Privacy Policy
At Sankalp Wealth Advisers, we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit https://sankalpwealthadvisers.com/ or use our financial advisory services.
Whether you are looking for mutual fund investment, SIP planning, retirement planning, insurance solutions, or wealth management, we ensure that your personal information is handled responsibly and in accordance with applicable laws.
Information We Collect
We may collect the following information when you visit our website or contact us:
- Full Name
- Mobile Number
- Email Address
- City or Location
- Investment preferences and financial goals (only if voluntarily provided)
- Information submitted through contact forms
- IP address, browser type, operating system, and website usage data collected through cookies or analytics tools
How We Use Your Information
Your information may be used to:
- Respond to your enquiries.
- Provide financial consultation and investment guidance.
- Recommend suitable financial products and services.
- Schedule appointments and follow-ups.
- Improve our website performance and user experience.
- Send important updates related to our services (with your consent where required).
- Comply with legal and regulatory obligations.
Cookies and Analytics
Our website may use cookies and analytics tools to understand visitor behaviour, improve website functionality, and enhance user experience. You can disable cookies through your browser settings at any time.
Information Sharing
We respect your privacy. We do not sell, rent, or trade your personal information. Your information may only be shared:
- With trusted service providers assisting in our operations.
- When required by law or government authorities.
- With your consent.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your personal information. While we take appropriate security measures, no method of electronic transmission is completely secure.
Third-Party Websites
Our website may contain links to third-party websites for your convenience. We are not responsible for the privacy policies or practices of those external websites.
Data Retention
Your personal information is retained only for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.
Your Rights
You may request to:
- Access your personal information.
- Correct inaccurate information.
- Request deletion of your information where legally permitted.
- Withdraw consent for marketing communications.
To make any request regarding your personal data, please contact us using the details below.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be published on this page along with the revised effective date.
Contact Us
We are committed to maintaining your trust by protecting your privacy and ensuring transparency in how your information is collected and used.