Refund and Cancellation Policy

At Ligna Wealth Advisors, we are committed to offering transparent and client-centric services. Please read our refund and cancellation policy carefully for our Investment Advisory and Financial Planning services:

1. Investment Advisory Services

• Our investment advisory services operate on a payment in arrears basis.
• As billing is done after services are rendered, there is no advance payment, and hence, no provision for refunds applies.

2. Financial Planning Services

• For financial planning engagements, we charge 50% of the fee in advance at the time of onboarding.
• We follow a “No Questions Asked” refund policy for this advance payment.
• If you choose to cancel the engagement for any reason, simply drop an email to info@lignawealth.com.
• Your advance payment will be refunded within 3 working days from the date of the request.

We strive to make our processes as smooth and client-friendly as possible. For any clarifications, please feel free to contact us at info@lignawealth.com.