Terms & Conditions

1. Acceptance of Terms

By accessing or using the Plan with Robin website, you agree to be bound by these Terms & Conditions. If you do not agree with any part of these terms, please discontinue use of the website immediately.

These terms apply to all visitors, users, and others who access or use the website and its related resources.

2. About Plan with Robin

Plan with Robin provides financial planning and related informational resources. The services and information available on this website may include areas such as:

• Financial Planning
• Wealth Protection
• Wealth Creation
• Wealth Preservation
• Insurance-related information
• Mutual Funds / SIP
• NPS
• PMS / AIF
• Fixed Deposits
• Annuities
• Guaranteed Fixed Income Plans
• NRI financial services
• Risk Profiling
• Educational resources

The information provided on this website is for general informational purposes only. For specific financial guidance, users are encouraged to engage directly with a qualified professional.

3. Use of the Website

Users agree to use the website responsibly and in accordance with applicable laws.

When using this website, you agree not to:

• Use the website for any unlawful purpose.
• Attempt to interfere with website security or functionality.
• Misuse website forms, resources, or contact channels.
• Copy, reproduce, or redistribute website content without appropriate authorization.
• Attempt to gain unauthorized access to website systems or user information.

We reserve the right to restrict or terminate access to the website for any user who violates these terms.

4. Financial Information Disclaimer

The information published on this website is intended for general educational and informational purposes. It should not be considered as professional financial or investment advice unless specifically provided as part of an appropriate professional engagement.

Financial decisions should be made after considering your individual financial situation, investment objectives, risk profile, time horizon, and applicable circumstances.

5. Investment Risks

Investments and financial products may involve varying degrees of risk. Examples of risks include:

• Market fluctuations
• Changes in interest rates
• Product-specific risks
• Inflation
• Liquidity considerations
• Regulatory or economic changes

Past performance should not be presented as a guarantee of future results. Users are encouraged to understand the risks associated with any financial product before making an investment decision.

6. Risk Profiling

The Risk Profiling section or assessment available on this website is intended to help users understand their risk preferences and circumstances. It is an informational tool and should not be presented as an absolute guarantee of investment suitability.

Users are responsible for providing accurate and truthful information when completing any risk assessment. The results are based on the information provided and may not reflect all aspects of a user's financial situation.

7. Third-Party Products and Services

Plan with Robin may provide information about financial products or services offered by third parties. These may include, but are not limited to:

• Insurance providers
• Mutual fund providers
• Financial institutions
• Other product and service providers

Availability and eligibility for third-party products may depend on applicable product terms and requirements. Users should review the terms and conditions of any third-party product or service before making a decision.

8. Third-Party Links

This website may contain links to external websites operated by third parties. Plan with Robin does not control and is not responsible for the content, privacy practices, availability, security, or terms of any third-party website.

Users should review the policies of external websites before using them or providing any personal information.

9. Forms, Downloads & Resources

Downloadable forms, documents, educational resources, and other materials are provided on this website for user convenience. Users are responsible for ensuring that they use the latest applicable version of any document where required.

Where a form requires submission to a third party, the third party's requirements and terms may also apply. Users should verify the accuracy and completeness of any information submitted.

10. Appointments and Consultations

Users may have the opportunity to book consultations or appointments through the website. When booking, users should provide accurate and up-to-date contact information.

Appointments are subject to availability. If an appointment needs to be changed or cancelled, users should contact Plan with Robin as soon as reasonably possible.

Specific appointment terms may be communicated at the time of booking.

11. Intellectual Property

The content on this website may include:

• Text and written content
• Logos and branding
• Graphics and illustrations
• Images and photographs
• Videos and audio content
• Design elements and layout
• Other digital materials

These materials may be protected by applicable intellectual property laws. Users should not reproduce, redistribute, modify, or commercially exploit website content without appropriate authorization from Plan with Robin.

12. User-Submitted Information

Users may submit information through various website forms, including:

• Contact forms
• Consultation forms
• Enquiry forms
• Risk assessment forms
• Other website forms

Users are responsible for ensuring that information submitted is accurate, complete, and belongs to them or that they have the appropriate authority to submit it.

13. Website Availability

Reasonable efforts may be made to keep the website available and functional, but uninterrupted availability cannot be guaranteed.

The website may occasionally be unavailable due to:

• Maintenance and updates
• Technical issues
• Third-party service interruptions
• Circumstances beyond reasonable control

14. Limitation of Liability

To the extent permitted by applicable law, Plan with Robin shall not be held responsible for losses arising solely from:

• Reliance on general website information
• Technical interruptions or website unavailability
• Third-party websites or services
• Circumstances beyond reasonable control

This limitation does not attempt to exclude liability that cannot legally be excluded.

15. Changes to These Terms

Plan with Robin may update these Terms & Conditions from time to time. Changes will be posted on this page along with an updated date.

Continued use of the website after updates may constitute acceptance of the revised terms, to the extent permitted by applicable law. Users are encouraged to review this page periodically.

16. Governing Law

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17. Contact Us

If you have questions regarding these Terms & Conditions or the use of the Plan with Robin website, please contact us.