Privacy Policy

Last updated: January 25, 2026

1. Information We Collect

We collect information that you provide directly to us, including:

  • Personal information (name, email, phone number, address)
  • Financial information (PAN, bank details, investment preferences)
  • Government IDs (Aadhaar, Passport for KYC compliance)
  • Communication preferences

2. How We Use Your Information

Your information is used for:

  • Providing financial advisory and investment services
  • Complying with KYC and SEBI regulations
  • Processing transactions and maintaining account records
  • Sending important updates about your investments
  • Improving our services and customer experience

3. Information Sharing

We share your information only with:

  • Asset Management Companies (AMCs) for investment processing
  • Registrar and Transfer Agents (RTAs)
  • Regulatory authorities as required by law
  • Service providers under strict confidentiality agreements

We never sell or rent your personal information to third parties for marketing purposes.

4. Data Security

We implement industry-standard security measures including:

  • SSL/TLS encryption for data transmission
  • Secure servers with restricted access
  • Regular security audits and updates
  • Employee training on data protection

5. Your Rights

You have the right to:

  • Access your personal information
  • Request correction of inaccurate data
  • Withdraw consent (subject to regulatory requirements)
  • Request deletion of data (where legally permissible)

6. Cookie Policy

We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. You can control cookies through your browser settings.

7. Changes to This Policy

We may update this privacy policy periodically. Changes will be posted on this page with an updated revision date.

8. Contact Us

For privacy-related queries, contact us at:

  • Email: info@wealthcube.in
  • Phone: 022-25082544
  • Address: 409, Kailash Plaza, Vallabh Baug Lane, Above ICICI Bank, Ghatkopar (East), Mumbai – 400075

9. Grievance Officer

For complaints or concerns:
Grievance Officer: Vishal Lalan
Mobile: 9820099936
Email: vishal@wealthcube.in