Refund & Cancellation

We understand that circumstances may change, and we aim to provide a fair and transparent refund policy for our clients. Refunds are applicable under the following conditions:

  • Service Non-Delivery: In the event that the wealth management services are not provided within the agreed-upon time frame, clients are entitled to a full refund of any fees paid.
  • Service Dissatisfaction: If you are dissatisfied with our services, we encourage you to reach out to our customer service team to discuss your concerns. We will make every effort to address any issues and provide an equitable solution. Depending on the situation, a partial or full refund may be provided.
  • Circumstantial Refunds: Refunds may be issued in specific cases, subject to review and approval by our management team.