Welcome to Excel India IMF Private Limited ! These Terms and Conditions govern your access and use of our website, platform, and services. By using the Platform, you agree to comply with and be bound by these Terms.

Introduction

Excel India IMF Private Limited is a financial services provider, offering various products and services including mutual funds, insurance, bonds, and more. While we facilitate access to these products, we do not provide investment advice or directly manage financial products.

Platform Use

You may use the Platform for the following purposes :

• Accessing financial products and services, including but not limited to mutual funds, insurance, and tax-saving schemes.
• Subscribing to our financial products and services.
• Communicating with us regarding your investment and service-related inquiries.
• Reviewing and tracking your financial portfolio and transaction history.

We grant you a limited, non-transferable, and non-exclusive license to use the Platform solely for accessing our services.

User Responsibilities

• You are solely responsible for ensuring the accuracy of the personal and financial details provided on the Platform.
• You must keep your login credentials confidential. Sharing login details with third parties is strictly prohibited, and you will be responsible for any actions performed under your account.
• You must comply with all applicable laws, including tax laws, when using our services.

Investment Disclaimer

• Excel India IMF Private Limited does not offer investment advice or guarantee the performance of any financial products.
• All investment decisions made through the Platform are your sole responsibility.
• We are not liable for any financial loss, damages, or risks arising from your investment decisions.

Feedback and Complaints

• Users may be requested to provide feedback to improve the quality of our services.
• In the event of dissatisfaction, you must file a formal complaint with our customer support team at support https://excelindiagroup.com/
• You agree to cooperate fully with the investigation process and abide by our final decision regarding any disputes or complaints.

Tax and Legal Compliance

• Reports provided on the Platform, such as Profit & Loss Statements, are for informational purposes only and not for tax calculation.
• Users are responsible for consulting a tax advisor to verify financial reports and determine tax liabilities.
• We are not liable for any tax-related consequences resulting from the use of our services or reports.

Data Privacy

• By using the Platform, you agree to the collection, use, and processing of your data as outlined in our Privacy Policy.
• We take all necessary precautions to secure your personal and financial information.

Account Opening and Eligibility

To open an account with Excel India IMF Private Limited, you must :

• Be an Indian citizen or resident.
• Submit accurate and complete documents as per our Know Your Customer (KYC) requirements.
• Agree to the terms outlined in the account-opening form.

Modifications to Services

• We reserve the right to modify or discontinue any part of our Platform or services without prior notice.
• Continued use of the Platform after changes to these Terms will indicate your acceptance of the modified terms.

Intellectual Property

• All content, trademarks, logos, and intellectual property displayed on the Platform are owned by or licensed to Excel India IMF Private Limited.
• Unauthorized use, reproduction, or distribution of our intellectual property is prohibited.

Third-Party Links

The Platform may contain links to third-party websites or services. We are not responsible for the content, accuracy, or practices of these external sites.

Limitation of Liability

• Excel India IMF Private Limited will not be held liable for any indirect, incidental, or consequential damages resulting from your use of the Platform.
• Our maximum liability is limited to the amount paid by you for our services.