Legal

Privacy Policy

At iNveshWise Wealth Management, we are committed to protecting the privacy and confidentiality of our clients and website visitors. We value the trust you place in us and ensure that your personal information is handled responsibly, securely, and in accordance with applicable laws and regulatory requirements.

1. Information We Collect

We may collect:

  • Name, email address, mobile number, and address
  • PAN, KYC and financial information (where required)
  • Investment objectives and risk profile
  • Information submitted through contact forms or client onboarding forms
  • Website usage information through cookies and analytics

2. How We Use Your Information

Your information may be used to:

  • Provide wealth management and financial planning services
  • Respond to inquiries and service requests
  • Conduct risk profiling and goal-based planning
  • Share portfolio reviews, market updates, and service communications
  • Comply with legal and regulatory requirements

3. Confidentiality & Data Protection

We maintain strict security measures to protect your personal information from unauthorized access, misuse, alteration, or disclosure. Client information is treated as confidential and shared only when legally required or with your consent.

4. Information Sharing

We do not sell, rent, or trade your personal information to third parties. Information may be shared only with:

  • Regulatory authorities when required by law
  • Service providers assisting in business operations
  • Financial institutions or partners with your explicit consent

5. Cookies & Website Analytics

Our website may use cookies and analytics tools to improve user experience, understand website performance, and enhance our services. Users may disable cookies through browser settings.

6. Your Rights

You may request:

  • Access to your personal information
  • Correction of inaccurate information
  • Withdrawal of consent where applicable
  • Deletion of information subject to regulatory retention requirements

7. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of such websites.

8. Policy Updates

iNveshWise Wealth Management reserves the right to update this Privacy Policy periodically. Changes will be reflected on this page with the revised effective date.