Terms of Engagement

1. Scope of Advisory Services

AtoZ Advisor (referred to as “the Firm”) provides high-level strategic, business, real estate, legal, political, and financial advisory services. Our services are consultative in nature and designed to assist clients in evaluating options, assessing risks, and making informed decisions.

While our team includes professionals with diverse qualifications, our advisory engagements do not constitute formal legal representation, licensed real estate brokerage, regulated financial underwriting, or registered public auditing. For transactions or disputes requiring regulated sign-offs, clients are advised to engage local certified professionals.

2. Engagement Protocol & Mandates

All professional engagements are formalized through a signed Letter of Engagement or a written Mandate. The scope of work, timeline, deliverables, and specific advisory team assignment will be explicitly outlined in the signed agreement.

Any requests for services beyond the initially defined mandate will require a written addendum or a separate engagement agreement. The Firm reserves the right to decline any advisory mandate at its absolute discretion.

3. Professional Fees & Retainers

Advisory fees are calculated based on the complexity, scope of research, direct partner involvement, and duration of the engagement. Typical fee structures include:

• Fixed Retainers: Applicable for ongoing project-based support.
• Mandate Fees: Fixed fees tied to specific strategic deliverables.
• Hourly Consulting Fees: Applicable for short-term consultations or ad-hoc guidance.

Unless otherwise specified in the Letter of Engagement, an initial retainer is due upon the execution of the agreement prior to the commencement of advisory services. Direct project-related out-of-pocket expenses (such as travel, localized research, third-party filings) will be billed to the client at cost.

4. Client Representation & Warranties

The client agrees to provide the Firm with timely, accurate, and complete information necessary for the execution of the advisory mandate. The Firm relies on the information provided by the client without independent verification, unless explicitly agreed upon in writing.

The client represents that all business interests, assets, and disclosures presented to the Firm are legitimate, lawful, and free from encumbrances or undisclosed regulatory disputes.

5. Limitation of Liability

AtoZ Advisor acts as an advisor to the client. The final decision to act upon any advice, recommendation, or business strategy remains the sole responsibility of the client.

In no event shall the Firm, its partners, employees, or associates be liable to the client or any third party for consequential, incidental, indirect, or special damages, including lost profits, arising out of or in connection with the advisory services, even if advised of the possibility of such damages. The Firm’s aggregate liability under any engagement shall be capped at the total professional fees paid to the Firm for that specific mandate.

6. Term and Termination

Either party may terminate the advisory engagement upon fourteen (14) days written notice to the other party. Upon termination, the client shall pay the Firm for all advisory services rendered and expenses incurred up to the effective date of termination.

Provisions relating to confidentiality, limitation of liability, and governing law shall survive the termination of the engagement.

7. Governing Law & Jurisdiction

These Terms of Engagement and all relations between the Firm and the client shall be governed by, and construed in accordance with, the laws of Uttar Pradesh, India.

Any dispute, controversy, or claim arising out of or relating to the advisory engagement shall be subject to the exclusive jurisdiction of the competent courts in Lucknow, Uttar Pradesh.