Terms of Service

Wealth Advisory Terms ●Last Updated: Jan 2026

By accessing this website and utilizing our wealth advisory services, you agree to comply with the fiduciary standards and terms outlined below by Profitree Wealth.

Scope of Advisory

Profitree Wealth provides professional investment planning and portfolio management services. Historical performance data provided on this platform does not guarantee future results. Market conditions are volatile and investment outcomes may vary.

Wealth Estimates

Projections and portfolio estimates generated via our intake forms are preliminary. Final investment strategies are subject to:

Comprehensive risk profile assessment.
Verification of financial disclosures.
Compliance with SEBI / Regional regulatory guidelines.

Intellectual Property

All proprietary algorithms, financial models, brand names (Profitree Wealth), and strategy descriptions are the exclusive property of Profitree Wealth. Unauthorized use of our wealth-tracking methodologies is strictly prohibited.

Liability Limitation

While we strive for 100% accuracy, we are not liable for investment decisions made solely on the general information provided here. We recommend a 1-on-1 consultation with our certified advisors before executing high-value capital allocations.

Looking for a Formal Agreement?

Signed fiduciary contracts are available for HNI and Institutional clients.

Request Agreement