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Yogi Zone

Useful articles for your finance management by our team of experts

Service Policy and Disclaimers

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TERMS OF SERVICE POLICY:

International Money Matters Pvt. Ltd. and InvestmentYogi FinAdvisory Services Pvt. Ltd. will design a Financial Plan in accordance with your goals and available and expected resources.

PROCESS:

A checklist is required to be filled by you with details such as Income, Expenses, Assets, Liabilities, Investments, Insurance, and Goals etc. Work on the plan will start on submission of this checklist. A draft will be discussed first and changes made accordingly. Subsequently, a Final Plan along with an Action Plan will be presented by International Money Matters Pvt. Ltd. and InvestmentYogi FinAdvisory Services Pvt. Ltd.

PRIVILEGES:

Confidentiality – International Money Matters Pvt. Ltd. and InvestmentYogi FinAdvisory Services Pvt. Ltd. will maintain utmost confidentiality with respect to all and any information relating to your financial and personal affairs.

DISCLOSURES:

  1. International Money Matters Pvt. Ltd. is qualified and experienced to give advice in the said matters of personal finance. We have a team of Certified Financial Planners (CFPCM) and Associate Financial Planners (AFP). The CFP Certification is promoted by FPSB – Financial Planning & Standards Board India, an affiliate of FPSB, Denver USA and is committed to the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country.
  2. International Money Matters Pvt. Ltd. assures you that we will always be upfront about any conflict of interests arising from our relationship with you and accordingly disclose this at the start of our relationship.

CONDITIONS:

a. This Financial Plan will be for the sole use of the person to whom it is addressed and for no other purpose. No responsibility is accepted to any third party who may use or rely on the whole or any part of the content of the financial plan.

b. In preparing the financial plan, International Money Matters Pvt. Ltd. and InvestmentYogi FinAdvisory Services Pvt. Ltd. will rely upon the information provided to it about your current situation, your objectives and needs. A summary of these will be included in the plan. Thereby, all recommendations and strategy will be based on this data alone and hence is accurate and complete only to the extent of the accuracy and completeness of the data.

  1. Estimates of income and growth in the plan will be based on assessments of prevailing economic conditions and investment manager performance. However no guarantee of future performance will be given and results may vary from the estimates shown. The figures in the plan include various estimates with respect to taxation and other laws which we believe to be relevant.
  2. This service agreement is not enforceable by law and is a document of trust and faith.
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