Terms and Conditions

1. Acceptance of Terms

By accessing and using the services provided by Pinnacle Wealth Group, you accept and agree to be bound by the terms and provision of this agreement. If you do not agree to abide by the above, please do not use this service.

2. Investment Services

Pinnacle Wealth Group provides portfolio management, demat handling services, and financial planning. All investment decisions are subject to market risks and past performance does not guarantee future results.

• Minimum investment requirements apply as disclosed
• Risk management protocols are followed strictly
• Client funds are handled with complete transparency
• Regular reporting is provided as per agreed schedules

3. Client Responsibilities

Clients are responsible for:

• Providing accurate and complete information
• Maintaining their demat account credentials securely
• Informing us of any changes in financial circumstances
• Understanding the risks associated with investments
• Complying with all applicable laws and regulations

4. Risk Disclosure

All investments involve risk, including the potential loss of principal. Market volatility can affect portfolio performance. We implement strict risk management measures with defined loss limits, but cannot guarantee profits or prevent losses.

5. Fees and Charges

All fees and charges are disclosed upfront before service commencement. There are no hidden charges. Fee structures may vary based on the service selected and investment amount.

6. Confidentiality

We maintain strict confidentiality of client information and comply with all applicable privacy laws. Client data is used solely for providing investment services and regulatory compliance.

7. Termination

Either party may terminate the service agreement with appropriate notice. Upon termination, clients retain full access to their demat accounts and investments. Final reporting and settlement will be completed as per agreed timelines.

8. Regulatory Compliance

Pinnacle Wealth Group operates in compliance with applicable securities laws and regulations. We work with SEBI-registered brokers and analysts where required.

9. Limitation of Liability

Our liability is limited to the extent permitted by law. We are not responsible for market losses, system failures, or events beyond our reasonable control.

10. Governing Law

These terms are governed by the laws of India. Any disputes will be subject to the jurisdiction of Mumbai courts.

11. Contact Information

For any questions regarding these terms, please contact us: