By accessing or using our services, including but not limited to our website, financial planning tools, consultation offers, and SMS communications, you agree to be bound by these Terms of Service ("Terms"). Please read them carefully.
1. Services Overview
Ascent Financial Solutions provides financial planning, wealth management, investment advisory, and related communications through digital and SMS channels. Clients may request services through our website, online forms, or by contacting us directly.
2. SMS Communications & Consent
By providing your mobile number, you explicitly consent to receive text messages from Ascent Financial Solutions, including:
Appointment confirmations and reminders
Service updates and follow-ups
Educational or advisory updates
Occasional promotional offers (with consent)
Message frequency varies. Standard message & data rates may apply.
Reply STOP to opt out at any time.
Reply HELP for customer support.
Your consent is not a condition of service. Opting out of marketing messages will not affect service-related communications.
3. User Responsibilities
You agree to provide accurate information and to only use our services for lawful purposes. You will not:
Misuse financial advice or communication tools
Attempt to breach our website’s security or misuse systems
Use our services in violation of TCPA, CAN-SPAM, SEBI, or other applicable laws
4. Ownership & Use of Content
All website content, reports, and materials are the intellectual property of Ascent Financial Solutions and may not be copied, distributed, or reproduced without prior written permission.
5. Disclaimers
Ascent Financial Solutions provides advisory services based on best practices, but makes no guarantees regarding market performance, investment results, or financial outcomes. All services are provided “as is,” and success depends on individual implementation and external factors.
6. Limitation of Liability
Ascent Financial Solutions shall not be liable for any indirect, incidental, or consequential damages resulting from your use of our services, reports, or content.
7. Modifications to Terms
We may update these Terms periodically. The latest version will be posted on our website with the effective date. Continued use of our services after changes indicates acceptance.
. Contact Us
If you have questions about these Terms, contact us at:
