Privacy Policy
Your privacy and data security are our top priorities
Last updated: January 2025
Personal Information
- Name, address, phone number, and email address
- Date of birth and government-issued identification
- PAN card, Aadhaar details for KYC compliance
- Bank account details and financial information
- Investment preferences and risk profile
Usage Information
- Website usage data and analytics
- Device information and IP addresses
- Cookies and similar tracking technologies
- Communication preferences and history
- Provide wealth management and investment advisory services
- Process mutual fund, PMS, AIF, and insurance transactions
- Comply with KYC, AML, and regulatory requirements
- Send account statements, reports, and important updates
- Improve our services and develop new products
- Provide customer support and respond to inquiries
- Conduct risk assessment and portfolio management
We may share your information with:
- Regulatory Bodies: SEBI, AMFI, RBI, and other regulatory authorities as required
- Fund Houses: Mutual fund companies for investment processing
- Service Providers: KYC agencies, payment processors, and technology partners
- Legal Requirements: Courts, law enforcement, or government agencies when legally required
- Business Partners: Insurance companies and other financial service providers
Note: We never sell your personal information to third parties for marketing purposes.
- Industry-standard encryption for data transmission and storage
- Regular security audits and vulnerability assessments
- Access controls and authentication measures
- Secure data centers with physical and digital protection
- Employee training on data protection and confidentiality
- Incident response procedures for data breaches
- Access and review your personal information
- Request corrections to inaccurate data
- Opt-out of marketing communications
- Request data portability where applicable
- Lodge complaints with data protection authorities
- Withdraw consent for non-essential processing
We use cookies and similar technologies to:
- Remember your preferences and settings
- Analyze website traffic and user behavior
- Provide personalized content and recommendations
- Ensure website security and prevent fraud
You can control cookie settings through your browser preferences.
We retain your information for as long as necessary to:
- Provide our services and maintain your account
- Comply with legal and regulatory requirements
- Resolve disputes and enforce agreements
- Meet record-keeping obligations (typically 7-10 years for financial records)
For privacy-related questions or concerns, contact us:
Zenith Wealth Management
AMFI Registration No: ARN-331900
Address: Patuna chowk, Rishabhdev, Udaipur, Rajasthan, India
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of significant changes through email or prominent notices on our website. Your continued use of our services after such modifications constitutes acceptance of the updated policy.