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Terms and conditions

Welcome to WealthDNA, a family office company that provides wealth management and advisory services to ultra-high-net-worth individuals and families (the 'Services'). These Terms and Conditions govern your access to and use of our website, app, and any other online platform that links to these Terms and Conditions (collectively, the 'Platform'). By accessing or using the Platform, you agree to be bound by these Terms and Conditions. If you do not agree to these Terms and Conditions, you may not access or use the Platform. We reserve the right to modify these Terms and Conditions at any time, at our sole discretion, without prior notice to you. You should review these Terms and Conditions periodically to ensure that you are aware of any changes. Your continued use of the Platform after any modification constitutes your acceptance of the modified Terms and Conditions. These Terms and Conditions do not create any partnership, joint venture, employment, or agency relationship between you and us. These Terms and Conditions also do not affect any other agreement you may have with us for the Services or otherwise.

1. Eligibility

To access and use the Platform, you must be at least 18 years old and have the legal capacity to enter into these Terms and Conditions. You must also be an existing or prospective client of WealthDNA or an authorised representative of such a client. You may not access or use the Platform if you are a competitor of WealthDNA or for any purpose that is unlawful or prohibited by these Terms and Conditions.

2. Registration and Account

To use certain features of the Platform, you may need to register and create an account. You are responsible for providing accurate, complete, and current information when you register and update your account. You are also responsible for maintaining the confidentiality and security of your account credentials and for any activity that occurs under your account. You agree to notify us immediately of any unauthorised access or use of your account or any other breach of security.

We reserve the right to suspend or terminate your account at any time, at our sole discretion, without prior notice or liability to you, if you violate these Terms and Conditions or any applicable law or if we suspect any fraudulent, abusive, or illegal activity on your account.

3. Content

The Platform may contain various types of content, such as text, graphics, images, videos, audio, data, information, and other materials (collectively, the 'Content'). We or our affiliates may provide some of the Content, and some of the Content may be provided by third parties, such as other users, advertisers, sponsors, or partners. You acknowledge and agree that:

  • The Content is for general informational purposes only and does not constitute any financial, legal, tax, or other professional advice. You should consult your advisors before making any decisions based on the Content.
  • The Content may not be accurate, complete, reliable, current, or error-free. We do not endorse, guarantee, or assume any responsibility for the accuracy, completeness, reliability, currency, or error-free nature of the Content.
  • The Content may be subject to intellectual property rights, such as copyrights, trademarks, patents, or trade secrets, owned by us, our affiliates, or third parties. You may not use, copy, modify, distribute, display, perform, or create derivative works from the Content except as expressly authorised by these Terms and Conditions or by the respective owners of the Content.
  • The Content may contain links to other websites or resources that are not owned or controlled by us. We are not responsible for the content, privacy practices, or availability of such websites or resources. You access and use them at your own risk and discretion.

4. User Content

The Platform may allow you to upload, post, submit, share, or otherwise provide your content, such as comments, feedback, reviews, ratings, messages, or other materials (collectively, the 'User Content'). You retain all rights and ownership of your User Content. Still, you grant us and our affiliates a non-exclusive, royalty-free, worldwide, perpetual, irrevocable, and sublicensable license to use, copy, modify, distribute, display, perform, and create derivative works from your User Content in any media and for any purpose, including to provide, improve, promote, and protect the Platform and the Services. You also grant us and our affiliates the right to use your name, username, image, likeness, or any other information that you provide in connection with your User Content if we choose to do so.

You represent and warrant that it is important to keep in mind that when sharing content, you must ensure that you have the necessary rights and permissions to do so. Additionally, you should make sure that the content you share does not violate any intellectual property rights, privacy rights, publicity rights, or other rights of third parties. Furthermore, it is important to ensure that your content does not contain any material that is unlawful, harmful, abusive, defamatory, obscene, hateful, harassing, threatening, or otherwise objectionable.

We do not pre-screen, monitor, edit, or remove any User Content. Still, we reserve the right to do so at any time, at our sole discretion, without prior notice or liability to you, if we determine that your User Content violates these Terms and Conditions or any applicable law or if we receive any complaint or notice of infringement from any third party. We also reserve the right to disclose your identity or other information about you to any third party who claims that your User Content infringes or violates their rights.

You are solely responsible for your User Content and for any consequences of posting or sharing it. We do not endorse, guarantee, or assume any responsibility for the accuracy, completeness, reliability, currency, or error-free nature of your User Content or any User Content posted or shared by other users.

5. Use of the Platform

You agree to use the Platform in a lawful, respectful, and responsible manner in accordance with these Terms and Conditions and any applicable law. You agree not to

  • Use the Platform for any purpose that is unlawful, fraudulent, malicious, or harmful to us, our affiliates, or any other user or third party.
  • Use the Platform to impersonate any person or entity or to misrepresent your identity, affiliation, or credentials.
  • Use the Platform to harass, abuse, defame, slander, libel, intimidate, threaten, or otherwise violate the rights or dignity of any person or entity.
  • Use the Platform to upload, post, submit, share, or otherwise provide any User Content that infringes or violates any intellectual property, privacy, or other rights of any third party or that contains any unlawful, harmful, abusive, defamatory, obscene, hateful, harassing, threatening, or otherwise objectionable material.
  • Use the Platform to upload, post, submit, share, or otherwise provide any User Content that contains any personal or sensitive information of any third party, such as name, address, email, or phone number, without their prior consent.
  • Use the Platform to upload, post, submit, share, or otherwise provide any User Content that contains any viruses or other destructive or malicious code or software.
  • Use the Platform to interfere with or disrupt the operation, security, or functionality of the Platform or any other website, app, service, network, or system or to gain unauthorised access to or use of any of the preceding.
  • Use the Platform to collect, store, or use any personal or sensitive information of any other user or third party without their prior consent or in violation of any applicable law or our Privacy Policy.
  • Use the Platform to solicit, advertise, promote, or sell any products, services, or opportunities without our prior written consent.
  • Use the Platform to violate any applicable law, regulation, rule, or order or to encourage or assist any other person to do so.

We certify the right to examine and take legal action against users who violate our Terms and Conditions or any applicable law, including by reporting them to law enforcement authorities.

6. Fees and Payments

Some of the Services may require you to pay fees or charges, as agreed between you and us in a separate agreement. You are liable for paying all charges in a timely manner and for providing us with a valid payment method. You authorise WealthDNA to charge your payment method for the fees you incur and to send you invoices and receipts electronically. You also agree to pay any taxes, duties, levies, or other charges that may apply to your use of the Services, as required by law.

If you fail or forget to pay any fees or charges when due, we may terminate your access to WealthDNA Services or take any other action that we deem appropriate without prior notice or liability to you. You are also responsible for any costs and expenses that we may incur in collecting any unpaid fees or charges from you, including legal fees and expenses.

We reserve the right to change our charges at any time, at WealthDNA's sole discretion, without sending prior notice to you unless otherwise agreed upon between you and us in a separate agreement. Any modifications in WealthDNA charges will become effective when we post them on the Platform or notify you by email or other means. Your continued use of the Services after any changes constitutes your acceptance of the new fees and charges.

7. Termination

You may stop using the Platform and the Services at any time, for any reason, by closing your account and discontinuing your access to the Platform. We may suspend or terminate your access to the Platform and the Services at any time, for any reason, without prior notice or liability to you, if:

  • You breach any of the terms and conditions of the Platform;
  • We are required to do so by law;
  • We believe that your use of the Platform may cause harm to WealthDNA, other users, or third parties;
  • We believe that you have engaged in deceitful or illegal activities or for any other reason in WealthDNA's sole discretion.

Upon termination or suspension of your account, you will no longer have access to any information or content you have stored on the Platform. WealthDNA will not be liable to any third party or user for any termination or suspension of the account or access to the Platform.

8. Intellectual Property Rights

We and our affiliates own all rights, title, and interest in and to the WealthDNA Platform, the Services, and the Content, including all intellectual property rights, such as copyrights, trademarks, patents, trade secrets, and other proprietary rights. Nothing in these Terms and Conditions grants you any right, title, or interest in or to the Platform, the Services, or the Content, except as expressly stated herein. You may not use, copy, modify, distribute, display, perform, or create derivative works from the Platform, the Services, or the Content except as expressly authorised by these Terms and Conditions or by us in writing.

You acknowledge and agree that any feedback, suggestions, comments, or other information that you provide to us regarding the Platform or the Services ('Feedback') is non-confidential and non-proprietary and that we have the right to use, disclose, and exploit such Feedback for any purpose, without any obligation or compensation to you. You grant us and our affiliates a non-exclusive, royalty-free, worldwide, perpetual, irrevocable, and sublicensable license to use, copy, modify, distribute, display, perform, and create derivative works from your Feedback in any media and for any purpose.

9. Indemnification

You agree to indemnify, defend, and hold harmless us, our affiliates, and our and their respective officers, directors, employees, agents, licensors, and service providers from and against any claims, liabilities, damages, losses, costs, and expenses, including legal fees and expenses, arising out of or relating to:

  • Your access to or use of the Platform, the Services, or the Content;
  • Your User Content or Feedback;
  • Your violation of these Terms and Conditions or any applicable law; or
  • Your infringement or violation of any intellectual property rights, privacy rights, publicity rights, or other rights of any third party.

We reserve the right to assume the exclusive defence and control of any matter subject to indemnification by you at your expense. You agree to cooperate with our defence of such claims. You agree not to settle any such claims without our prior written consent.

10. Limitation of Liability

To the maximum extent permitted by law, we, our affiliates, and their respective officers, directors, employees, agents, licensors, and service providers will not be liable to you or any third party for any direct, indirect, incidental, special, consequential, or punitive damages, arising out of or relating to:

  • Your access to or use of the platform, the services, or the content;
  • Your user content or feedback;
  • Your violation of these terms and conditions or any applicable law; or
  • Your infringement or violation of any intellectual property rights, privacy rights, publicity rights, or other rights of any third party.

This limitation of liability applies whether the claim is based on contract, tort, negligence, strict liability, or any other basis, even if we have been advised of the possibility of such damages. Some jurisdictions do not allow the exclusion or limitation of certain damages, so some or all of the above exclusions or limitations may not apply to you.

11. Disclaimer of warranties

The platform, the services, and the content are provided on an 'as is' and 'as available' basis without any warranties of any kind, either express or implied. To the maximum extent permitted by law, we, our affiliates, and their respective officers, directors, employees, agents, licensors, and service providers disclaim all warranties, express or implied, including but not limited to

  • The implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement;
  • The warranties that the platform, the services, and the content will be accurate, complete, reliable, current, error-free, secure, or uninterrupted;
  • The warranties that the platform, the services, and the content will meet your expectations or requirements or achieve any results;
  • The warranties that any defects or errors in the platform, the services, or the content will be corrected; and
  • The warranties that the platform, the services, and the content will be free of viruses, malware, spyware, or other harmful or malicious code or software.

Some jurisdictions do not allow the exclusion or limitation of certain warranties, so some or all of the above exclusions or limitations may not apply to you.

12. General Provisions

These Terms and Conditions constitute the entire agreement between you and us regarding the Platform and the Services and supersede any prior or contemporaneous agreements, communications, or understandings, whether oral or written, between you and us.

These Terms and Conditions do not create any partnership, joint venture, employment, or agency relationship between you and us. These Terms and Conditions also do not affect any other agreement you may have with us for the Services or otherwise. These Terms and Conditions are governed by and construed in accordance with the laws of the country, without regard to its conflict of law principles. Any legal action or proceeding arising out of or relating to these Terms and Conditions, the Platform, the Services, or the Content shall be brought exclusively in the courts.

If any provision of these Terms and Conditions is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the extent necessary to make it enforceable or shall be severed from these Terms and Conditions, and the remaining provisions shall remain in full force and effect. Our failure or delay to exercise or enforce any right or remedy under these Terms and Conditions shall not constitute a waiver of such right or remedy, or any other right or remedy, at any time or in any circumstance.

You may not assign, transfer, or delegate any of your rights or obligations under these Terms and Conditions, by operation of law or otherwise, without our prior written consent. We may assign, transfer, or delegate any of our rights or obligations under these Terms and Conditions at our sole discretion without restriction or notice to you.

These Terms and Conditions are binding upon and inure to the benefit of you and us, and our respective successors and permitted assigns. These Terms and Conditions are for the benefit of you and us and not for the benefit of any third party, except for our affiliates and our and their respective officers, directors, employees, agents, licensors, and service providers, who are expressly made third-party beneficiaries of these Terms and Conditions.

13. Contact Us

If you have any questions, comments, or concerns about these Terms and Conditions, the Platform, the Services, or the Content, please contact us at

WealthDNA,

#175, 2nd floor, Amarjyoti HBCS layout, Domlur, Bangalore - 560071

wealthdnafinvest@gmail.com
080 4976 3036