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PRIVACY POLICY

Effective date: 21 April 2018

My Wealth Guide ( MWG, Website www.mywealthguide.com) intends to help you in discovering and analyzing the world of financial products towards meeting your financial goals. In this endeavor, we do our best to provide you with accurate, timely and insightful information. At the same time we are totally committed to your right of privacy and protect your personal information with us.

Our Privacy statement details out the various information that we collect from you and how we protect and use it. We encourage you to go through our privacy statement.

What personal information is collected and why?

It is our belief that no two individuals have the same Personal context, Risk appetite and Financial goals. MWG collects personal information from you to understand your financial goals, provide customized insight & features that can benefit you directly and to service your financial needs better.

We collect your personally identifiable data only when you specifically and knowingly provide it. We can collect personal information like your Name, Email address, Phone numbers, Physical address, Birth Date, PAN Details, Aadhar Number, Marital Status, Spouse working status, Dependents status, Income, Gender, Bank Details etc for the registration process and enabling you to get personalized/customized insights on various financial products and your financial goals. We would also use the Email/Physical Address and Contact details to provide you insights and information on financial products and goals relevant to you. Additionally, the relevant details would be used to ensure that the Know Your Customer (KYC) norms specified by regulatory bodies are met for customers who wish to buy financial products like Mutual Funds, ETFs, Corporate Bonds and Deposits, Tax free Bonds and other financial products.

MWG would use google analytics which uses first-party cookies to collect user interactions with our web based services. Cookies are pieces of information stored on computer/mobile device. The cookies store non personally identifiable information which helps us in understanding what sort of information and content interests you the most. Please note that if there are any advertisements on our site for other companies, they may use their own cookies when you access their sites. We do not have control or access to that information being collected. Please note that none of the information would be shared with google analytics.

We also may use the unique identifier of your mobile or computer device to track any suspicious activity.

Your Information with us is secure

We take utmost care and precaution to ensure that your personal data is secure with us. Your password is not to be shared with anyone and must be kept safe by you at all times.

 

We also ensure that that your password is kept in encrypted and in a secure environment with us.

 

Your personal information belongs to you and you can change the information stored with us or ask for the same from us. You can visit the personal information section on our site to do the same.

We are fully compliant with the Information Technology Act, 2000 of India and adhere to all its provisions and regulations.

 

Changes to Privacy Policy

If there are any changes to the privacy policy then the same would be updated on this page on our website. We encourage you to check our privacy policy from time to time. Incase there are any major changes to our Privacy Policy then the same would be updated to you through email explicitly by us.

Corporate Address:
405 Readymoney Terraces,

Dr A B Road, Worli Naka, Mumbai -18

+91 7304278745

info@mywealthguide.com

SEBI Registration Details - Reg No: INH000008677 |

Registered Analyst |

Name: Salonee Sanghvi (Proprietor: My Wealth Guide) | Validity: Aug 30, 2021 - Aug 29, 2026

Principal Officer - Salonee Sanghvi

+91 7304278745 | info@mywealthguide.com

Status of Complaints
Beginning of the month: Nil
Received this month: Nil
Resolved during the month: Nil
Pending at the end of the month: Nil
Reason for pendency: N.A.

SCORES: scores.sebi.gov.in

ODR PORTAL: https://smartodr.in

Securities & Exchange Board of India

G Block, Near Bank of India, Plot No. C 4-A,

G Block Rd, Bandra Kurla Complex, Bandra East,

Mumbai, Maharashtra 400051

This website is for educational purposes only and should not be construed as financial advice. Please contact a financial advisor .

Registration granted by SEBI and certification from NISM do not guarantee performance of the intermediary or provide any assurance of returns to investors.

Investments in securities markets are subject to market risks. Read all related documents carefully before investing.

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