At WealthBeats Finserv, (www.wealthbeats.com) we are committed to maintaining the trust and confidence of our clients, website visitors, and partners. This privacy policy outlines how we collect, use, disclose, and protect your personal information when you engage with us for wealth management and financial planning services. Our approach is centered on transparency and responsible data handling, ensuring your privacy and data security are respected at every stage of your interaction with us.

1. Information We Collect

To offer you personalized wealth management and financial planning solutions, we collect the following types of information:

• Personal Information: Name, date of birth, PAN, Aadhaar number, and other identification details.
• Contact Information: Address, phone number, email, and other ways to contact you.
• Financial Information: Bank account details, investment portfolio, transaction history, financial goals, income details, and other necessary financial data.
• Behavioral Information: Website usage data, interactions with emails, cookies, and other technical information collected through web analytics.

2. How We Use Your Information

WealthBeats Finserv uses your information to offer customized financial solutions and ensure seamless service delivery. Specifically, we use your data for:

• Creating and managing your wealth management plans.
• Tailoring financial strategies based on your risk profile and financial objectives.
• Conducting thorough portfolio analysis and investment performance tracking.
• Communicating essential updates, reports, and other related information.
• Internal business analysis to improve our service offerings.

3. Sharing Your Information

We do not sell, rent, or trade your personal data with third parties. However, under certain circumstances, we may share your information:

• With Authorized Service Providers: To fulfill service requests (e.g., portfolio management platforms, tax advisors).
• Legal Compliance: To comply with regulatory authorities, court orders, or legal processes.

4. Data Security

The security of your personal information is paramount to us. We implement robust security protocols including:

• Encryption: Your sensitive data is encrypted both in transit and at rest using the latest encryption technologies.
• Access Control: Only authorized personnel within WealthBeats Finserv have access to your data, and their access is regularly reviewed and updated.

5. Your Rights

You have the following rights regarding your personal data:

• Access: You can request a copy of your personal information held by us.
• Correction: You have the right to correct inaccurate or outdated information.
• Deletion: Under certain conditions, you can request the deletion of your personal data from our records.
• Opt-Out: You can opt out of marketing communications and newsletters at any time.

To exercise these rights, contact us at [Insert Contact Information].

6. Cookies and Tracking Technologies

Our website uses cookies to provide a better browsing experience and analyze website traffic. Cookies help us understand how visitors use our site, allowing us to enhance performance and improve usability. You can manage or disable cookies through your browser settings, but this may affect certain functionalities of our website.

7. Third-Party Links

Our website may contain links to third-party websites. WealthBeats Finserv is not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites before providing any personal information.

8. Changes to This Privacy Policy

WealthBeats Finserv reserves the right to update this privacy policy at any time. We will notify you of any significant changes through appropriate channels. The latest version will always be available on our website, with the “Last Updated” date indicated at the top.

9. Contact Us

If you have any questions or concerns regarding this privacy policy or how your personal information is handled, feel free to contact us at:

WealthBeats Finserv
Email: [email protected]
Phone: +91-9625565403
Address: 7th Floor,Plot A/8A, Knowledge Boulevard ,Block A, Industrial Area, Sector-62 ,Noida,Uttar Pradesh-201309