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PRIVACY POLICY

PRIVACY POLICY

This Privacy Policy outlines how Wealthy Millennials (hereinafter referred to as “the Company,” “we,” “our,” or “us”) collects, uses, discloses, and protects your personal information when you visit our website, use our tools, or avail our financial advisory and mutual fund distribution services.

We are committed to safeguarding your privacy and ensuring that your personal information remains protected and used only in accordance with this policy.

1. Information We Collect

We may collect the following types of personal information from you:

  • Contact Details: Name, phone number, email address, and mailing address.

  • Identification Information: PAN, Aadhaar, or other KYC-related details.

  • Financial Information: Bank account details, income, investments, and other relevant financial data.

  • Usage Information: Information about how you interact with our website, including IP address, browser type, and device details.

  • Other Information: Any data you voluntarily share with us through forms, surveys, or communication channels.

2. How We Use the Information

We may use your information for the following purposes:

  • To comply with Know Your Customer (KYC) and other regulatory requirements set by SEBI, AMFI, or any other statutory authority.

  • To provide, personalize, and improve our financial products, services, and user experience.

  • To maintain internal records and ensure compliance with applicable laws.

  • To send updates, transaction confirmations, newsletters, or information related to your investments.

  • To contact you for feedback, surveys, or market research purposes.

  • To improve the functionality and security of our website and services.

You may opt out of receiving non-essential promotional communications from us at any time.

3. Information Sharing and Disclosure

We do not sell, trade, or lease your personal information to third parties.
We may share your data only in the following cases:

  • With mutual fund companies, registrar and transfer agents (RTAs), or other financial institutions, to process your investment transactions.

  • With regulatory or government bodies (such as SEBI, AMFI, or Income Tax authorities) as required by law.

  • With trusted service providers who assist us in operating our website or managing business functions, under strict confidentiality agreements.

  • If required by law, legal process, or to protect the rights, property, or safety of our firm, clients, or others.

4. Data Security

We are committed to ensuring that your information is safe and secure. To prevent unauthorized access, alteration, disclosure, or destruction, we have implemented suitable physical, electronic, and managerial safeguards, including:

  • Encrypted communication (SSL/HTTPS) for all data transfer.

  • One-way encryption for sensitive credentials.

  • Secure data hosting with top-tier service providers.

  • Regular data backups to ensure continuity of service.

While we take all reasonable precautions, no system is entirely immune to risks. By using our website, you acknowledge and accept these inherent limitations.

5. Links to Other Websites

Our website may contain links to external websites.
Please note that once you leave our site, we do not have control over third-party websites and are not responsible for their privacy practices or content.
We encourage you to review the privacy policy of any such website you visit.

6. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance your browsing experience, analyze web traffic, and personalize content.
You can choose to accept or decline cookies through your browser settings. However, disabling cookies may limit your ability to use certain features of our site.

7. Your Rights

You have the right to:

  • Access and review the personal information we hold about you.

  • Request correction of any inaccurate or incomplete data.

  • Withdraw consent for data usage (subject to regulatory requirements).

  • Opt out of marketing communications.

Requests can be made by contacting us at wealthymillennials1@gmail.com

8. Policy Updates

Wealthy Millennials may update this Privacy Policy periodically.
All revisions will be posted on this page with the updated effective date.
We encourage you to review this page regularly to stay informed about how we protect your information.

9. Contact Us

For any questions, concerns, or requests related to this Privacy Policy, please contact:

Wealthy Millennials
GF 7 & 7B, No 13, Sampurna Chambers, Vasavi Temple Road, V V puram, Bangalore - 560004
Email: wealthymillennials1@gmail.com
ARN: 311804 (AMFI-Registered Mutual Fund Distributor)

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