This privacy policy sets out how Wealthstreet Financial Services Private Limited uses and protects any information that you share when you use this website. Investwell is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement. Wealthstreet Financial Services Private Limited may change this policy from time to time by updating this page. This policy is effective from June 1, 2018. Wealthstreet Financial Services Private Limited understands that our relationship is strongly built on trust and faith. In Course of using information on this website or availing the services, Wealthstreet Financial Services Private Limited may become privy to the personal information of its customer including information that is of confidential nature. Wealthstreet Financial Services Private Limited is strictly committed to protecting the privacy of its Customer and has taken reasonable measures to protect the confidentiality of the customer information and its transmission through World Wide Web. However it shall not be liable in any manner for disclosure of the confidential information in accordance with this Privacy Commitment or in terms of the agreement if any with the Customer or by reasons beyond its control. We may however be required to disclose your personal information to Government, Judicial bodies, and our Regulators or to any person to whom the Firm is under an obligation to make disclosure under the requirements of any law binding on the Firm or any of its branches, if required. Hyperlink Policy for user Any hyperlink to other Internet sites is at customer’s own risk. The contents of which and the accuracy of opinions expressed are not verified, monitored or endorsed by Wealthstreet Financial Services Private Limited, in any way or manner. Wealthstreet Financial Services Private Limited is not responsible for the setup of any hyperlink from a third party website to Wealthstreet Financial Services Private Limited.
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.
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.
If you believe that any of your information with us is incorrect or incomplete, please email us as soon as possible at welcome@wealthstreet.in. 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.
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 highest standards.
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.
Your email address is used to send you updates regarding the Services. You can select what communication you'd like to receive from us by modifying your account settings after you login to your Wealthstreet Financial Services Private Limited account.
Your password is encrypted before being stored in our database and no one other than you knows or has access to it. Under no circumstance do we know or share your password with anyone.
In order to start investing through Wealthstreet Financial Services Private Limited, we will need to verify your identity and complete all the required compliance of the regulators . To do so, we may, directly or through third parties, use the identification information you provide to verify it against databases maintained by a KYC (Know Your Client) Registration Agency, registered under the Securities and Exchange Board of India {KYC (Know Your Client) Registration Agency} Regulations, 2011, and the Unique Identification Authority of India.
We may also use your information to verify your identity in the event you contact us for assistance with the site or services.
We use cloud-based software tools to perform certain business-related functions. Examples of such functions include, maintaining databases and servers, processing text messages, phone calls, chats and emails, and marketing and sales analytics. Please note that these providers are bound by the same standards of data security practices and procedures as we are under law and contract.
Simply put, under no circumstance will we sell or rent your personal information to anyone, for any reason, at any time.
Just like any other financial services company, we use authorized third party service providers who are bound by the same standards of data security practices and procedures as we are under law and contract. They are subject to the same penalties as we are for the unauthorised disclosure of your personal information.
We update this Privacy Policy periodically. We will notify you of any changes to this Privacy Policy. The date of last revision appears at the top and all changes take effect immediately upon posting.
If you do not agree with the terms of this Privacy Policy or any changes made to this Policy, please cease using all Services immediately and write to us at the address mentioned under our contact section.
079-66775500
welcome@wealthstreet.in
A-1101, Mondeal Heights,
S.G. Highway, Ahmedabad - 380015
To ensure that you always get the best & smooth digital experience, we have arranged for maintenance activities to take place starting from 6:00 PM on Saturday, 22-Apr-2023, until 6:00 PM on Sunday, 23-Apr-2023. During this period, our platforms and services will be temporarily unavailable. However, beginning at 6:00 PM on Sunday, 23-Apr-2023, you will be able to access all of our platforms and services as usual.
We are sorry for any inconvenience this may cause you.
