Disclaimers & Privacy Policy
By using the website www.wealthvaidya.com and signing up for our services, or
providing us your personal information for any other purpose, you agree to this
Privacy Policy and have read our disclaimers properly.
Our key objective is to provide personalized and customized investment solution to
the clients under the given frame work and compliance laid down by SEBI and AMFI.
We are a registered distributor for mutual fund and have qualified members in the
organization to create and counsel on financial calculation of individuals.
This is to confirm that all the data provided in the website are extracted from some
third party source or have been bought for the purpose of representations. Any error
or mistakes there in should be reported to us immediately. We are not responsible for
any loss due to the mistakes, error here on the website.
Using www.wealthvaidya.com as a Visitor.
If you are a first-time visitor to www.wealthvaidya.com:
- We don't know who you are.
- We collect technical data about your interaction with the Services. This
is data we get from your use of our services. We collect data about
your interaction with our website, such as pages visited and average
time spent on the website, your internet protocol address, the unique
identifier of your device and device information such as operating
system, operating system version, browser plugins, crashes, system
activity, hardware settings, date and time of your request and referral
URL, and cookies that may uniquely identify your browser and mobile
application.
- We use this data to analyse how you use our website and improve the
services provided through the website.
Using www.wealthvaidya.com as a Registered User.
If you have provided us your email address:
- You are a registered user of www.wealthvaidya.com.
- You may be asked to give us additional information such as your name or
mobile number in order to use certain features of the Services.
- We collect technical data about your interaction with the Services.
- We use all the collected data to
- Respond to your queries about the Services.
- Deliver to you any notices, alerts, or communications relevant to your
use of the Services.
- Offer you other products or services that we believe may be of interest
to you. You have the option to opt-out of receiving such
communication.
Using www.wealthvaidya.com as an Investor.
If you wish to start investing in mutual funds through www.wealthvaidya.com:
1. You will be asked for basic registration information, such as an email
address and password.
2. You will be asked to provide personal details including your name, address,
age, marital status, sex, and income.
3. You will be asked for financial information like your bank account and other
payment instrument details.
4. We use this information to: Put you across the BSE Star MF and/or any
other transaction platform for seamless transactions using such
communication.
How We Use Your Data.
Your password is encrypted before being stored in our database and no one other
than you know or has access to it. Under no circumstance do we know or share your
password with anyone.
In order to start investing through www.wealthvaidya.com, we will need to verify your
identity and complete all the required compliance of the regulators . To do so, we
may, directly or through third parties, use the identification information you provide to
verify it against databases maintained by a KYC (Know Your Client) Registration
Agency, registered under the Securities and Exchange Board of India {KYC (Know
Your Client) Registration Agency} Regulations, 2011, and the Unique Identification
Authority of India.
We may also use your information to verify your identity in the event you contact us
for assistance with the site or services.
We use cloud-based software tools to perform certain business-related functions.
Examples of such functions include, maintaining databases and servers, processing
text messages, phone calls, chats and emails, and marketing and sales analytics.
Please note that these providers are bound by the same standards of data security
practices and procedures as we are under law and contract.
Simply put, under no circumstance will we sell or rent your personal information to
anyone, for any reason, at any time.
Just like any other financial services company, we use authorized third party service
providers who are bound by the same standards of data security practices and
procedures as we are under law and contract. They are subject to the same
penalties as we are for the unauthorised disclosure of your personal information.
