Privacy Policy

InvestAscent Wealth Advisory Pvt. Ltd. is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or engage with us in other ways. Please read this policy carefully to understand our practices regarding your personal data and how we will treat it.

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By accepting the InvestAscent privacy policy and/or using the services, you consent to the collection, use, sharing and processing of personal information as described herein. If You provide us with personal information about someone else, you confirm that they are aware that You have provided their information and that they consent to our use of their information according to our privacy policy. You may opt-out at any time to prevent further use of the information shared via the services.

 

1. Information We Collect

We may collect the following types of information when you interact with us:

• Personal Information: Name, email address, phone number, postal address, date of birth, and other contact details.

• Financial Information: Investment goals, preferences, and other financial details relevant to our advisory services.

• Transaction Information: Details about transactions you conduct through our advisory services.

• Usage Data: Information about how you use our website, products, and services, including IP address, browser type, device identifiers, pages visited, and referring URLs.

• Cookies and Similar Technologies: We may use cookies and similar tracking technologies to enhance your experience, analyse trends, administer the website, track users' movements around the website, and gather demographic information about our user base.

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2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide and maintain our wealth advisory services and customer support.

• To personalize your experience and improve our website, products, and services.

• To process your transactions and manage your advisory account.

• To communicate with you, including responding to your inquiries, providing updates, and sending important notices.

• To comply with legal obligations and enforce our policies.

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3. Sharing Your Information

We may share your information in the following circumstances:

• Service Providers: We may share your information with third-party service providers who assist us in providing our wealth advisory services, processing transactions, conducting business analytics, or delivering marketing communications.

• Business Transfers: If we are involved in a merger, acquisition, financing, or sale of assets, your information may be transferred as part of that transaction.

• Legal Compliance: We may disclose your information to comply with applicable laws, regulations, legal processes, or government requests.

• With Your Consent: We may share your information with your consent or at your direction.

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4. Data Security

We take reasonable measures to protect your personal information from unauthorized access, use, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, so we cannot guarantee absolute security.

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5. Your Choices

You have choices regarding the collection, use, and sharing of your information:

• Marketing Communications: You can opt out of receiving promotional emails or messages by following the instructions provided in those communications or contacting us directly.

• Cookies: Most web browsers automatically accept cookies, but you can usually modify your browser settings to decline cookies if you prefer. However, this may prevent you from taking full advantage of our website and services.

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6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new effective date.

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7. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

InvestAscent Wealth Advisory Pvt. Ltd.

Address: 1010, 4th Floor, 26th Main Rd, Above Union Bank of India, Putlanpalya, 

4th T Block East, Jayanagar 9th Block, Jayanagar, Bengaluru, Karnataka 560041

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Phone:   080 4345 6565

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Email: info@investascent.com

 

This privacy policy document is designed to inform users about how InvestAscent Wealth Advisory Pvt. Ltd. handles personal information, ensuring transparency and compliance with privacy regulations. Adjustments can be made based on specific legal requirements and business practices of the company.