Disclaimer & Privacy Policy

Disclaimer 

• The financial plan on "TrueFinPlan" is developed for your guidance, knowledge and awareness. We do not recommend any product, or investment plan.
• The above suggestions and comments are derived out of your response to the questionnaire. This is not a complete and authentic tool but a basic Q&A module to give generic insights about financial position. This tool doesn’t take into account real savings or investments, income, expenses, loans etc.
• Financial planning process involves a thorough analysis of current financial position, future cash flows, goals etc. by a Certified Financial Planner to derive a strategy to systematically manage finances and the roadmap to achieve goals.
• The financial plan on "TrueFinPlan" is developed using information provided by you. Our Estimates of future returns and inflation parameters, using past history and reliable sources, play a significant part in the plan. While the information is presented in a detailed manner with exact numbers, please be aware that all future projections are estimates only.
• As the time period between the current date and projection date increases, so does the possible margin of error. This plan should be viewed as a "road map", and it should be reviewed minimum once every year and adjusted as more current or accurate information becomes available.
• All the calculations are done based on our proprietary algorithms and programs. As with other computer applications, these programs are subject to errors due to various reasons such as malware attack, hacking, human errors etc. Though we take highest care to keep your information secured and making sure our algorithm works fine, still please do not consider the report developed by system as Final Financial Advice. There is no human review which has happened on that report and hence it is prone to system errors.
• Suggested Financial Plan to achieve your financial goals may not be accurate or yield expected results if information provided by you is incorrect or any of the assumptions made are rendered invalid due to uncontrollable external forces like change in interest rates, change in government policies etc.
• This plan is not designed as a substitute for your own judgment, nor is it meant to eliminate the necessity of your personal review and analysis. This plan is designed to supplement your own planning and analysis to help you fulfill your financial objectives. Information provided in the financial planning report is general in nature and should NOT be construed as providing legal, accounting, investment and/or tax advice. Should you have any specific questions and/or issues in these areas, please consult your legal, tax, investment and/or accounting advisor.
• The Plan will be for the sole use of the person to whom it is addressed and for no other purpose. No responsibility is accepted for any third party who may use or rely on the whole or any part of the content of the financial plan.
• Recipe by "TrueFinPlan" it is not an investment advisory product nor does it provide any investment advice.
• The user should obtain independent investment advice before making any investment decision or on the basis of research and reports under the research reports or investment insights section.
• At TrueFinPlan, we do not offer ant investment advice. The content on this sub-domain should not be construed to be an advertisement or solicitation for buying or selling of any securities or investment products. Different types of financial products involve varying degrees of risk and need to be aligned with your personal financial situation and/or investment objectives in consultation with an investment advisor. You should not construe any information provided under Recipe by Finology as personalized investment advice. The Historical performance may not be sustained in the future and thus we cannot assure that the future performance of any specific investment product or strategy will be profitable, equal to any corresponding indicated historical performance level.

Privacy Policy

• This privacy policy sets out to protect any information that you share when you use this website. It is committed to ensuring that your privacy is protected at all times. We would ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.
  The policy may change from time to time by updating this page. This policy is effective from December 1, 2018.
  What we collect : We may collect the following information:
  Name and contact details.
  Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN).
  Demographic information such as gender and income.
  Other information that can help us improve our services.
• What we do with the information we gather
  To conduct Know-Your-Customer registration as required by SEBI and/or other regulatory bodies.
  To perform compliance checks and keep/maintain internal records.
  To use the information to improve our products and services.
  To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting.