Privacy Policy

1. Commitment to Privacy

At IndyaWealth, we understand that confidentiality is the cornerstone of wealth management. We are committed to protecting the privacy and security of your personal and financial information. This policy outlines how we collect, use, and safeguard your data in accordance with Indian regulations and global best practices.

2. Information Collection

We collect information necessary to provide you with bespoke financial advice and execution services. This includes, but is not limited to:

• Personal identification (KYC documents, PAN, Aadhar).
• Financial details (Income, assets, liabilities, investment history).
• Risk profiles and financial goals.

3. Usage of Data

Your data is used exclusively for:

• Onboarding and regulatory compliance (SEBI/AMFI).
• Portfolio construction and risk analysis.
• Communication regarding your investments and market updates.

We do not sell specific client data to third parties for marketing purposes.

4. Data Security

We employ enterprise-grade encryption and strict access controls to protect your data. Our digital platforms are regularly audited for vulnerabilities, and physical records are stored in secure facilities.

5. Your Rights

As a client, you have the right to request access to your data, correction of inaccuracies, and in certain circumstances, deletion of data not required for regulatory record-keeping.