What we collect
We may collect the following information:
What we do with the information we gather
Name and contact details
Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
Demographic information such as gender and income
Other information that can help us improve our services
To conduct Know-Your-Customer registration as required by SEBI and/or other regulatory bodies
To perform compliance checks and keep/maintain internal records
To use the information to improve our products and services
To periodically send emails to your registered email address about your investments, or other information
which we think you may find interesting.
You will be free to unsubscribe from our mailing list at any time if you do not wish to receive such emails
from us. From time-to-time, we may also use your information to contact you via phone or email for
market research purposes.
We will not sell, distribute or lease your personal information to third parties unless we are required to
share such information under the terms and conditions of the products and services you avail, or we are
required to do so by law.
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
Links to other websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over such third-party websites. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites. You should exercise caution and look at the privacy statement applicable to the website in question.
Controlling your personal information
If you believe that any of your information with us is incorrect or incomplete, please email us as soon as possible at firstname.lastname@example.org. We will promptly correct any information found to be incorrect.
Wealthstreet Financial Services Private Limited is an online financial services company. We fully recognise and understand the security implications of being a service provider with whom people trust their money. There are many safeguards we adopt in this regard – some of these are technical, and some are structural.
When it comes to data security, our goal is to ensure that:
Your data is stored safely and securely – passwords are one-way encrypted before being stored in the database
for high security.
All communication with you, or with mutual fund companies and other service providers – are encrypted using the
Your data is not shared with anyone, unless you have explicitly requested us to do so to fulfil a transaction request.
To ensure that we achieve these goals, we have a variety of certifications/trust verifications in place for our firm,
both from technical and legal/operational perspectives. All our communications are encrypted by 256-bit
encryption, and our data is hosted with top-tier hosting service providers. Also, our data is continuously backed up
to ensure continuity of operations.