A trusted financial partner guiding you toward sustainable growth and financial independence.
Important legal documents and policies governing our financial advisory services
The content on this website is for informational purposes only and does not constitute financial, investment, or legal advice. While we strive for accuracy, Wealth & Beyond and its team, including CA Jyotika Nalavade, are not responsible for any losses or damages arising from decisions based on the information provided here.
All investment decisions should be made based on your individual financial circumstances, risk appetite, and professional guidance. We do not guarantee specific financial returns. Users are encouraged to consult with a qualified advisor before making financial or investment decisions.
This website complies with ICAI guidelines and is intended for informational purposes only. All financial decisions should be made in consultation with qualified professionals.
Wealth & Beyond provides financial advisory services including tax planning, investment guidance, insurance planning, and retirement planning. Our services are based on current market conditions and regulatory frameworks, which are subject to change.
Past performance is not indicative of future results. Financial markets are subject to risks and uncertainties. Wealth & Beyond does not guarantee any specific investment outcomes or financial results.
Wealth & Beyond respects your privacy and is committed to protecting personal information shared with us. Any data collected through our website, forms, or consultations will be used solely to provide financial advisory services and improve your user experience.
We do not sell, trade, or share personal data with third parties without consent, except as required by law. Our website uses secure technology to ensure your information is confidential and protected in compliance with applicable data protection laws.
We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction.
We may collect personal information including but not limited to:
Your information is used to:
We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.
By accessing the Wealth & Beyond website, you agree to the following terms and conditions. The content provided is for informational purposes only and should not replace professional advice.
All services, communications, and interactions are subject to ICAI guidelines and applicable laws in India. Wealth & Beyond reserves the right to modify website content, terms, and service offerings at any time. Users are responsible for verifying information and consulting with qualified professionals before acting on any advice or content found on the website.
All financial advisory services are provided in compliance with Indian laws and ICAI regulations. Client confidentiality is strictly maintained as per professional standards.
Our financial advisory services are provided based on:
All content on this website, including text, graphics, logos, and images, is the property of Wealth & Beyond and is protected by copyright and intellectual property laws. Unauthorized use of any content is strictly prohibited.
Wealth & Beyond shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of or inability to use the website or services, or any content obtained from the website.
These terms and conditions are governed by and construed in accordance with the laws of India. Any disputes shall be subject to the exclusive jurisdiction of the courts in Hyderabad, Telangana.
A trusted financial partner guiding you toward sustainable growth and financial independence.
This website is for informational purposes only and complies with ICAI guidelines. Client confidentiality is strictly maintained.