DATA PROTECTION & PRIVACY

Privacy Policy.

This policy explains how Wealth Compounder collects, uses, stores, and shares personal information obtained through its website and services. It also explains how you can contact us about your information.

1. Information We Collect

We may collect and process the following categories of information:

  • Identity & Contact Data: Full name, email address, mobile number, and city provided via enquiry forms.
  • Financial & Suitability Data: For advisory clients, information regarding investment horizon, risk capacity, asset allocation preferences, and existing portfolio statements collected during mandatory suitability assessments.
  • Technical Data: IP address, browser type, and interaction metrics gathered through standard analytics cookies.

2. How We Use Your Information

Your information is utilized solely to:

  • Respond to enquiries and deliver research publications and advisory memos.
  • Perform mandatory SEBI risk profiling and suitability evaluations.
  • Comply with regulatory auditing and record-keeping mandates under SEBI (Investment Advisers) Regulations, 2013.

3. Data Protection and Confidentiality

We implement rigorous administrative, technical, and physical security measures. Wealth Compounder does not sell, rent, or lease client information to third-party marketing firms under any circumstances. Information is only disclosed to regulatory bodies (SEBI, statutory authorities) when legally compelled.

4. Contact Regarding Data Privacy

To review, update, or request deletion of your information, or for any privacy queries, contact our Data Privacy Officer at privacy@wealthcompounder.in.