0
Investment advisory
We personalise investment strategies as fiduciaries, prioritising your interests and employing a future-thinking approach.
Succession
Transparent succession services safeguard your family's legacy, preserving the values and principles that matter most to you.
Governance
We build customised governance structures to protect your family's financial legacy with a focus on long-term visions.
Philanthropy
We offer expert guidance in turning your charitable aspirations into reality, crafting comprehensive plans and overseeing foundations.
Privacy policy
Welcome to WealthDNA, a service provided by WealthDNA ('WealthDNA,' 'we,' 'us,' or 'our'). Protecting your privacy is a priority for us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information. By using our website or services, you agree to the terms outlined in this policy.
1. Collection of Information
We collect information to enhance our services and better serve you. The types of information we may collect include
Personal Identification Information:Name, postal address, email address, etc.
Financial Information: Details related to your financial affairs, business, employment, income, or assets.
Transaction Information: Information about your transactions with WealthDNA or others.
Application Information: Information submitted in applications, forms, and questionnaires.
2. Use of Information
We use the collected information for purposes including, but not limited to,
- Facilitating our relationship with you.
- Processing applications for products and services.
- Product marketing relevant to your financial goals.
- Compliance with legal requirements.
3. Disclosure of Information
While we prioritise the confidentiality of your information, we may disclose it
- As required by law, government authority, court order, or decree.
- To prevent or investigate fraud or unauthorised transactions.
- To market intermediaries, agents, or product developers regarding your investments.
4. Confidentiality and Security
We are committed to safeguarding your information. Our employees are trained to respect confidentiality, and we maintain physical, procedural, and electronic safeguards to protect your data from unauthorised access. Violations of these policies are subject to disciplinary action.
5. Information Security Commitment
Your personal information is kept secure, and we adhere to relevant security principles outlined in applicable privacy laws. We operate under the privacy laws of India, and only authorised employees, agents, and advisors with confidentiality agreements will have access to your information.
6. Privacy Policy Delivery
We will provide you with an initial privacy policy notice when you establish a relationship with WealthDNA. Periodically, we may update this policy, and the revised version will be published on our website. We encourage you to review the policy regularly to stay informed about how your information is used.
13. Contact Us
If you have any questions or concerns regarding our Privacy Policy, please contact us at WealthDNA,
#175, 2nd floor, Amarjyoti HBCS layout, Domlur, Bangalore - 560071
wealthdnafinvest@gmail.com080 4976 3036