At Be Wealth Wise, we strive to make
a difference on how investors do their financial planning, however sometimes
there may be cases where clients are not satisfied for the services we could
offer to them.
Out of the two Investment Advisory
Plans we offer, there is no refund policy in Basic Financial Planning (i.e.
Do It Yourself Plan) of Rs.6,999. In case, the client is not satisfied with the
plan we make for them, we would revise it for not more than 2 times.
In case client wants to opt out of
our yearly plan (Continuous monitoring plan) of Rs.19999, we would refund fees of only unexpired period after deducting breakage fees of one quarter.
Example: If a client starts taking our services for Continuous monitoring plan with effect from 1st August, 2023 and wants to terminate the agreement on 31st October, 2023, thereby using our services for 3 months, we would refund fees of 6 months only. (deducting 1 quarter fees from unexpired period of 9 months)