Service Scope Disclaimer

FinWizard Financial Services provides advisory, consultancy, documentation, filing, compliance support and facilitation services, as applicable. Statutory audits, regulated certifications, portfolio management, investment distribution and insurance distribution are not represented as direct services of FinWizard. Where regulated activities are required, they are subject to applicable registrations, authorisations and engagement with appropriately authorised professionals or entities.

Advisory and facilitation

Investment and insurance services are advisory and guidance only. ISO services consist of consultancy, documentation assistance and certification coordination, not issuing ISO certificates.

Applicable requirements

Indian registrations and filings relate to Indian requirements. Remote support is available wherever the relevant services can lawfully be delivered. No approval, refund, financing outcome or investment return is guaranteed.