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TERMS & CONDITIONS — WEALTHNEX ADVISORY Last Updated: 01 June 2026 Welcome to WealthNex Advisory (“we,” “our,” or “us”). These Terms & Conditions govern your access to and use of our website, communication platforms, advisory services, digital content, and related professional interactions. By accessing or using our website, services, content, or communication channels, you agree to comply with these Terms & Conditions. 1. NATURE OF SERVICES WealthNex Advisory provides advisory and support services which may include: • Financial Advisory • Tax Advisory • GST Advisory • Compliance Support • Business Advisory • Business Registration Assistance • Startup Advisory • Consultation Services • Educational Content • Related Professional Services All services are provided subject to mutual understanding, agreed scope of work, professional requirements, and applicable laws. 2. NO GUARANTEE OF OUTCOMES While reasonable efforts are made to provide practical, accurate, and professional guidance, WealthNex Advisory does not guarantee: • Specific financial outcomes • Business success • Regulatory approvals • Profitability • Tax savings • Operational results Any business, financial, compliance, taxation, or strategic decisions remain the sole responsibility of the user or client. Clients remain solely responsible for evaluating recommendations and making their own financial, business, taxation, regulatory, or strategic decisions. 3. CLIENT RESPONSIBILITIES Clients and users agree to: • Provide accurate, complete, and timely information • Cooperate during service delivery • Use services lawfully and responsibly • Respond within reasonable timelines where required WealthNex Advisory shall not be responsible for delays, inaccuracies, or consequences arising from incomplete, inaccurate, misleading, or delayed information provided by clients. 4. COMMUNICATIONS By contacting WealthNex Advisory through our website, email, telephone, WhatsApp, social media platforms, or other communication channels, you consent to receiving service-related communications, responses to enquiries, appointment confirmations, and other engagement-related updates. 5. PROFESSIONAL ENGAGEMENT A formal professional relationship shall arise only after: • Confirmation of scope • Acceptance of applicable terms • Formal engagement, where required • Commencement of paid services, where applicable General communication, website access, social media interactions, inquiries, preliminary discussions, or informational content shall not by themselves establish a professional engagement. 6. FEES AND PAYMENTS Fees for services shall be communicated separately based on the nature and scope of the engagement. Unless otherwise agreed: • Payments for completed professional services are generally non-refundable. • Service timelines may depend upon receipt of required information and documentation. • Delayed payments may affect service delivery timelines. Detailed fee terms, payment schedules, and engagement-specific conditions may be communicated separately through proposals, quotations, engagement letters, invoices, or other engagement documents. 7. CONFIDENTIALITY WealthNex Advisory shall make reasonable efforts to maintain the confidentiality of information shared during professional engagements. Clients also agree not to misuse, distribute, disclose, reproduce, or share proprietary documents, frameworks, templates, methodologies, or confidential materials provided by WealthNex Advisory without authorization. 8. INTELLECTUAL PROPERTY All logos, branding, content, reports, frameworks, templates, graphics, documents, website materials, educational content, and related intellectual property associated with WealthNex Advisory remain the property of WealthNex Advisory unless otherwise stated. Unauthorized copying, reproduction, redistribution, modification, publication, or commercial use without prior written permission may be prohibited except as otherwise permitted under applicable laws. 9. THIRD-PARTY SERVICES Our services may involve the use of third-party platforms including: • Email providers • Payment gateways • Cloud storage services • Communication platforms • Software tools • Website hosting providers WealthNex Advisory shall not be responsible for technical failures, interruptions, security incidents, service disruptions, or policies associated with third-party service providers. 10. LIMITATION OF LIABILITY To the maximum extent permitted by applicable law, WealthNex Advisory shall not be liable for: • Direct or indirect losses • Consequential damages • Business interruptions • Financial losses • Data loss • Missed opportunities • Decisions taken based upon advisory content, information, or services Users and clients are encouraged to seek appropriate professional advice and independent evaluation before making significant business, taxation, financial, legal, regulatory, or investment decisions. 11. EDUCATIONAL AND INFORMATIONAL CONTENT Articles, posts, newsletters, presentations, videos, social media content, downloadable materials, and other educational resources shared by WealthNex Advisory are intended solely for informational and educational purposes. Such content should not be interpreted as personalized professional advice unless provided under a formal engagement. 12. MODIFICATIONS TO SERVICES OR TERMS WealthNex Advisory reserves the right to: • Modify services • Update policies • Revise pricing structures • Amend these Terms & Conditions Any updated version published on our website or official communication channels shall supersede previous versions. 13. TERMINATION OF ENGAGEMENT Either party may discontinue or terminate an engagement subject to the terms communicated for the specific assignment. WealthNex Advisory reserves the right to suspend or terminate services where: • Required information or documentation is not provided • Fees remain unpaid • Unlawful, unethical, or inappropriate activities are suspected • Continuation of the engagement is not reasonably feasible Termination shall not affect rights, obligations, or liabilities accrued prior to such termination. 14. GOVERNING LAW These Terms & Conditions shall be governed by and interpreted in accordance with the laws of India. Any disputes arising in relation to our services shall be subject to the applicable jurisdiction of competent courts in India. 15. CONTACT INFORMATION WEALTHNEX ADVISORY Email: business@wealthnexadvisory.com Website: https://www.wealthnexadvisory.com Mobile: +91 9938304750