Your Wealth,
Engineered
with Purpose.

Effective Date: January 1, 2026  |  Last Updated: June 1, 2026

1. Introduction

Funding Portfolio Advisor ("Company," "we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy describes how we collect, use, disclose, and safeguard personal information in compliance with applicable federal and state laws, including the Gramm-Leach-Bliley Act (GLBA) and the California Consumer Privacy Act (CCPA) where applicable.

2. Information We Collect

We may collect personally identifiable information including, but not limited to, your name, postal address, email address, telephone number, Social Security Number (for account-related purposes), financial account information, transaction history, credit information, and employment details. We collect this information when you open an account, apply for services, communicate with us, or visit our website.

3. How We Use Your Information

We use the personal information we collect to provide financial products and services, process transactions, maintain your accounts, respond to inquiries, comply with legal and regulatory obligations, prevent fraud and manage risk, and improve our services. We may also use your information to send you relevant market updates and financial advisory communications, subject to your opt-in preferences.

4. Sharing Your Information

In accordance with the GLBA, we may share certain personal financial information with affiliated and nonaffiliated third parties as permitted by law and as necessary to service your accounts. We do not sell your personal information to third parties for marketing purposes. You have the right to opt out of certain information-sharing arrangements as described in our GLBA Privacy Notice, provided separately upon account opening.

5. Data Security

We maintain a comprehensive information security program designed to protect the confidentiality, integrity, and availability of your personal information. Our safeguards include physical, electronic, and procedural controls in accordance with federal standards. We train our employees on privacy and security practices and regularly review our security measures.

6. Your Rights

Depending on your state of residence, you may have the right to access, correct, or delete personal information we hold about you, and to receive a copy of such information in a portable format. To exercise these rights, please contact us at info@fundingportfolioadvisor.info.

7. Contact

For privacy-related inquiries, please write to our Privacy Officer at info@fundingportfolioadvisor.info or call +91 9301103314.

Effective Date: January 1, 2026  |  Last Updated: June 1, 2026

1. Acceptance of Terms

By accessing or using the services, website, or digital platforms of Funding Portfolio Advisor ("Company"), you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please discontinue use of our services immediately.

2. Nature of Services

Funding Portfolio Advisor provides financial advisory, loan facilitation, insurance brokerage, investment planning, and related financial services. All content provided on this website is for informational purposes only and does not constitute personalized investment advice, legal counsel, or tax guidance. Investment in securities involves risk, including the possible loss of principal.

3. Regulatory Disclosures

Our investment advisory services are subject to oversight by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) where applicable. Our insurance products are offered through licensed professionals in compliance with applicable state insurance regulations. Past performance of any financial product is not indicative of future results.

4. Suitability and Risk

Financial products and investment strategies recommended by Funding Portfolio Advisor are subject to a suitability assessment based on your individual financial situation, investment objectives, and risk tolerance. Clients are strongly encouraged to review all offering documents, prospectuses, and disclosures before making any financial decisions.

5. Limitation of Liability

To the maximum extent permitted by applicable law, Funding Portfolio Advisor shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of our services or website. Our total liability for any claim arising under these Terms shall not exceed the fees paid by you to Funding Portfolio Advisor in the twelve (12) months preceding the claim.

6. Intellectual Property

All content, trademarks, logos, and intellectual property on this website are the exclusive property of Funding Portfolio Advisor. Unauthorized reproduction, distribution, or use of any content is strictly prohibited.

7. Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the applicable jurisdiction. Any disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association (AAA).

8. Contact

For questions regarding these Terms, contact us at info@fundingportfolioadvisor.info or call +91 9301103314.