1. Information We Collect
We may collect the following types of information:
 Personal Data: Name, address, email, phone number, date of birth, bank account etc.
 Financial Data: Income details, investment preferences, payment history.
 Technical Data: IP address, browser type, device information, and cookies.
 KYC Documents: For compliance and verification purposes as required by SEBI and other regulatory bodies.

2. Purpose of Collection
Your data is used for:
 Client onboarding, investment advisory, and portfolio management
 Internal KYC/AML compliance
 Communication and transactional updates
 Data analysis and service improvement
 Legal and regulatory obligations

3. Data Protection & Security
We maintain appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, alteration, disclosure, or
destruction.
Your data is stored in encrypted environments and is only accessible to authorized personnel under strict confidentiality obligations.

4. Third-Party Sharing
We do not sell or trade your personal information. We may share your data with:
 SEBI, Income Tax, or other government agencies when legally required
 Our legal, financial, or compliance advisors
 Trusted third-party service providers bound by confidentiality agreements (e.g., KYC verifiers, custodians, payment gateways)

5. Your Rights
You have the right to:
 Access and update your personal information
 Request deletion (subject to regulatory retention policies)
 Withdraw consent for marketing communications
 Lodge a complaint with a data protection authority

6. Cookies and Tracking
We use cookies to improve your browsing experience. You may disable cookies in your browser settings, but doing so may affect site functionality.

7. Grievance Officer
In compliance with the Information Technology Act, 2000:
Name: Prakash Nag
Email: info@wealthex.in
Phone: +91-78961 69106

8. Changes to This Policy
We reserve the right to update this Privacy Policy. The revised version will be posted with a new “Effective Date.”