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Investment Risks
All investments are subject to market risks, including the possible loss of principal. Investors are strongly encouraged to read and understand all relevant information, including associated risks, before making any investment decision. The value of investments may fluctuate due to changes in market conditions. Past performance is not a reliable indicator of future results.
Website Use and Information
By accessing this website, you acknowledge and agree to the following terms of use. This website is owned and operated by Circle Wealth Advisors Private Limited (CWA) for the purpose of providing general information, promoting financial literacy, and offering educational content.
The content on this website does not constitute an offer, solicitation, or recommendation to buy or sell any financial product or service. Products and services described on this website may not be available in all geographical locations or to all individuals.
CWA has made every effort to ensure the accuracy and reliability of the information provided; however, we do not guarantee its completeness or timeliness. Any reliance on the information presented is strictly at your own risk. The content of this website should not be used as a basis for personal or financial decisions and does not substitute professional advice.
Limitation of Liability
Circle Wealth Advisors disclaims any liability for any direct, indirect, or consequential loss arising from the use or reliance on the information provided on this website. While we strive to ensure uninterrupted and error-free operation of this site, we do not warrant that the functions or content will operate without errors or technical interruptions.
Third-Party Links
This website may contain links to third-party websites for convenience. Circle Wealth Advisors does not endorse or take responsibility for the content, accuracy, or compliance of such third-party sites with applicable laws. Users are advised to review the terms of use and policies of linked websites independently.
Disclosures
Circle Wealth Advisors Private Limited is a SEBI-registered investment adviser (Registration No.: INA000016782). CWA provides comprehensive financial planning and investment advisory services.
Advisory Services
CWA offers guidance using direct plans and non-commission earning products, ensuring unbiased advice in the client’s best interest. For these services, clients are charged a fee as per the agreed terms.
Investment Policy
Circle Wealth Advisors, its partners, and affiliates may invest in a variety of financial products and asset classes based on their investment objectives, which include but are not limited to, liquidity needs, asset allocation, risk tolerance, and time horizon.
