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SEBI Investment Advisor Certificate​

Financial Planning Service (Brochure)

SEBI Investment Advisor Certificate​

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Financial Planning Service (Brochure)​

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Financial Planner Certificate

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View Investor Charter

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SEBI Investment Advisor Registration Certificate​

Financial Planning Service (Brochure)

Financial Planner Certificate (FPSB)

View Investment Adviser Investor Charter (Annexure A) as per SEBI Circular 2 June 2025

Compliance Officer & Grievance Officer

  • Nilam Chikmal
  • 8766803516
  • vanshcapitaladvisors@gmail.com

Corresponding SEBI regional / local office address. Securities & Exchange Board of India (SEBI), SEBI Bhavan, Plot No.C4-A “G” Block, Bandra Kurla Complex, Mumbai.

Complaints data for Investment Adviser

Grievance Redressal Process for Investment Adviser

                                                                                Disclaimer :

 

Information given in this website is taken from reliable sources. Registration granted by SEBI, enlistment as IA with exchange and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

                                       

                                                         Terms and Conditions

 

Welcome to Vansh Capital Private Limited (Hereafter Referred to as “Vansh Capital”). These terms and conditions outline the rules and regulations for the use of Vansh Capital Private Limited’s Website, Email, Short Messaging Service (SMS) and other related services.

Vansh Capital Private Limited is located at;

795, Bhandarkar Road, Mini Apartment, Near Metropolis Lab,  Deccan Gymkhana, Pune – 411004.

The following terminology applies to these Terms and Conditions, Privacy Statement and Disclaimer Notice and any or all Agreements:

  • “Client”, “You”, and “Your” refers to you, the person accessing this website and accepting the Company’s terms and conditions.
  • “The Company”, “Ourselves”, “We”, “Our” and “Us”, refers to our Company.
  • “Party”, “Parties”, or “Us”, refers to both the Client and ourselves, or either the Client or ourselves.

All terms refer to the offer, acceptance and consideration of payment necessary to undertake the process of our assistance to the Client in the most appropriate manner, whether by formal meetings of a fixed duration, or any other means, for the express purpose of meeting the Client’s needs in respect of provision of the Company’s stated services/products, in accordance with and subject to, prevailing law of India. Any use of the above terminology or other words in the singular, plural, capitalisation and/or he/she or they, are taken as interchangeable and therefore as referring to same.

 

Terms and Conditions for Website / SMS / Email  

By accessing this website, any pages thereof, any email including any attachments thereof, Short Messaging Service (SMS) or the online services, we assume you accept these terms and conditions in full. Do not continue to use Vansh Capital Private Limited’s website and other services if you do not accept all of the terms and conditions stated on this page.

Unauthorized disclosure, use, dissemination or copying (either whole or in part), or any information it contains, is prohibited. Before opening and accessing any attachment, if any, please check and scan for virus. Neither the sender nor the organization is responsible for any damage caused by a virus or alteration by a third party or otherwise. Nothing in the content is capable or intended to create any legally binding obligations on either party.

You acknowledge and confirm that by accessing the website, you are seeking information relating to the organisation of your own accord and that there has been no form of solicitation, advertisement or inducement by the organisation. Any part of the content is not, and should not be construed as, an offer or solicitation to buy or sell any securities or make any investments or any products. No material/information provided on this website should be construed as investment advice. Any action on your part on the basis of the said content is at your own risk and responsibility.

This distribution of information is not directed or intended for distribution to or use by any person or entity resident in a state, country or any jurisdiction, where such distribution, publication, availability or use would be contrary to law, regulation or which would subject the organisation or employees to registration or licensing requirements within such jurisdictions. Any person coming into possession of information comes should inform themselves about such restriction and/or prohibition and observe any such restrictions and/or prohibition. The organisation shall not be liable for consequences of any action taken by relying on the material/information provided on this website. The content of the website does not purport to be all-inclusive, nor does it contain all the information which a prospective investor may desire.

Reservation of Rights

We reserve the right at any time and in its sole discretion to request that you remove all links or any particular link to our Website. You agree to immediately remove all links to our Web site upon such request. We also reserve the right to amend these terms and conditions and its linking policy at any time. By continuing to link to our Web site, you agree to be bound to and abide by these linking terms and conditions.

Refund & Cancellation Policy (RIA) 

 

At Vansh Capital Private Limited (RIA), a SEBI-registered Investment Advisor, we are committed to maintaining the highest standards of transparency, compliance, and client satisfaction. Our refund policy is designed in accordance with the guidelines prescribed by the Securities and Exchange Board of India (SEBI).

  1. Nature of Services

Our services are primarily fee-based financial advice and portfolio recommendations, which are personalized, research-driven, and delivered after detailed risk profiling and client consent. Once delivered, these services are deemed to be consumed and are non-reversible.

  1. No Refund After Service Delivery

Refunds will not be issued under the following conditions:

  • If the investment advisory service (including risk profiling, model portfolio allocation, or any part of the advisory report) has already been delivered, accessed, or communicated.
  • If the client fails to act upon or disagrees with the advice post-delivery, or experiences gains/losses based on market fluctuations.
  • If the service period has already commenced as per the agreed start date.
  1. Refund Eligibility

A refund request may be considered under exceptional circumstances only if:

  • In case of premature termination of the Investment Adviser services by the client or the Investment Advisor:
    • The client shall be entitled to seek refund of proportionate fees only for the unexpired period.
    • The Investment Advisor is entitled to retain a maximum breakage fee of not greater than one-quarter of the total fee.
  • The client is found to be ineligible to receive advisory services due to non-compliance with SEBI KYC or onboarding requirements.

All valid refund requests must be submitted in writing to vanshcapitaladvisors.com along with supporting documentation, within 7 days of the transaction.

  1. Processing Time

Approved refunds, if any, will be processed within 10 working days from the date of approval and will be credited to the original payment method.

  1. Non-Transferable

Fees paid for our investment advisory services are non-transferable and cannot be assigned or shifted to another individual or service plan.

Privacy  Policy

  Personal Information

This privacy policy has been compiled to better serve those who are concerned with how their “Personally Identifiable Information” (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

 

What personal information do we collect from the people that visit our blog, website or app?

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

When do we collect information?

We collect information from you when you subscribe to a newsletter, respond to a survey, fill out a form or enter information on our site.

How do we use your information?

We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, surf the website, or use certain other site features in the following ways:

  • To send periodic emails regarding your order or other products and services.

How do we protect your information?

  • Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.
  • We regularly scan for malware.
  • Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.
  • We implement a variety of security measures when a user enters, submits, or accesses their information to maintain the safety of your personal information.
  • All transactions are processed through a gateway provider and are not stored or processed on our servers.