ValuEthics 360° is a technology-enabled investment analytics, portfolio monitoring, financial organization, and personal finance management platform developed and operated by Value Ethics Pvt. Ltd.
The platform provides users access to multiple tools, dashboards, and systems including (but not limited to) investment analytics, research frameworks, portfolio tracking, asset allocation views, goal mapping, financial projections, personal balance sheet and net-worth tracking, income and expense summaries, taxation-related summaries, document storage, will and legacy tracking, and other personal finance utilities.
All information, data, reports, dashboards, projections, summaries, and analytics generated on ValuEthics 360° are based on:
- Inputs and information provided by users
- Historical market data and publicly available sources
- Proprietary algorithms, models, and system-based computations
- Assumptions considered reasonable at the time of processing
All outputs generated by the platform are indicative in nature and subject to limitations. Actual outcomes may differ materially due to market movements, regulatory changes, taxation, inflation, data inaccuracies, or changes in personal circumstances.
ValuEthics 360° is a decision-support and financial organization platform. It does not provide stock tips, buy/sell recommendations, trade execution, portfolio management, or assured/guaranteed returns, unless expressly agreed under a separate, valid, and written advisory agreement.
The platform operates primarily through automated systems and technology-driven processes. Reports, dashboards, and outputs generated on ValuEthics 360° may not involve human review and may therefore be subject to system limitations, data dependency, computational assumptions, or technical errors. While reasonable care is taken to ensure data security and system reliability, the platform and its outputs should not be treated as final or infallible advice.
ValuEthics 360° allows users to upload, store, organize, and track sensitive financial information including portfolio details, assets and liabilities, personal balance sheets, tax-related information, documents, and will or legacy-related records. The platform does not verify, audit, validate, or legally certify the accuracy, completeness, or enforceability of such information or documents. Responsibility for the correctness and validity of data remains solely with the user.
Will creation, will tracking, legacy planning, and document vault features are self-guided tools for organization and tracking purposes only. ValuEthics 360° does not provide legal drafting, execution, registration, attestation, or legal validation services. Users are advised to consult qualified legal professionals for matters governed under applicable succession, inheritance, or personal laws.
Information made available through the platform is general in nature and does not constitute legal, accounting, tax, or personalized investment advice. Users are strongly encouraged to consult appropriate professionals, including SEBI-registered investment advisors, chartered accountants, and legal experts, before making any financial, tax, or legal decisions.
The platform, its tools, reports, and outputs are intended solely for the personal use of the registered user to whom access is granted. No responsibility is accepted for any third party who may access, rely upon, or use the platform’s content, whether in whole or in part.
Value Ethics Pvt. Ltd., its directors, employees, associates, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or special losses arising from the use of, reliance on, or inability to use the ValuEthics 360° platform, its tools, data, or outputs.
By accessing and using ValuEthics 360°, you acknowledge that you have read, understood, and agreed to this disclaimer.
Contact & Feedback
For any information regarding the various services and products offered by us, or for providing any critical feedback with regard to our website, product performance, or staff response, you may contact us at contact@valuethics.in.