The website www.wealthnation.in (here in referred to as website) is managed by Jay Rajnikant Thacker, a Registered Investment Advisor, who is the sole owner of Wealth Nation online platform (herein referred to as ‘Investment Advisor/ Wealth Nation’). This Privacy Policy governs the manner in which Wealth Nation collects, uses, maintains and discloses information collected from you on this website. This privacy policy applies to all the personal information which may be shared/ uploaded by you, as and when you avail/access any products and/or service through usage of the Website and to which Wealth Nation may become privy to.

At Wealth Nation, we endeavour to ensure the confidentiality, integrity, and security of your data at all times. Here is what we practice to ensure that your information is well protected and kept confidential:

  • We collect information that is required for providing you investment advisory services and incidental services that you wish to avail or any other financial product/service that we offer
  • Under law, we are sometimes required to share information with Government bodies or regulators. This however is done under appropriate supervision and authority.
  • We can sometimes use your information to improve our services and product offerings to our customers.

Information Collection

To provide you the best services, we ask certain information like your first name, last name, income, occupation, state, city, birth date, gender, bank details etc. you may also be requested to provide your mobile phone and email id to receive text messages, notifications, and other services and marketing related communication. By providing your email id and mobile number, you authorize us to send SMS/email alerts to you for any service requirements or some advertising/promotional messages/emails from us irrespective of the fact that you have registered yourself under DND or DNC service.

Usage of information

We require this information for the following reasons:

  • To perform compliance checks and internal record keeping
  • To use the information to improve our products and services
  • To periodically send emails to your registered email address about new products, special offers, or other information which we think you may find interesting.

You will be free to unsubscribe your email address at any time, if you do not wish to receive such emails from us.

Information Sharing

We may use third party service providers to help us operate our business and the website or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes provided that you have given us your permission. We may also be required to share your information to governmental or other regulatory authorities as required under the law. We will not sell or distribute your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail or required under any law.

Use of cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic, or lets us know when you visit a particular website. Cookies allow web applications to respond to you as an individual. The web application can customize its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Log files

This information may include internet protocol (IP) addresses, browser type, internet service provider (ISP), referring/exit pages, operating system, date/time stamp, and/or clickstream data. We may use the collected log information about you to improve services offered to you, to improve marketing, analytics, or Website functionality.

Retention of Your Data

(i) Wealth Nation will retain your information for as long as it is necessary for providing you the Services available on the Website or your request for termination of your account with Wealth Nation, whichever is later.

(ii) Post termination of your account, Wealth Nation may continue to use your anonymized data aggregated or in combination with anonymized data of other users. We use this aggregated anonymized data for data analysis, profiling and research purposes, for example to gain insights about our users and their profiles. We may keep your contact information along with other details for fraud prevention purposes and for the exercise/ defence of a legal claim or for providing evidence in legal proceeding(s).

Data protection and information security

We do not share information about our customers or their accounts to third parties. We follow strict security procedures for obtaining, processing and storing the personal information with which we have been entrusted. We will not disclose or make your personal information available to a third party (otherwise than where indicated within this privacy policy) without your consent. You are responsible for maintaining the security of your login ID and Password and must not provide these credentials to any third party. If you believe that they have been stolen or been made known to others, you must contact us immediately at concern@wealthnation.in. We are not responsible if someone else accesses your account through the login credential they have obtained from you or through a violation by you of this Privacy and Security Policy or the Wealth Nation Terms of Use.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our website, you should note that we do not have any control over such third-party websites. Therefore, we cannot be responsible for the protection and privacy of any information which you provide while visiting such sites. You should exercise caution and look at the privacy statement applicable to the website in question.

Changes to this Privacy Policy

This Privacy Policy is published on the website in compliance with Regulation 4 of the (Indian) Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Information) Rules, 2011.

This privacy policy is reviewed from time to time and as such, will be subject to changes. If we decide to change this Privacy Policy, we will post the changes on the website. We encourage Users to frequently check this page to stay informed about most recent version of this policy. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Your acceptance of these terms

By using this website, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our website. Your continued use of the website following the posting of changes to this policy will be deemed your acceptance of those changes.