Welcome to TRIARCH Wealth (“Company”, “we”, “our”, “us”).
By accessing or using our website, dashboards, or services, you agree to be bound by these Terms & Conditions.

If you do not agree with any part of these terms, please discontinue use of our platform.

1. Use of Platform

You agree to use this platform only for lawful purposes and in a manner that does not:

• Violate any applicable laws or regulations

• Infringe the rights of other users

• Disrupt platform functionality or security

• Attempt unauthorized access to accounts, data, or systems

This platform includes a secure CRM system with role-based dashboards. Any misuse of system access is strictly prohibited.

2. Nature of Services

TRIARCH Wealth provides:

• Investment advisory and consultation

• Mutual fund distribution

• PMS and AIF facilitation

• Fixed income solutions

• NRI investment services

• Corporate treasury solutions

• Investment request management system

• Advisor-client communication platform

All services are subject to regulatory compliance and operational workflows within the platform.

3. Platform Functionality

Our system includes:

• Role-based dashboards (Client, Employee, Advisor, Admin)

• Investment request submission and tracking

• Internal messaging system

• Analytics and reporting tools

• Real-time notifications and updates

Users agree to use these features only for their intended purposes.

4. No Investment Guarantee

All investments are subject to market risks.

We do not guarantee:

• Returns or profits

• Capital protection (unless explicitly stated in specific products)

• Achievement of financial goals

Past performance is not indicative of future results.

5. Client Responsibilities

By using our services, you confirm that:

• All information provided is accurate and complete

• You understand the risks associated with investments

• You will review all scheme-related documents before investing

• You will update us in case of changes to your financial, tax, or residency status

We are not responsible for losses arising from incorrect or incomplete information provided by you.

6. Account Access & Security

If you create an account:

• You are responsible for maintaining confidentiality of your login credentials

• You must not share access with unauthorized individuals

• You must notify us immediately in case of suspicious activity

We may:

• Monitor login activity (IP, device, session data)

• Temporarily block access in case of security risks

We are not liable for losses resulting from compromised credentials.

7. Role-Based Access Control

Access to data is restricted based on user roles:

• Clients: Access only their own data

• Employees: Access assigned client data

• Advisors/Admin: Access broader operational data

Any attempt to bypass access controls may result in suspension or termination.

8. Messaging & Communication

The platform includes a messaging system:

• Messages may be stored for operational and compliance purposes

• Conversations may be linked to investment requests

• Users must not misuse communication channels

We reserve the right to monitor or restrict messaging in case of misuse or regulatory requirements.

9. Investment Request System

Users can submit and track investment requests through the platform.

• Each request is assigned a unique identifier

• Status updates are part of the workflow

• Execution depends on regulatory checks and third-party platforms

Submission of a request does not guarantee execution.

10. Third-Party Platforms

Transactions and services may involve third-party providers:

• Asset Management Companies (AMCs)

• PMS and AIF providers

• Registrars and Transfer Agents (RTAs)

• Payment gateways and custodians

We are not responsible for:

• Delays

• System failures

• Errors from third-party platforms

11. Regulatory Compliance

We operate under:

• SEBI regulations

• AMFI guidelines

• FEMA rules (for NRI clients)

• KYC and AML requirements

All users must comply with applicable laws and provide required documentation.

12. Consultation & Booking

Consultations:

• Are subject to availability

• May be rescheduled

• Are for advisory purposes only

They do not constitute execution of transactions.

13. NRI Services

For NRI users:

• Investments are subject to FEMA and RBI regulations

• Additional compliance (FATCA/CRS) may be required

• Tax obligations remain the responsibility of the user

14. Corporate Services

For corporate clients:

• Authorized representatives must provide valid documentation

• Investment decisions remain the responsibility of the organization

• Employee participation programs are voluntary

15. Data Privacy

All personal and financial data is handled in accordance with our Privacy Policy.

By using the platform, you consent to data collection, processing, and storage as described therein.

16. Intellectual Property

All platform content, including:

• Design

• Code

• Dashboards

• Calculators

• Research material

is the property of TRIARCH Wealth and may not be copied, modified, or reused without written permission.

17. Limitation of Liability

TRIARCH Wealth shall not be liable for:

• Market-related losses

• Delays or failures of third-party platforms

• Technical errors, downtime, or system interruptions

• Regulatory or policy changes affecting investments

Liability, if any, is limited to the extent permitted by law.

18. Suspension or Termination

We reserve the right to:

• Suspend or terminate user access

• Restrict platform usage

• Cancel services or requests

in cases of:

• Violation of terms

• Suspicious activity

• Regulatory requirements

19. Grievance Redressal

For complaints or concerns:

TRIARCH Wealth
Email: support@triarchwealth.com

We will respond within applicable regulatory timelines.

20. Changes to Terms

These Terms & Conditions may be updated periodically.

Continued use of the platform constitutes acceptance of revised terms.

21. Governing Law & Jurisdiction

These terms are governed by the laws of India.

Any disputes shall fall under the jurisdiction of the courts in Mumbai, India.