Terms and Conditions

Introduction

By accessing or using the services provided by Carlo Wealth, you agree to comply with and be bound by these terms and conditions. If you do not agree to these terms, please refrain from using our services.

Services Provided

Carlo Wealth offers financial advisory and investment services, including but not limited to SIP, Mutual Funds, PMS, AIF, Bonds, FD, and NPS to help you achieve your financial goals.

Client Responsibilities

Clients are responsible for providing accurate and up-to-date financial information and for reviewing their investment portfolio regularly.

Limitation of Liability

We strive to provide the best advice and services, but Carlo Wealth shall not be held liable for any financial losses resulting from investments made based on our advice.

Changes to Terms

We reserve the right to update or modify these terms at any time. Clients will be notified of significant changes via email.

Contact Us

If you have any questions about these terms, please contact us at vimal@carlowealth.com.

Request A Call Back

Looking for expert financial guidance? Request a call back from Carlo Wealth, and let us help you secure your financial future with tailored investment solutions!

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