Terms & Conditions
These Terms & Conditions govern your use of the Shree Financial Planners / ShreeMoney website and your purchase or participation in products, workshops, coaching programmes, and other services offered through the website.
By accessing the website or purchasing a product or service, you agree to these Terms & Conditions.
1. About the Platform
Shree Financial Planners / ShreeMoney provides financial education, workshops, coaching, financial planning-related services, and other products or services as described on the relevant website or registration page.
The specific scope, format, duration, price, inclusions, and delivery method of each product or service will be stated on its respective page or communicated at the time of registration.
2. Eligibility
You must provide accurate information when registering for a product, workshop, coaching programme, or other service. You are responsible for ensuring that the information provided by you is complete and accurate.
3. Registration and Payments
Where payment is required, registration or access is subject to successful payment through the available payment method. Prices displayed on the website are in Indian Rupees unless otherwise stated.
We reserve the right to change prices, offers, schedules, or availability before a transaction is completed. Once a transaction has been successfully completed, the applicable price and service terms presented at the time of purchase will apply to that transaction.
4. Services and Delivery
Services may be delivered online, in person, through digital content, live sessions, documents, or other methods specified for the particular product or service.
For workshops and live programmes, the date, time, duration, access instructions, and other relevant details will be communicated to registered participants. You are responsible for providing a valid email address and/or phone number through which registration and access information can be communicated.
5. Cancellation, Refund and Rescheduling
Refunds and rescheduling are governed by the applicable Refund Policy.
Unless otherwise stated or required by applicable law:
- A refund request may be made within 3 days from the transaction date.
- After this period, a refund will ordinarily not be available.
- For scheduled services that have not yet been delivered, rescheduling may be offered subject to availability and the applicable service terms.
- Services that have already been substantially delivered will ordinarily not be refundable merely because the participant changes their mind.
Nothing in this section is intended to exclude or restrict any consumer rights that cannot lawfully be excluded or restricted.
6. Educational and Financial Information
Information provided through our website, workshops, courses, coaching programmes, articles, examples, demonstrations, or other educational material is intended for educational and informational purposes.
Financial decisions involve risk. Past performance does not guarantee future results.
Where a specific service constitutes financial planning, investment advice, or another regulated activity, the nature and scope of that service will be communicated separately.
Participation in an educational workshop does not by itself create an adviser-client relationship or constitute a recommendation to purchase, sell, or hold any specific investment. You remain responsible for your own financial decisions.
7. Website Content
We make reasonable efforts to keep website information accurate and current. However, information may contain errors, omissions, or become outdated. We do not guarantee that all information on the website will always be complete, current, or error-free.
Third-party information, data, links, statistics, fund information, market information, and other external material may be subject to change.
8. Intellectual Property
Unless otherwise stated, the website, written content, course material, worksheets, presentations, graphics, branding, videos, documents, and other original materials provided by Shree Financial Planners / ShreeMoney are owned by or licensed to us.
You may use purchased educational material for your own personal learning. You may not reproduce, resell, redistribute, publish, upload, commercially exploit, or share paid course or workshop material without prior written permission.
9. User Responsibilities
You agree to:
- Provide accurate registration information.
- Use the website and its content lawfully.
- Keep any access credentials confidential.
- Not attempt to gain unauthorised access to the website or its systems.
- Not reproduce or commercially distribute paid content without permission.
- Not misuse the website, registration system, or other services.
10. Privacy and Information
Information submitted through the website may be used for registration, communication, service delivery, payment-related administration, customer support, and other purposes connected with providing the requested service.
We will handle personal information in accordance with applicable law and our applicable privacy practices.
11. Availability and Technical Issues
We make reasonable efforts to keep the website and digital services available. However, temporary interruptions may occur because of maintenance, technical problems, internet connectivity, third-party platforms, payment providers, or circumstances outside our reasonable control.
We do not guarantee uninterrupted access to the website or any third-party service used in connection with it.
12. Limitation of Liability
To the extent permitted by applicable law, Shree Financial Planners / ShreeMoney will not be responsible for losses arising from:
- Incorrect or incomplete information provided by a user.
- Decisions made by a user based solely or partly on educational material.
- Temporary website or platform interruptions.
- Failure of third-party services.
- Events beyond our reasonable control.
Nothing in these Terms is intended to exclude liability that cannot legally be excluded.
13. Changes to These Terms
We may update these Terms & Conditions from time to time. The updated version will be published on this website with a revised “Last updated” date.
14. Governing Law and Disputes
These Terms are governed by the laws applicable in India. Any dispute will be subject to the jurisdiction of the competent courts having jurisdiction in Pune, Maharashtra, unless applicable law requires otherwise.
15. Contact and Grievances
Legal Name: Shreyas Joshi
Email: learn@shreefp.com
WhatsApp: +91 75591 61118
Registered Address:
103, Samarth Prasad Appt, Chetana Nagar, Rane Nagar, Off. Mumbai Agra Road, Nashik 422009, Maharashtra, India
Office:
112, Westport, Pan Card Club Road, Baner, Pune 411045, Maharashtra, India