Shree CapitalEdge Financial Services LLP

Company: Shree CapitalEdge Financial Services LLP
Website: shreecapitaledge.com
Address: Poddar Court Gate No. 1, Room No. 312, 3rd Floor, 18, Rabindra Sarani, Kolkata – 700001

1. Definitions

"Company" refers to Shree CapitalEdge Financial Services LLP. "User/Visitor" refers to any individual accessing the website. "Services" refers to loan facilitation, insurance, mutual fund distribution, and financial advisory offerings. "DSA" refers to Direct Selling Agent services for banking institutions.

2. Nature of Services

The Company operates as a Direct Selling Agent (DSA) for Banks and NBFCs for loan products, an insurance agent for various insurance companies, and a mutual fund distributor. We function as an intermediary — not a direct lender or underwriter. Final approval of loans, insurance policies, and investments rests solely with the respective financial institutions.

3. Eligibility

By using our services, you confirm that you are:

At least 18 years of age
Legally competent to enter into binding agreements
Providing accurate and complete information

4. User Responsibilities

Users must:

Provide truthful and accurate information
Submit authentic documents
Avoid impersonation or fraud
Use the platform lawfully

The Company may reject applications containing false or misleading information.

5. Loan (DSA) Services

We assist with personal loans, business loans, home loans, SME loans, and vehicle loans. Banks and NBFCs determine final approval, terms, and conditions. The Company bears no responsibility for rejections or processing delays by partner institutions.

6. Insurance Services

Insurance products are offered through licensed insurers with policies subject to underwriting approval. The Company facilitates insurance but does not guarantee claim settlement. Customers should review all policy documents thoroughly before purchase.

7. Mutual Fund Distribution

Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. The Company provides distribution services and does not guarantee returns on any investment.

Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

8. Fees and Charges

The Company earns commissions from partner financial institutions and AMCs. Users are not charged any undisclosed fees. Any applicable charges will be communicated beforehand.

9. Intellectual Property

All website content, including logos, graphics, and text, remains the property of Shree CapitalEdge Financial Services LLP and is protected under applicable intellectual property laws. Unauthorized use is prohibited.

10. Privacy and Data Protection

Personal information is handled in accordance with our Privacy Policy. By using our services, you consent to data collection for service processing purposes.

11. Third-Party Links

Our website may contain links to external websites. The Company disclaims responsibility for external website content, policies, or practices.

12. Limitation of Liability

The Company shall not be liable for loan or insurance application rejections, investment losses, website technical issues, or actions taken by partner financial institutions or intermediaries.

13. Indemnification

Users agree to indemnify and hold harmless the Company and its partners from any claims arising from misuse of the website or violation of these Terms.

14. Regulatory Compliance

Our operations comply with:

RBI guidelines for DSAs
IRDAI insurance regulations
SEBI mutual fund standards
AMFI requirements

15. Disclaimer

Information provided on this website is for general guidance only and does not constitute financial, legal, or tax advice. Users should consult qualified professionals before making financial decisions.

16. Termination of Access

The Company may suspend or terminate website access without prior notice for violations of these Terms.

17. Amendments

These Terms may be updated at any time. Changes become effective upon posting on this page.

18. Governing Law and Jurisdiction

These Terms are governed by the laws of India. Any disputes shall be subject to the exclusive jurisdiction of the courts in Kolkata.

19. Contact Information

Phone: +91-9007819781 | +91-33-6828 5272
Email: shree.capitaledge@outlook.com
Website: shreecapitaledge.com

Compliance Disclosures:

LLPIN: ACW-7844

Terms of Service