Direct Onboarding

TERMS AND CONDITIONS

Welcome to Vallum Capital Advisors Private Limited, a SEBI registered Portfolio Manager, hereafter referred to as Vallum. These terms and conditions govern the use of Vallum’s Website, Email communication, Short Messaging Service (SMS), WhatsApp communication, online onboarding tools and other related services.

1. Registered Office

B-403, Kanakia Wall Street,
Andheri Kurla Road, Chakala MIDC,
Mumbai, India – 400093

2. Terminology

  • Client / You / Your: Any person accessing this website or availing services.
  • The Company / We / Us / Our: Vallum Capital Advisors Private Limited.
  • Services: Portfolio Management Services and related communication.
  • All terms are interpreted in accordance with applicable laws of India including SEBI PMS Regulations, PMLA, DPDP Act and other statutory requirements.

3. Consent for Digital Communication

By using any digital channel of Vallum, you consent to:

  • Collection and processing of Personally Identifiable Data and KYC information
  • Storage and transmission through secure third-party service providers
  • Communication for onboarding, reporting and service updates

Your data will be:

  • Used only for lawful PMS related purposes
  • Stored securely for the period required by regulations
  • Shared only with authorized partners such as custodians, RTAs, brokers and regulators

You may withdraw consent by writing to us. Withdrawal may impact our ability to provide services.

4. Website and Communication Terms

  • Access is on your own accord
  • There is no solicitation or inducement by Vallum
  • Content shall not be construed as investment advice or offer
  • Investment decisions are at your own risk

Unauthorized disclosure, copying or distribution of any material is prohibited. Vallum is not responsible for damage arising from viruses or third-party alteration of emails or attachments.

5. No Offer or Advice

  • Information is for general understanding only
  • It is not an offer to buy or sell securities
  • It does not replace independent financial or tax advice
  • Past performance is not indicative of future results

6. Jurisdiction Restrictions

Information is not directed to any person in a jurisdiction where distribution would be contrary to law.

7. Cookies

The website may use essential cookies for functionality and user experience. No personally identifiable information is stored in cookies.

8. Intellectual Property

  • Republish or reproduce material
  • Sell or distribute content
  • Modify or create derivative works
  • Use material for commercial purposes without permission

9. Hyperlinking

Links may be created fairly without implying endorsement. Vallum is not responsible for content on external websites.

10. Disclaimer and Limitation

Vallum excludes all warranties and shall not be liable for any loss arising from use of the website, to the maximum extent permitted by law.

11. Compliance & Jurisdiction

Any dispute shall be subject to the jurisdiction of courts in Mumbai, India.

12. Grievance and Contact

  • Name: Madhavi Gore
  • Email: pms.grievances@vallum.in
  • Phone: +91 8655664538
  • Address: B-403, Kanakia Wall Street, Mumbai – 400093

Regulatory Note:
Vallum Capital Advisors Private Limited is a SEBI Registered Portfolio Manager. Investments are subject to market risks. Please read all scheme related documents carefully before investing.

Terms & Conditions