Privacy Policy for BeingWealthWise

Last Updated: 17-Dec-24

1. Introduction
BeingWealthWise ("we," "us," or "our") is committed to protecting your privacy and personal information. This privacy policy explains how we collect, use, and safeguard your information when you engage with our financial advisory services

2. Information We Collect
We collect the following types of information:
- Personal identification information (name, email address, phone number)
- Financial information (income details, investment goals, risk appetite)
- Professional information (occupation, employer details)
- Any other information you voluntarily provide to us for financial planning purposes

3. How We Use Your Information
We use your information to:
- Provide personalized financial advisory services
- Create and manage your financial plans
- Communicate about your portfolio and financial goals
- Send relevant updates and educational content
- Comply with regulatory requirements
- Improve our services [

4. Information Security
We implement strict security measures to protect your personal and financial information from unauthorized access, alteration, disclosure, or destruction. Our security practices include:
- Encryption of sensitive data
- Secure storage systems
- Regular security assessments
- Limited access to authorized personnel only

5. Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share your information only:
- With your explicit consent
- To comply with legal obligations
- With service providers who assist in our operations (under strict confidentiality agreements)

6. Your Rights
You have the right to:
- Access your personal information
- Request corrections to your information
- Opt-out of marketing communications
- Request deletion of your information (subject to regulatory requirements)

7. Changes to Privacy Policy
We may update this privacy policy periodically. Any changes will be posted on our website with an updated revision date 

8. Contact Us
For any questions about this privacy policy or our privacy practices, please contact us at:
+917757066022