Privacy Policy

Get In Touch

WEALTH MANAGERS (I) PVT. LTD. protects the confidentiality and security of client information and:

Will not sell or rent clients’ personal information; Its employees will not discuss the business affairs of any user with any other employee, except on a strict need-to-know basis.

Will not release user information, except upon a user’s authorization or when permitted or required by law as mentioned below.

Under certain circumstances, it may become necessary for WEALTH MANAGERS (I) PVT. LTD. to disclose a user’s personal information to adhere to the bona fide requests of the Government, a court, a tribunal, an authority or any regulatory body/agency and/or as required by any law. In all such cases, WEALTH MANAGERS (I) PVT. LTD., shall be bound by, and shall at all times have the legal right to disclose any or all of, the personal information given by the user to it and WEALTH MANAGERS (I) PVT. LTD. shall not be held responsible or liable for any eventuality, loss and or damage that may arise from its actions to the user.

Further, some of the user information is maintained in WEALTH MANAGERS (I) PVT. LTD.’s marketing database. WEALTH MANAGERS (I) PVT. LTD. may contact a user either by post, or by telephone or e-mail, primarily as a follow-up to the user’s request/enquiry or to answer any question. Wealth Managers (I) Pvt. Ltd. may also contact a user from time to time in respect of other products and services that may be of interest to the user. If a user does not wish to receive information about these products or services, the user may simply contact WEALTH MANAGERS (I) PVT. LTD. by phone, e-mail or post.

For Customer:

I confirm that I have read the Essential Legal Information and the Privacy Policy and agree to abide by it.

If you do not agree to any of the terms mentioned in this agreement, you should exit the site.

Any queries related to investment and financial planning?

Transact Online for Mutual Funds