There is no offer to buy or sell and product or service on the we site. Neither is it a solicitation to the visitors for investing in any specific product or financial instrument. Investors / visitors are advised to exercise caution and consult an expert before making any investments based on material published on our website.

This website is a publication of Investment Planners and owners of the website. Information presented is for general information purposes only and is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Whilst we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. All expressions of opinion reflect the judgment of the author(s) as of the date of publication and are subject to change.

By making any use of this website you agree that in no event will the website or its owners or business associates be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website. Any reliance you place on such information is therefore strictly at your own risk.

Through this website you are able to link to other websites which are not under the control of investment planners. We have no control over the nature, content and availability of those sites. The inclusion of any links does not imply a recommendation or endorse the views expressed within them. We shall not accept any responsibility for the content of those websites or your use of those websites.

Any arrangement made between you and any third party named in the site is at your sole risk and responsibility. Every effort is made to keep this website up and running smoothly. However, Investment Planners takes no responsibility for, and will not be liable for, this website being unavailable for any period of time due to technical issues.

Information on this website does not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. Content of the website should not be construed as legal or tax advice. Always consult a lawyer or tax professional regarding your specific legal or tax situation.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities, financial products / services mentioned herein.

Case studies are for illustrative purposes only and should not be construed as a testimonial. They do not represent the experience of any specific advisory client. The names mentioned may be fictitious and created for the purpose of illustrating the benefits of specific products or services. Each client’s situation is different, and goals may not always be achieved. It is unknown if the client approved or disapproved of the services rendered.

None of the persons whose photograph is displayed on the website is a current or former client or business associate of investmentplanners.in. These photos should not be construed as an endorsement or testimonial from them.

Hyperlinks on this website are provided as a convenience; Investment Planners disclaims any responsibility for information, services, or products found on websites linked hereto. Additionally, investmentplanners.in is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

The intention of Investment Planners website is to gather information of visitors and link them to Independent Financial Advisors who are registered with the website. These advisors have been licensed by their respective Insurance companies, Asset management Companies, Real Estate developers, Brokers, SEBI, IRDA, AMFI or other licensing authorities as required for providing various financial products or services within India. The website and its business associates only transacts business in India and its states where it is properly registered, or is excluded or exempted from registration requirements. We expressly disclaim that the registration of advisors was verified at the time of registration with the website, however we do not guarantee the continuity or validity of the same. Registration with the appropriate authority, however may or may not indicate that the advisor has attained a particular level of skill or ability. It is in no way an indicator of the competence of the advisor.

Third-party rankings or recognition by rating services or publications are no guarantee of future investment success. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, rankings and recognition are based on information prepared and submitted by the advisor. Upon written request, Advisors registered with the website will provide you with more information regarding their registration / license from appropriate authorities.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is no guarantee of future success. Recommendations by advisors registered with us are usually based upon research done by themselves or by a reliable third party.

Historical performance results for investment indexes and/or categories, generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.

Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.

Certain newsletter content may be written by an independent journalist and not by investment planners or by their registered advisors.

Images of various organizations do not represent an endorsement of investment planners.

Testimonials provided by our clients represent their personal opinions which may be based on their own interactions with us or our advisors and is not an indicator of our ability to provide certain products / services.

Investment planners was established in 2016, the website links / connects you with registered advisor(s) who provide(s) personalized wealth management services / investment advise to a select group of clients. We are a boutique website that keeps in close touch with our clients.