What is Wealth Management?
Wealth Management is the management of a client's wealth by professionally trained individuals to get maximum value for the client’s financial assets.
How is Inari Wealth Managementz different from others?
We identify unique & exclusive short-term and long-term investment solutions and execute them on behalf of our clients.
What are the services you offer?
We offer solutions in Financial Planning, Portfolio Management, Private Equity,
Estate Planning, Risk Management & Insurance Planning, Property Purchase & Financing, Equity & F&O Trading, Commodities Trading or any subset of this gamut of services.
Do you guarantee returns?
While we use sophisticated mathematical/statistical tools to allocate your investments among the various asset classes and model the growth in your investment portfolio, it is important to keep in mind the inherent variability in market returns in most asset classes. Thus, we do not guarantee any minimum returns but we do carry out appropriate simulations to provide adequate confidence on achievement of goals and targets.
What is the minimum investment required?
There is no prescribed minimum amount of investment that we require to start our relationship. However, to gain access to more sophisticated services and privileges, we may require a certain minimum commitment from you.
What is your fee structure?
Our fee structure is a combination of the fee charged for the comprehensive investment solutions provided and the commissions that we receive from all the companies in whose products you invest.
Is my information kept confidential?
"Your Privacy Matters"
Inari Wealth Managementz’s number one priority is your trust. Your privacy is essential to earning and keeping that trust. This tenet drives all of the decisions we make, as well as how we gather, use and store any information we acquire from you. Welcome to inariamc.com. This site is owned and operated by Inari Enterprises Pvt Ltd. Protecting your privacy is important to us. We take precautions to ensure that your information is kept private and confidential. To assist us in providing you the quality services and products that you request or to help meet your needs, we gather, maintain, and use both public and non-public personal information about you. We are providing you with the following policies and practices with respect to sharing of customer information.
COMMITMENT TO YOUR PRIVACY
HOW WE GATHER INFORMATION
We collect your personal information in the process of establishing and administering your accounts.
Application information. When you open an account with Inari Wealth Managementz, you provide information to us on your account application. This information may include your name, address, phone number, email address, PAN number, Aadhaar number and information about your investment experience, objectives, current investments, and information we may obtain from third-parties.
Transaction information. Any time you initiate a transaction in an account with us, we collect information about that transaction. We also keep information about your accounts with us, such as transaction history, current balances and current investments. These records also may include the application information listed above.
HOW WE USE AND SHARE INFORMATION
We share your personal information only for our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus – and it is limited to those parties who assist us in establishing and administering your account. We do not sell your personal information to anyone.
Use of information. We use your personal information to establish and administer your accounts, to alert you to services we provide, and to fulfill our regulatory obligations.
Sharing information for the purpose of providing service. We disclose your personal information to those parties who assist us in processing your transactions or otherwise providing service to your accounts. In order to improve the services we provide, we also may disclose personal information, such as transaction history and investment objectives, to the financial advisors of Inari Enterprises Pvt Ltd and our channel partners only.
Sharing information for legal purposes. In certain circumstances, we may share personal information as required or permitted by law. We may do so, for example, to cooperate with regulators or law enforcement authorities, to resolve consumer disputes, or for institutional risk control.
HOW WE PROTECT INFORMATION
Even when we share your personal information, we remain committed to maintaining your privacy. We take steps to protect confidentiality of personal information whenever possible.
Contractual protections. We have contracts with all of our employees and with unaffiliated companies with whom we share personal information, prohibiting them from using such personal information for any purpose other than that for which it is disclosed, and further prohibiting them from disclosing it to any other parties.
Sharing with affiliates. We do not share personal information with affiliates unless it is necessary to service your accounts or as permitted by law.
Physical and procedural safeguards. We maintain physical, electronic, and procedural safeguards to protect the confidentiality of your personal information. We also restrict employee access to your personal information to those employees who need to know that information in the course of their job responsibilities.
We consider privacy, security, and service in our online operations to be just as critical as in the rest of our business. We therefore employ all of the safeguards described above, along with the following Internet-specific practices.
UPDATE YOUR INFORMATION
Should you have significant life changes, such as a marriage, birth of a child, change of contact information, death of a spouse, divorce, or a significant change in your financial situation, please contact your Wealth Advisor to determine if such changes will alter your investment objectives, risk tolerance, or investment horizon.
CODE OF ETHICS
Inari Wealth Managementz maintains a Code of Ethics governing its relationship with investors. If you would like a free copy of our Code of Ethics or would like to discuss a complaint, please call (+91) 9100009945 and ask for the Compliance Officer.
ANTI- MONEY LAUNDERING
While we take great care in attempting to know our investors’ individual investment goals and objectives today, the Act requires us to take additional steps to verify the identity of persons opening new accounts, including verifying the identity of prospective investors, consulting applicable government agency lists of known or suspected criminals, terrorists and terrorist organizations to determine if any of our prospective or current investors are on such list, and conducting, in certain circumstances, additional due diligence when accounts are opened, including requesting information about the source of funds deposited into such accounts.
Inari Wealth Managementz intends to comply with this and all other requirements of law, and we thank you for your assistance in meeting our obligations.
BUSINESS CONTINUITY PLAN
Inari Wealth Managementz has developed a Business Continuity Plan (the “Plan”) designed to prevent or mitigate potential business disruption. Since the timing and severity of events that can lead to business disruption are unpredictable, our Plan is comprehensive, continually evolving, and practiced on an ongoing basis. Our Plan is designed to safeguard our employees and property, protect the firm’s books and records, allow our advisors and clients to transact business, and communicate effectively with all stakeholders. Our Plan is also designed to ensure business is not disrupted and to permit our firm to resume business as quickly as possible if there is a disruption.
Our Plan addresses data back-up and recovery, critical technology and communications systems, financial and operational assessments, alternative communications with advisors, clients, employees and regulators, alternate physical locations for employees, critical suppliers and contractors, regulatory reporting, and ensuring prompt access to information if there is a business disruption. Inari Wealth Managementz’s objective is to have critical functions operational within one hour. However, in severe or widespread situations, operations could be delayed for a longer period of time. In the event of a disruption, we will notify you through regular communications on our website www.inariwealth.com or via email, if appropriate.
If after a business disruption you cannot contact us at (+91) 9100009945, please contact your assigned investment advisor representative via email or visit www.inariwealth.com for information related to the business disruption including contact information as appropriate.
FOR MORE INFORMATION
If you have questions about our Plan, please contact Inari Wealth Managementz’s Chief Compliance Officer at
The Users agree and acknowledge that the subscription charges paid under any of the subscription plans for availing the investment advisory services shall be non-refundable. The Company does not owe any liability to refund the subscription charges should the User decided to discontinue availing services or terminate the account or under any other circumstances whatsoever.
The User further acknowledges that in the event the User intends to upgrade from an existing plan to another plan during the subsistence of existing plan, the monies remaining unutilised under the existing plan would be utilised under the upgraded plan on pro-rata basis. Similarly, the User shall have the liberty to downgrade from an existing plan to another plan, and the unutilised monies under the existing plan shall be utilised on pro-rata basis in the downgrade plan. Provided however that at the time of renewal of subscription plan at an annual interval, the User shall be at liberty to choose any plan of his choice without any compulsion of continuing with the existing plan.
The User agrees and acknowledges that the Company may get privy to certain private and confidential information of the User at the time or during the course of subscription to investments plans. Such information will be utilised by the Company for internal purposes and will be kept confidential. However, the said information may be disclosed by the Company pursuant to compliance with any order of a competent court, authority or statute.
The Company reserves the right to cancel, discontinue, withdraw or modify the terms and conditions of any plan without assigning any reason whatsoever and without any prior notice to the Users. In such circumstances, the User shall be provided with proportionate refund of the subscription charges for the balance period within such reasonable time not exceeding 60 days.
The User agrees and confirms that no refund shall be provided under any circumstances, in case the subscription to any plan is discontinued or terminated by the User, the details and information with respect to the subscription plans shall be made available by the Company only on its online platform. However, the Company may send promotional email, text messages etc. from time to time to update the Users about the subscription plans. The User gives consent to receive such emails, text messages etc. on the email address or phone number registered with the Company. In case of any change in the details as registered, the User shall inform the Company giving sufficient advance notice to effect the necessary changes in the records. The Company shall not be held liable for any omission in receipt of such reminders, messages etc. on account of change in email address, phone number or other details registered in the records of the Company.
The User agrees that the investment plan subscribed to by the User and the investment advice provided there under shall be for the sole consumption and use only by the User and not by any third party. The User shall not utilise the information under the investment plan or investment advice for any business, non-personal or illegal purposes or purpose other than investments through the online platform of the Company. The User agrees that it shall not recompile, disassemble, copy, modify, distribute, transmit, display, perform, reproduce, publish or create derivative works from, transfer, or sell any information, services etc accessed under any subscription plan, investment advice or otherwise. By accessing the details of any of the plans, whether subscribed or not, any unauthorised use of the same by the User shall be unlawful and subject to civil or criminal proceedings or penalties.
The User authorises the Company to debit the bank account for applicable subscription charges, fee, taxes, cess etc., details whereof are given by the User at the time of registration of investment account with the Company. Any costs, expenses, charges etc. arising out of any failure in exercise of such authority shall be borne by the User and shall be recoverable by the Company from the User.