Privacy Policy

Information Collection & Usage

We collect personal information like name, phone number, and email address when you contact us or register.
Financial details, such as your investment interests and risk profile, may be collected to deliver relevant services.
We automatically collect technical data like IP address, device type, and browser information.
Cookies and similar tracking tools are used to monitor website usage and improve functionality.
Interaction history with our website or advisory services may be recorded for better user experience.
We may collect location-based data for regional service offerings and compliance.
Information provided in contact forms, inquiries, or support requests is stored for service follow-up.
We gather feedback and participation data from surveys, webinars, or education programs.
Call logs or chat transcripts may be saved for internal training and quality monitoring.
Information may also be collected from third-party sources when legally allowed or consented.

Data Protection & User Rights

We implement industry-standard security measures to protect your personal and financial information.
Your data is stored securely and accessed only by authorized personnel for legitimate business purposes.
We do not sell, trade, or rent your personal data to any third-party marketing agencies.
Data may be shared with trusted vendors or partners who assist us in operating the website or services.
You have the right to access the personal information we hold about you at any time.
You may request corrections or updates to your data to keep it accurate and current.
You can request deletion of your personal information, subject to legal and regulatory exceptions.
We retain data only for as long as necessary to fulfill our services or comply with legal requirements.
Any policy changes will be notified through updates on this page with an effective date.
By using our services, you agree to the terms of this privacy policy and consent to data processing.

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