Moneyvesta Wealth Management

Cancellation Policy

Moneyvesta Capital Services Private Limited (“MCSPL”) currently addresses cancellation in the context of pre-mature termination of the Investment Advisory (IA) Agreement.

This page presents the existing cancellation-related position already applicable under the IA Agreement, including written notice, treatment of the unexpired fee period, and applicable deductions.

Section 1

Cancellation / Pre-Mature Termination

If a client wishes to discontinue the IA Agreement before the expiry of its term, the client must provide written notification for pre-mature termination.

Section 2

Effect of Cancellation

  • Fees for the unexpired period of the agreement shall be refunded.
  • MCSPL may retain a breakage fee not greater than the fee for one quarter.
  • Upon verification and calculation, the refund, after deduction of the applicable breakage fee, shall be processed within 90 days.
Section 3

Conditions

  • The client must be in compliance with all other terms of the IA Agreement.
  • The request must adhere to the procedures set out in the applicable policy and the IA Agreement.
Section 4

Amendments

MCSPL reserves the right to amend this policy at any time. Any amendment shall be effective immediately upon posting on the website.

For any clarification regarding cancellation or pre-mature termination, please write to us at contact@moneyvesta.com.

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