Privacy Policy

Last Updated: 08-09-2025

At WealthMunshi, we value your trust and are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our website, mobile application, or services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, date of birth, PAN, address, financial details, investment preferences.
Non-Personal Information: Browser type, device information, IP address, location, cookies, and usage data.
KYC and Compliance Data: Identity and address proof documents, as required by law.

2. How We Use Your Information

We use the collected information to:

Provide financial advisory, wealth management, and related services.
Personalize recommendations and improve user experience.
Verify identity and comply with regulatory/KYC requirements.
Communicate updates, offers, and service-related notifications.
Prevent fraud, unauthorized access, and ensure security.

3. Sharing of Information

We do not sell or rent your personal data. Information may be shared with:

Trusted Partners & Service Providers (payment gateways, KYC agencies, analytics tools) for service fulfillment.
Regulatory Authorities when required under applicable laws.
Business Transfers: In case of merger, acquisition, or restructuring.

4. Data Security

We implement strict technical and organizational measures to protect your information from unauthorized access, alteration, or disclosure. While we strive to use industry-standard practices, no method of transmission over the internet is 100% secure.

5. Cookies & Tracking

Our website may use cookies and similar technologies to enhance user experience, analyze traffic, and provide tailored content. You may disable cookies in your browser settings, but some features may not function properly.

6. Your Rights

Depending on applicable laws, you may have the right to:

Access, correct, or update your personal information.
Request deletion of your data (subject to regulatory compliance).
Opt out of marketing communications.
Withdraw consent (where processing is based on consent).
To exercise these rights, contact us at contact@wealthmunshi.com.

7. Data Retention

We retain your information only for as long as necessary to provide services, comply with legal obligations, and resolve disputes.

8. Third-Party Links

Our platform may contain links to third-party websites. WealthMunshi is not responsible for the privacy practices of these external sites.

9. Updates to this Policy

We may update this Privacy Policy from time to time. Any changes will be posted with the updated “Last Updated” date.

10. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact:

WealthMunshi
Email: contact@wealthmunshi.com
Phone: +91 93979 98765