Privacy Policy Last Updated: 1st July 2025

At Wealth With Prateek, we are committed to maintaining the highest standards of integrity and transparency and that begins with how we collect, use, and protect your personal information.

This Privacy Policy outlines the types of data we collect, how it is used, how we protect it, and your rights regarding that data.

1. Information We Collect

We collect only the information that is necessary to serve you better and enhance your experience.

a) Personal Information

This includes: Full name, email address, phone number, city, or other identifying details you provide via forms, consultations, or service inquiries. Information you voluntarily share during 1:1 calls or consultations to help us offer personalized financial insights.

b) Usage & Technical Data

This includes: IP address, browser type, device information, time zone settings, and interaction behavior on the website. Pages visited, time spent on pages, links clicked (captured via tools like Google Analytics).

c) Financial Preferences (if provided)

Risk appetite, investment goals, or any financial data you may choose to share for advisory purposes.

Please Note: We never collect banking passwords or confidential documents without explicit consent.

2. How We Use Your Information

We use your data strictly for the following purposes:

• To deliver personalized insights on company analysis, insurance, and mutual funds.

• To respond to inquiries, schedule consultations, or share customized resources. To send occasional emails with educational content, updates, or newsletters (only with your permission).

• To analyze website traffic and optimize our content and user experience.

• To fulfill any legal, regulatory, or contractual obligations.

We do not use your data for automated decision-making or profiling.

3. Your Rights & Choices

We respect your right to control your personal data. At any time, you may:

• Request access to the information we hold about you.

• Correct or update inaccurate data.

• Ask us to delete your information permanently.

• Withdraw consent for communication at any time.

All such requests will be processed within 7 business days of receiving the request.

4. Data Sharing & Disclosure

We do not sell or rent your personal information to any third party.

Your information may be shared only:

With third-party service providers (e.g., website hosting, CRM, analytics) who assist us in delivering services.

All partners follow strict confidentiality obligations.

If legally required, to comply with a subpoena, court order, or other legal process.

5. Cookies & Tracking

We use cookies and tracking technologies to improve your website experience.

Cookies help us:

• Understand user behavior and traffic trends.

• Offer a smoother and faster browsing experience.

• Improve page performance and relevance.

You may disable cookies at any time through your browser settings.

6. Data Security

We implement robust security measures to protect your information:

• Secure socket layer (SSL) encryption.

• Limited access to personal data.

• Secure storage systems and firewalls.

However, no system is entirely immune from risk. We advise you to refrain from sharing sensitive financial documents via unsecured channels (e.g., Social Media DMs, unsecured third party applications etc.).

7. Third-Party Links

Our website may contain links to third-party websites (e.g., tools or articles). We are not responsible for the privacy practices or content of those websites. Please review their policies before sharing personal data.

8. Children’s Privacy

We do not knowingly collect data from individuals under the age of 18. If such data is discovered, it will be deleted immediately upon identification.

9. Changes to This Policy

We may update this Privacy Policy occasionally to reflect changes in technology, law, or business practices. Any updates will be posted on this page with the new effective date. We encourage you to review the policy periodically.

10. Contact Us

If you have any questions, concerns, or requests related to your data or this policy, please feel free to contact us at:

Email: info@wealthwithprateek.com