Terms & Conditions
1. Introduction
Welcome to Synergy Wealth. By accessing and using our website and services, you agree to comply with and be bound by the following Terms and Conditions. These terms govern your use of our services, including mutual funds, insurance, and financial guidance.
2. Services Offered
Synergy Wealth provides financial guidance and services related to mutual funds, life insurance, health insurance, motor insurance, home insurance, travel insurance, and business insurance. All services are designed to help individuals protect, grow, and manage their financial future effectively.
3. No Financial Guarantee
All investments, including mutual funds and insurance-linked products, are subject to market risks. Synergy Wealth does not guarantee returns, profits, or performance. Past performance is not indicative of future results, and clients are advised to make decisions based on their financial goals and risk capacity.
4. User Responsibilities
By using our services, you agree to:
- Provide accurate and complete personal information
- Complete KYC and documentation as required
- Understand the risks associated with financial products
- Make informed decisions based on your financial situation
5. Advisory Nature of Services
Synergy Wealth provides guidance and recommendations based on your requirements. However, the final investment or insurance decision rests solely with the client. We act as advisors and facilitators, not as decision-makers.
6. Third-Party Products
We may offer products from third-party financial institutions, insurance providers, and asset management companies. Synergy Wealth is not responsible for the policies, terms, or performance of these third-party services.
7. Confidentiality & Data Protection
We respect your privacy and are committed to protecting your personal and financial information. All data shared with us will be handled securely and used only for service-related purposes, in accordance with applicable laws.
8. Limitation of Liability
Synergy Wealth shall not be held liable for any financial loss, damages, or consequences arising from:
- Market fluctuations
- Investment decisions made by clients
- Delays or failures from third-party service providers
9. Continuous Support
We aim to provide ongoing support and guidance throughout your financial journey. However, clients are responsible for regularly reviewing their investments and staying informed about market conditions.
10. Changes to Terms
Synergy Wealth reserves the right to update or modify these Terms and Conditions at any time without prior notice. Users are encouraged to review this page periodically.
11. Contact Information
For any queries or support regarding these Terms and Conditions, you may contact us:
📞 Call / WhatsApp: 9096961986