditors, or third-party service providers only with client consent or as required by law.
• Client information will be treated as confidential.
• Data may be shared with regulators, auditors, or third-party service providers only with client consent or as required by law.
7. Conflicts of Interest
7. Conflicts of Interest
7. Conflicts of Interest
• Invsify may advise multiple clients, and recommendations may differ based on client needs.
• The IA and its group entities maintain strict advisory–distribution segregation; only direct plans/products are recommended.
• Invsify may advise multiple clients, and recommendations may differ based on client needs.
• The IA and its group entities maintain strict advisory–distribution segregation; only direct plans/products are recommended.
8. Grievance Redressal
8. Grievance Redressal
8. Grievance Redressal
• Clients may raise complaints via support@invsify.com or +91-2269331660
• Complaints will be acknowledged within 7 working days and resolved within 30 days.
• If unresolved, Clients may escalate via SEBI SCORES portal: https://scores.sebi.gov.in.
• Clients may raise complaints via support@invsify.com or +91-2269331660
• Complaints will be acknowledged within 7 working days and resolved within 30 days.
• If unresolved, Clients may escalate via SEBI SCORES portal: https://scores.sebi.gov.in.
9. Limitation of Liability
9. Limitation of Liability
9. Limitation of Liability
• The IA shall not be liable for losses, damages, or claims arising from:
o Market fluctuations or performance of securities.
o Client’s execution of advice.
o Failures of third-party systems (brokers, exchanges, etc.).
• Liability, if any, shall be limited to the extent of gross negligence, fraud, or willful misconduct by the IA.
• The IA shall not be liable for losses, damages, or claims arising from:
o Market fluctuations or performance of securities.
o Client’s execution of advice.
o Failures of third-party systems (brokers, exchanges, etc.).
• Liability, if any, shall be limited to the extent of gross negligence, fraud, or willful misconduct by the IA.
10. Governing Law & Jurisdiction
10. Governing Law & Jurisdiction
10. Governing Law & Jurisdiction
• These T&C are governed by the laws of India.
• Any disputes shall be subject to arbitration under the Arbitration and Conciliation Act, 1996, seated in New Delhi.
• Subject to arbitration, the courts of New Delhi shall have exclusive jurisdiction.
• These T&C are governed by the laws of India.
• Any disputes shall be subject to arbitration under the Arbitration and Conciliation Act, 1996, seated in New Delhi.
• Subject to arbitration, the courts of New Delhi shall have exclusive jurisdiction.
11. Amendments
11. Amendments
11. Amendments
The IA reserves the right to update or modify these T&C from time to time, in line with SEBI regulations. Updated terms will be published on the website, and continued use of services constitutes acceptance of such updates
The IA reserves the right to update or modify these T&C from time to time, in line with SEBI regulations. Updated terms will be published on the website, and continued use of services constitutes acceptance of such updates
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Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at compliance@invsify.com. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited
Other Pages
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at compliance@invsify.com. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited
Other Pages
Disclaimer: Registration granted by SEBI and membership of BASL in no way guarantee performance of the Investment Adviser or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Please read all related documents carefully before investing.
Invsify provides only investment advisory services under SEBI (Investment Advisers) Regulations, 2013. We do not guarantee returns and we do not handle client funds or securities. Clients are advised to make independent investment decisions and understand associated risks.
SEBI Registered Investment Adviser (Reg. No.: INA000020572) | CIN: U66190DL2025PTC444097 | BSE Star MF Member ID: 64331
Registered Office: F-33/3, 2nd Floor, Phase – 3, Okhla Industrial Estate, New Delhi – 110020
For grievances, write to us at compliance@invsify.com. If not resolved, you may lodge a complaint on SEBI SCORES.
© 2025 Invsify Technologies Private Limited