We are committed to protecting the privacy and security of your personal information. Your privacy is important to us and maintaining your trust is paramount to us.
This privacy policy (“Policy”) explains how we Collect, Use, Process, and Disclose information provided by you or collected by us on our mobile application Wealthbrain and/or our website ‘https://www.wealthbrain.com/ (collectively referred to as Wealthbrain Platform or Platform) for the purpose of delivery of various services, products and content (collectively referred to as the “Services”) via any mobile or internet-connected device or otherwise.
Wealth Tech Pro DMCC, (hereafter referred to as “Wealthbrain” or “WEALTHBRAIN”, which provides comprehensive personal finance & wealth management products and services (hereinafter collectively referred to as the “Company”) offer their respective Services on the Wealthbrain Platform and respective entities develop, operate & manage its respective sections including collection and usage of the Information.
This Policy form’s part and parcel of the Terms of Use and other terms on the Wealthbrain Platform. The Privacy Policy should always be read in conjunction with the Terms of Use and specific products/services related terms and conditions, disclaimers, and undertakings.
The term “User” for the purposes of this Privacy Policy shall mean You, in the capacity of an individual, a guest user, browser, and or representative of an entity, who visits, accesses, uses, downloads deal with, avails Products & Services and/ or transacts through Wealthbrain Platform. For the purpose of this Policy, wherever the context so requires “You” or “Your” shall mean User, and the term “We”, “Us”, and “Our” shall mean Company.
This Privacy Policy is applicable to You as a User of the WEALTHBRAIN Services on the Platform. For the sake of clarity, the term “Company” shall be construed to mean either WEALTHBRAIN, as the context may so require i.e. based on the purpose for which the information is given (i.e. which product/services you intend to avail).
Based on the Products/Services You avail or intend to avail, it will be construed that the respective Company (which is offering such Products/Services) is collecting the data from You. Any Information, that You submit while availing of WEALTHBRAIN’s Products and Services, you hereby agree and acknowledge that You submit Your Information to Wealthbrain.
You must not misrepresent Your identity. The right to use the Wealthbrain Platform is personal to the User and is not transferable to any other person or entity.
As we update, improve, and expand the services, this policy may change. Hence, we urge you to refer to it periodically. By continuing to access the products/services and using the Sites, it is deemed that You understand and agree to this Privacy Policy and consent to the collection, storage, and use of the personal information provided by You (including any changes thereto) for any of the Services that the Company provides.
The information about the User as collected by the Company is:
The Company respects the privacy of the Users, understands the sensitivity of the information, and is committed to protecting it in all respects.
When you start using the Wealthbrain Platform, the Company asks you to provide information about yourself on a voluntary basis. You are asked to provide such information at various points across the platform. Some of the scenarios where you provide us your information includes, but are not limited to
While registering or setting up an account on the Wealthbrain Platform
While filling up forms to apply for certain services provided by the Company
While providing feedback & opinion about the product and services that are currently available or may be provided in the future.
In some instances, you might voluntarily provide us with information. Any information disclosed by You shall be disclosed willingly on a voluntary basis and without any coercion.
Any information provided by a User shall be used for creating and updating your Account and processing your transaction(s) or for any other purposes for which you have granted access to such information to us.
We may also use the information collected to perform internal operations necessary to provide our services, improve & customize the user experience, troubleshoot software bugs and operational problems, conduct data analysis, testing, and research, and monitor and analyze usage and activity trends. Information collected may also be used to share communications to you about our products & services, provide additional features through cookies and detect and or prevent any fraudulent/criminal/prohibited activity as per applicable laws.
We respect the privacy of our users and are committed to safeguarding the same. Our hosting services and servers maintain its systems in accordance with industry standards and best practices to reasonably secure the information of its customers against unauthorized access, modification, disclosure, or destruction of data. We blend security at multiple steps within our products with state-of-the-art technology to ensure our systems maintain strong security measures. We conduct periodical internal and external reviews of Our data collection, storage, and processing practices and security measures, including appropriate encryption and physical security measures to guard against unauthorized access to systems where We store personal data. All information gathered by the Company is securely stored within the Company controlled database. The database is stored on servers secured behind a firewall; access to the servers is password-protected and is strictly limited. If you come across any security breaches on our platform, we request you to kindly report the breaches to us at corporate@wealthtechpro.com. We shall endeavor to investigate and fix the issues in a timely manner.
We never sell your Personal Information to anyone. We only transfer the data to others only on Need To Know Basis, to provide or improve user-facing features that are prominent in the requesting application’s user interface. We may also transfer data as necessary to comply with applicable law or as part of a merger, acquisition, or sale of assets with notice to users. All other transfers or sales of the user data are prohibited.
We don’t use or transfer the data for serving ads, personalized, or interest-based advertising; and
You may review, update, and correct your personal information through the Profile section on the Wealthbrain application. In the event that your information is not accessible online and you wish to change your personal information or other information that you may have provided, please write to us at corporate@wealthtechpro.com.
Your right to review, update, correct, etc. Your information is subject to our records retention policies and applicable law, including any statutory retention requirements.
We shall retain the records till we have agreements/arrangements with the clients. Once the agreement is completed, we would dispose of the data.
We may update and/ or modify this Policy from time to time to incorporate necessary changes in technology, applicable law, or any other reasons. In any case, we reserve the right to change the terms of this Policy or the Terms of Use. Any changes we make shall be in immediate effect upon posting the new policy on our Wealthbrain Platform. While we will make reasonable efforts to keep you posted on any updates to this privacy policy, to make sure that you are aware of any changes, we advise you to review this policy periodically for the latest version, continued use of the Sites or Services, after such notice, will be deemed acceptance of such changes.
Any grievances or discrepancies or concerns with regards to the use of the website, disclosure of Information provided by you, or if you find any breach of information you should immediately inform to the designated Grievance Officers through email to:
Mr. Sunny Teckchandani (Compliance Officer)
https://www.wealthbrain.com/
Should you have any feedback, comments, request for technical support, or other inquiries, please contact Wealthbrain at Corporate@wealthbrain.com
Submit your details
Get to know more about us.
Get Our Brochure Into Your Inbox
Get to know more about us.
Book A Free Demo
Learn How We Make Portfolio Management Easier For You.
Subscribe
Get Latest Insights Of The Wealthtech Industry
[su_youtube url=”https://www.youtube.com/watch?v=nLQDlA56qwA” mute=”yes”]