Privacy Policy & Disclaimer

Important Notice: The information provided on this website is for educational and informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other sort of advice. You should not treat any of the website's content as such.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. The value of investments and the income from them can go down as well as up and are not guaranteed.

Before making any investment decision, you should consult with a qualified financial advisor to determine what is suitable for your specific circumstances.

All investments carry risk. The securities and financial markets are subject to various risks including, but not limited to:

• Market risk - the possibility of losses due to movements in market prices
• Liquidity risk - the inability to sell an investment quickly without loss
• Interest rate risk - changes in interest rates affecting investment values
• Currency risk - fluctuations in exchange rates affecting international investments
• Inflation risk - the erosion of purchasing power over time
• Concentration risk - overexposure to a single investment or sector

Diversification does not guarantee profit or protect against loss in declining markets.

Shree Capital provides investment planning services subject to applicable laws and regulations. As an investment planner, we have a fiduciary duty to act in the best interests of our clients.

However, all investment decisions are ultimately the responsibility of the client. We provide recommendations and guidance, but the final decision to implement any strategy or make any investment rests with you.

We do not guarantee any specific investment results or returns. Investment performance will vary and may result in losses.

Shree Capital is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information.

Information We Collect

We may collect personal information including, but not limited to:

• Name, address, and contact information
• Financial information relevant to providing planning services
• Investment objectives and risk tolerance
• Information required for regulatory compliance

How We Use Your Information

We use your personal information to:

• Provide investment planning services
• Communicate with you about your accounts and investments
• Comply with legal and regulatory requirements
• Improve our services and client experience

Information Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Third-Party Disclosure

We do not sell, trade, or otherwise transfer your personal information to outside parties except as necessary to provide our services, comply with the law, or protect our rights.

By accessing and using this website, you accept and agree to be bound by the terms and provisions of this agreement. If you do not agree to abide by the above, please do not use this site.

The content of this website is for your general information and use only. It is subject to change without notice.

This website may include links to third-party websites. These links are provided for your convenience and do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).