What Fleek is, what it isn't, and the risk context you should know before using the platform.
Fleek Finance builds and operates software — a planning dashboard, goal tracking, and a client-facing app — used by independent financial advisors and mutual fund distributors ("advisors") to serve their own clients. Fleek itself is not a SEBI-registered Investment Adviser (RIA) or a SEBI-registered Mutual Fund Distributor, and does not provide investment advice, recommendations, or portfolio management directly to any client.
Any financial advice, recommendation, or plan you receive through the Fleek platform comes from the advisor you work with directly, under their own professional and regulatory standing — not from Fleek. Where an advisor is SEBI-registered, that registration belongs to the advisor or their firm, not to Fleek.
Figures shown on the platform — projections, goal-progress estimates, portfolio valuations, and net-worth calculations — are based on the data available to us (including data you or your advisor have entered or uploaded) and standard financial assumptions. They are estimates, not guarantees. Mutual fund and other market-linked investments are subject to market risk; past performance is not indicative of future returns.
Fleek computes figures from the information provided — CAS statements, uploaded documents, and manually entered data. We take reasonable care to process this accurately, but we do not independently verify the underlying data with AMCs, depositories, or other sources, and cannot guarantee it is complete or error-free. Please review your data periodically with your advisor.
Not a substitute for professional advice. Nothing on this website or within the platform should be treated as a personal recommendation to buy, sell, or hold any investment. Speak with your advisor before making a financial decision.
Where the platform connects to third-party services (Google, Zoom, Microsoft Teams, WhatsApp, and others described in our Privacy Policy), Fleek is not responsible for the availability, accuracy, or content of those third-party services themselves — only for how we use the data we receive from them, as described in that policy.
Questions about this disclaimer can be sent to contact@fleekfinance.in.