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Important Disclaimers for investors

HP Private Wealth Advisory (‘HPPWA’) is a proprietorship run and managed by 

Himanshu Pravinchandra Pandya an Individual Investment Adviser,

SEBI Registration Number – INA000017310 (Perpetual Validity)

BSE Enlistment No. – 1901

Email id: himanshu@hpprivatewealth.com

Contact Details: +91-9821529611

Registered Office: HP Private Wealth Advisory, C – 1404, Serenity Towers, Raheja Reflections, Thakur Village, Kandivali East, Mumbai – 400101

Correspondence Office: HP Private Wealth Advisory, C – 1404, Serenity Towers, Raheja Reflections, Thakur Village, Kandivali East, Mumbai – 400101

Please read the following disclaimers carefully:

  1. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
  2. The value of any investment may rise or fall as a result of market changes. Past performance is not indicative of future results.
  3. Registration granted by SEBI, Enlistment with BSE and certification from NISM in no way
    guarantee performance of the intermediary or provide any assurance of returns to
    investors.
  4. For any grievances, contact SEBI – Office of Investor Assistance and Education, Securities and Exchange Board of India, SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra-Kurla Complex, Bandra (E), Mumbai – 400 051.

  5. Any Investment advice given by the Investment advisor on the products or services which are outside the regulatory purview of the Board, no recourse from the Board shall be available to clients for any grievance arising therefrom. 

  6. Investment Adviser is not using Artificial Intelligence tools in providing investment advice.

Amendment to the agreement
Clause 7A
7A. Death or Disability of Investment Adviser:
i. The Investment Adviser shall, at all times have one of his/her legal heirs, executor, trustee, administrator of estate of the deceased (the “Obligor”) to act as the person-in-charge in the event of Death or Disability of the Investment Adviser.
 
ii. The Obligor shall, in the event of Death/ Disability of the Investment Advisor:
– Give notice to all clients of the occurrence of the eventuality and confirmation of having taken charge over by the Obligor.
– Settlement of account with the client (fees payable and/or fees refundable).
– Facilitate completion of transition of any outstanding business to another duly registered Investment Adviser.
– Ensure redressal of any outstanding or new disputes/claims of clients.
 
iii. Details of the Obligor:
Full Name: Kavita Himanshu Pandya
PAN: AEKPJ4890B
Mobile No: 9819438222
Email: id: kavita@hpprivatewealth.com
 
iv. The Investment Adviser shall promptly inform all his Clients of any change in details of the Obligor during the tenure of the Agreement.