Terms of Use

The Website www.planfuture.in (“Website”) is owned by Peak Financial Advisors (“Company”) and through this Website, the Company offers various financial services and renders assistances to its customers in making investment in mutual funds, insurance and other financial products. By accessing, sharing personal information, using and/or registering on the Website you have read, understood and agree to be legally bound by the terms and conditions and Privacy Policy governing this Website.

The Website makes no representation, warranty or guarantee as to the quality, accuracy, completeness, performance or fitness of any alert, article, view, video, information, advice, tool, calculator, analysis, report, data, content news, price, statistic, comment, feedback, advertisement etc. The website will contain from time to time articles expressing the views and opinions of the different experts on mutual funds, insurance and other financial products which are solely their personal views and opinions and the same do not reflect in any manner the views and/or opinion of the Company. The data and information on various financial products provided on the website is neither intended to be the solicitation for investments in any kind of financial product and the customers using the data and information so provided on the website must make informed decision about the investments that they want to make based on their personal needs and objectives and the Company shall not be liable in any manner for any investment or financial decision made by the customer on the basis of such data and information. The Services and Information provided on or through the Website are of generic in nature and for information purposes only and they do not in any manner indicate any assurance or opinion of any manner whatsoever.

Planfuture.in or Peak Financial Advisors does not in any manner endorse the schemes or offers that may be launched from time to time by any institution of any kind including the banks, mutual funds, NBFCs, housing finance companies, and the insurance companies, the information of which may be posted on the website from time to time.

The customers should use the data and information provided on the website at their own risk and the same should not be considered as any kind of investment advice. The information on various financial products is given only to help the customers in making informed decision to suit their personal needs and financial goals and objectives. The customers, therefore, must exercise their own judgement before making any investments or purchases of any kind of financial products. Planfuture.in or Peak Financial Advisors does not endorse the other sites to which the links are or may be provided through Planfuture.in and/or their contents and/or the owners thereof.

Planfuture.in or Peak Financial Advisors or any of its owners and / or employees are in no way liable for the use of the information by you, when making any decision or investing or trading through any investment vehicles or partners or associate companies of Planfuture.in or Peak Financial Advisors or any other third party which may be engaged in offering of these services. Investment in the securities market, mutual funds and any financial instruments are inherently risky and you shall always assume complete and full responsibility for the outcomes of all the financial or investment decisions that you make, including but not limited to loss of capital. You are therefore advised to obtain your own applicable legal, accounting, tax or other professional advice or services before taking or considering an investment or financial decision.

Planfuture.in or Peak Financial Advisors is not responsible for any errors or omissions or for the results obtained from the use of the Website or Services and Information. Planfuture.in or Peak Financial Services disclaims all liability of whatever nature, to any user, on account of the use of the Website or Services and Information. In no event shall Planfuture.in or Peak Financial Services or its affiliates or its partners or its employees, directors or authorized representatives be held liable for any direct, indirect, special, consequential, punitive or exemplary damages of any nature whatsoever, for any decision made or action taken in reliance upon the Services and Information.

Planfuture.in or Peak Financial Advisors /its employees/authorized representatives will not be responsible for any liability in respect of any person/entity directly or indirectly suffering any consequential losses, damages or claims of whatever nature as a result of any shortcoming, defect or inaccuracy that may have crept in on this Website, or otherwise using the information available on this Website in any manner. Planfuture.in or Peak Financial Advisors will not be responsible for any internet fraud, online fraud, monetary loss, data theft or any loss of any kind whatsoever of the customers for accessing the website or the website of its partners or associates, which may be redirected from the Website or accessed directly by the customers. The Company is also not liable for any error, loss of data, and/or delay and the resultant loss, if any that may be caused to the customers in any online transaction due to network failure or failure of power supply, computer virus attacks, sabotage, fraud, corruption of data, or for any other reason attributable to factors beyond the control of the Company or its partners and associates.

Planfuture.in or Peak Financial Advisors shall not be liable for any failure on part of the Planfuture.in or Peak Financial Advisors to perform any of its obligations under these terms and conditions or those applicable specifically to its services/facilities if performance is prevented, hindered or delayed by a Force Majeure event (defined below) and in such case its obligations shall be suspended for so long as the Force Majeure event continues.

"Force Majeure Event" means any event due to any cause beyond the reasonable control of Planfuture.in or Peak Financial Advisors including without limitations, unavailability of any communication systems, breach, or virus in the processes or payment or delivery mechanism, sabotage, fire, flood, explosion, acts of god, civil commotion, strikes or industrial action of any kind, riots, insurrection, war, acts of government, computer hacking, unauthorised access to computer data and storage devices, computer crashes, malfunctioning in the computer terminal or the systems getting affected by any malicious, destructive or corrupting code or program, mechanical or technical errors/failures or power shut down, faults or failures in telecommunication etc. 

The Registrars to the various mutual funds such as Cams, Franklin Templeton, Karvy or such other registrars who may be associated with the Website / Company or its partners and associates and the mutual funds provide the reports, transaction details etc. done by the customers using planfuture.in or any of its associates or partners. The Company is not in any manner liable or responsible for the sufficiency or accuracy of the information provided by the Registrars in respect of the online transactions done by the customers from the above Website or the website of its partners or associates from time to time.

By accessing, surfing and/or using this website, the customers agree and are deemed to have been bound by the foregoing limitations and the disclaimer on part of the owner of the site. The contents of the Website are confidential and meant for the use of the valid and legal customers of the Company. The customers are not entitled to re-publish the contents of the website in or through any print or electronic media without the express written permission from Planfuture.in or Peak Financial Advisors.

Planfuture.in or Peak Financial Advisors reserves the right to deny access of the Website or Service and Information to anyone, at its sole discretion.

The usage of the Website is exclusively subject to the laws of India and the jurisdiction of the courts of Delhi in India. Planfuture.in or Peak Financial Advisors expressly disclaims any implied warranties or liabilities imputed by the laws of any other jurisdiction. This site is specifically for users in the territory of India, though access to users outside India is not specifically denied.




When transacting or registering on our Website, as appropriate, you may be asked to enter your name, email address, phone number or other details to help you with your experience.

We collect information from you when you register on our Website, use any advisory tools, subscribe to a newsletter, respond to a survey, fill out a form or enter information on our Website.

Our Website / Peak Financial Advisors will not sell or rent your personally identifiable information to anyone other than as specifically noted herein. Notwithstanding the foregoing, our Website / Peak Financial Advisors may share, sell and/or transfer your personally identifiable information to an affiliate and/or associate partner/business partner.

We may use the information we collect from you when you register, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other Website features to allow us to better service you in responding to your customer service requests and other services.

We may include or offer third party products or services on our website. There can also be links to the other websites. These third party sites have separate and independent privacy policies. We therefore have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our Website and welcome any feedback about these sites.