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Policies and Terms & Conditions

Terms & Conditions:

I/We acknowledge that the information provided on this platform is for educational purposes only . A fixed consultancy charge is payable upfront, and once subscription fees are paid, they are non-refundable. All disputes are subject to Navi Mumbai jurisdiction. Investing in capital markets carries inherent risks, and any decisions made based on the advisory nature of the services provided on this site are at the sole discretion of the user. Past performance is not indicative of future results. The recommendations given are based on technical, derivative, and sentimental research and require proper money management on the user's part. It is essential that any actions align with specific investment objectives and the financial position of the user. The services provided are purely advisory and do not constitute an offer to buy or sell any securities or financial instruments. Any financial gains or losses resulting from acting upon the advice are the sole responsibility of the user. Delays in service communication may occur due to third-party dependencies. There are no warranties provided concerning the appreciation in the value of recommended securities. Additionally, the user is solely responsible for any income tax and other direct tax liability arising from the suggestions made and yields received. The platform does not assume any responsibility for income tax filings or assessments.


Privacy Policy:

This privacy policy (“Policy”) outlines how LOTUSFUNDS (“we”, “us”, “our”) handles the data you provide us while using our services. By utilizing this website or our services, you agree to the terms set forth in this Policy and consent to how we use, store, disclose, and transfer your information.

We are committed to protecting your privacy in accordance with relevant laws and regulations. Familiarize yourself with this Policy to understand how we handle your data.

LOTUS FUNDS may periodically update this Policy, and we encourage you to check this page for the latest version to stay informed.

Data Collection:

We may collect the following information from you:

  • Name

  • Contact information (address, email)

  • Personal Data or other necessary information required for providing our services, as per Indian laws

Data Usage:

We use this data to:

  • Maintain internal records

  • Enhance our services

  • Update you on our offerings, including special information

  • Communicate relevant details

  • Conduct internal training and quality assurance

Data Sharing:

We may share your information with:

  • Third parties and service providers to facilitate our services

  • Relevant group companies

  • Auditors/advisors as required for their services

  • Governmental/regulatory/law enforcement bodies as legally obligated

Cookie Usage:

We use cookies to understand customer behavior better. You can manage cookie settings in your browser; however, not accepting cookies might limit our service accessibility. Third-party service providers have their own privacy policies for cookie usage.

Data Retention:

We retain your information:

  • As long as we provide services to you

  • Permitted under applicable law, even after termination of our business relationship, in compliance with this Policy and laws.

Data Security:

We employ reasonable measures to ensure the security and integrity of your information.

Queries/Grievance Officer:

For questions or grievances about this Policy, please contact us using the provided contact information on this website.

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