Policy

Disclaimer

InvestGoal Capital Advisors conducts thorough evaluations of potential investment returns using historical, quantitative, and qualitative data to support informed decision-making. While our analyses are designed to assist in achieving financial goals, investment performance may vary due to market dynamics and other external factors. Past performance should be viewed as informative but not predictive of future results. Our models and recommendations are based on the best available information and sound professional judgment, yet all investments are subject to inherent market risks. We emphasize the importance of assessing each investment recommendation in the context of your individual financial profile, including cash flow requirements, tax considerations, and personal objectives. InvestGoal Capital Advisors is committed to guiding clients in building resilient, well-informed portfolios. We encourage ongoing review of your investment plan to ensure continued alignment with evolving financial circumstances and market conditions. Active engagement and regular reassessment can help support the achievement of long-term financial goals. For products or services that fall outside the regulatory scope of the Board, clients should be aware that grievance redress mechanisms under the Board’s framework do not apply. We further disclose that InvestGoal Capital Advisors does not utilize Artificial Intelligence tools in the formulation of investment advice and do not share confidential client information with any third party. All the numbers mentioned in the report should be viewed as indicative ranges to start building a disciplined financial plan, and shouldn't be read as a commitment in absolute terms. Investment in securities markets are subject to market risks. Read all related documents carefully before investing.

Privacy policy

InvestGoal Capital website is owned by InvestGoal Capital Advisors Pvt Ltd, which is a data controller of your personal data.

We have adopted this Privacy Policy, which determines how we are processing the information collected by InvestGoal Capital, which also provides the reasons why we must collect certain personal data about you. Therefore, you must read this Privacy Policy before using InvestGoal Capital website.

We take care of your personal data and undertake to guarantee its confidentiality and security.

Legal disclosure

We will disclose any information we collect, use or receive if required or permitted by law, such as to comply with a subpoena or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.

Contact information

If you would like to contact us to understand more about this Policy or wish to contact us concerning any matter relating to individual rights and your Personal Information, you may send an email to investgoalcapitaladvisors@gmail.com