Buildwealth Technologies Private Limited (hereinafter referred to as company) with CIN U74900KA2015PTC082357 having registered office at PN Plaza, 1090/B, Ground Floor, 18th Cross, 3rd Sector, HSR Layout, Bengaluru - 560 102 operates and maintains the platform Wealthy.in (website and mobile apps hereinafter referred collectively as Wealthy.in). The platform provides content and tools to users to manage their Wealth. The platform also provides investment account and execution services across different investment products on behalf of WealthyIn Customer Services Private Limited (hereinafter referred to as WealthyIN) with CIN U74900KA2015PTC083474 and ARN 106846. The company is also engaged in the business of corporate agency with COR number CA0711 and also undertakes marketing, sales and support services for WealthyIN.
The company is not an account aggregator and consolidates existing investments of a user basis the consolidated account statement shared by the user. Further, WealthyIN is not an investment advisor and any recommendation offered by the AMFI registered mutual fund distributor is incidental to the business.
Portfolio tracker is a tool, offered by the Company, which enables User to track their mutual fund and stock investments basis the CONSOLIDATED ACCOUNT STATEMENT made available to the user by CAMS/KARVY and NSDL/CDSL respectively.
In order to avail this facility, user can either forward the statements to designated email IDs (email@example.com) or give consent to Wealthy.in to read statements from the user's Gmail account as per the Google API user data policy.
The information/reports provided in the Tracker section is a mere summary of the information contained in the consolidated account statements. The Company will parse the statements, on a best effort basis and does not guarantee that all information is completely accurate. The Company does not also guarantee accuracy or completeness of the information/analysis or provide any assurance specific solutions/reports/ analysis etc.
The user, as and when they decide to execute a transaction, agrees to open an investment account with WealthyIN in accordance with the Terms & Conditions of specific investment products and services offered by WealthyIN. Neither the company nor WealthyIN are engaged in the business / service of providing investment advisory services.
In case the User notices any inaccuracies or errors, the User is encouraged to please inform the Company and/ or WealthyIN in writing so that necessary corrections/ updations can be done.
User shall not:
User irrevocably and unconditionally authorise the company and/ or WealthyIN to access all information relating to User, available on Wealthy.in, including:
User agrees and undertakes to defend, indemnify and hold harmless the Company and/ or WealthyIN/ Vendors/business partners/associates and its directors, officers, employees, from any and all claims, loss, liabilities, damages, costs, action, expenses or any liability that it /he/ she may suffer or subject to or incur, including reasonable attorneys' fees, arising in any way from:
User acknowledges and agrees that the Company and / or WealthyIN may, at its sole discretion, without notice, suspend or terminate User ID, password or account or deny User access to all or part of WealthyIN, if:
The Company and / WealthyIN may give notice to the User by e-mail/letter/telephone or any other means as deemed fit, to the address available in the Company's Records. If the document/communication is sent by email, the Company and / or WealthyIN shall be deemed to have duly communicated and delivered any communication or document to User if such communication or document is delivered to the User. The User may give notice to the Company, in writing/delivering by hand/email/post /internet./fax/other electronic means, at the address/email ID mentioned on Wealthy.in. The Company and / or WealthyIN shall also be entitled to act on the basis of any instructions received or purported to be received by it from User by such means. Documents which may be sent by electronic communication between the parties may be in the form of an electronic mail, an electronic mail attachment, or in the form of an available download from the Website/ App.
The Company and/ or WealthyIN shall not be responsible for delay or default in the performance of their obligations due to any natural calamities, contingencies beyond their control including but not limited to war, civil disorder, arson, unavailability of any communication system, virus in the processes, computer hacking, computer crashes or acts of government /regulatory authorities.
Any complaints or concerns with regards to the content on the platform and/or comment and/or breach of these terms and/or to report any abuse of law, shall be immediately informed, with all the relevant details, to the designated Grievance Officer as mentioned below via in writing or through email to:
Mr Chitranjan Sharma (Customer Success & Support)
PN Plaza, 1090/B, Ground Floor, 18th Cross, 3rd Sector, HSR Layout, Bengaluru-560102
We request User to please provide the following information in User's complaint: