Privacy Policy

Your privacy is our priority. Learn how we protect your data.

1. Introduction

Welcome to Sharda Wealth Management. We are committed to protecting your personal information and your right to privacy. This policy explains what information we collect, how we use it, and what rights you have in relation to it.

2. Information We Collect

We collect personal information that you voluntarily provide to us when you register on our platform. This may include:

  • Name and Contact Data (Email, Phone Number)
  • KYC Documents (PAN Card, Aadhaar details as per SEBI guidelines)
  • Financial Information (Bank account details for investments)
  • Credentials (Passwords and security hints)

3. How We Use Your Information

We use your information to provide our services, including:

  • Processing your investment transactions.
  • Sending you portfolio updates and performance reports.
  • Ensuring compliance with financial regulations and laws.
  • Providing customer support and resolving technical issues.

4. Data Security

We use bank-grade encryption and secure servers to protect your data. Access to your personal information is restricted to authorized employees and partners who need the data to process your requests. We also use OTP-based authentication to ensure secure logins.

5. Third-Party Sharing

We do not sell your data. We only share information with:

  • Asset Management Companies (AMCs) and RTAs to process your investments.
  • Regulatory bodies like SEBI, RBI, or tax authorities when required by law.
  • Trusted service providers who assist in operating our website.

6. Cookies and Tracking

We use cookies to enhance your experience on our website. Cookies help us understand how you interact with our platform, allowing us to improve our services and offer a personalized experience.

7. Your Rights

You have the right to access, update, or delete your personal information at any time through your dashboard. If you have any concerns regarding your data, you can contact our grievance officer.

8. Contact Us

If you have questions or comments about this policy, you may email us at: support@shardawealth.com