Privacy Policy

Your privacy and confidentiality of your personal details, investments and others are very important to us. We are committed to maintaining the confidentiality, integrity and security of your personal information. This Privacy Notice sets forth our policies with respect to non public personal information of our clients, prospective clients and former clients. These policies may be changed from time to time.

Collection of Non-Public Personal Information: We collect non-public personal information about you and your family, such as name, address, birth dates, assets, income levels, investment history, information about your investment goals, and risk tolerance as well as other financial information, from the following sources:

1. In Client Profilers, Risk Profiler and Sign off Agreements
2. In written, telephonic or electronic correspondence, such as e-mails and during face-to-face meetings with us;
3. In financial statements provided by third parties such as banks, brokerage firms and mutual fund companies; and
4. In the Subscription Agreement and any other investments like Private Equity, Real Estate;

We do not sell your personal information to mailing list vendors or solicitors for any purpose.

Disclosure of Non-Public Information: We may disclose all or some of the relevant information described above to certain third parties under one or more of these circumstances:

1. As authorized for you if you request the disclosure of the information to third-parties; and
2. As required for implementation of the Investment Strategies recommended by us

Security of Non-Public Information: We restrict access to non-public personal information about you to those associates or team members who need to know that information to provide our services to you. We maintain physical, electronic, and procedural safeguards that comply with your non-public personal information.

We do not sell your personal information to mailing list vendors or solicitors for any purpose.

This privacy notice relates to Accretus Solutions and any related entities in the future.

Terms and Conditions

Accretus Solutions does not intend to render or offer wealth management solutions through its web site, blog or other forms of social media . The usage of web site and other social media formats are limited to the dissemination of general information on the adviser’s service offerings and provides for an efficient mechanism in which a prospective client may contact Accretus Solutions. Advice may only be rendered after the sign off of a contract with service level agreements by the client and the adviser, and the initial payment towards the contract by the client to the adviser.

Accretus Solutions reserves all rights provided under applicable copyright and trademark laws for the content, images and trademarks on this site. If you would like to copy, redistribute or otherwise use any information or image from this site, you must first obtain written permission from Accretus Solutions.

The information on this site introduces the user to Accretus Solutions’ personnel, processes, and services offered. Although Accretus Solutions intends to keep this material up to date, we do not guarantee that the material is accurate, current or complete. We encourage you to contact us, if you have any questions or concerns about any information on this site.

Disclosures

Nothing on the web site, blog or other forms of social media constitutes personalized investment advice for the user or is a substitute for developing an investment strategy or plan with a professional adviser. Some investment strategies or plans that Accretus Solutions recommends to its clients may not be suitable or appropriate for the user.

Any information on the website, blog and other forms of social media related to our investment tenets that we follow is for general informational purposes only, and does not constitute an endorsement of a particular investment vehicle or approach for the user.

Nothing on the web site, blog or other forms of social media should be construed as business, legal, tax, or other professional advice.