Privacy Policy

WealthBay Private Limited ("WealthBay", "we", "us") respects your privacy. This policy explains what personal information we collect through this website and our services, how we use it, and the choices you have. We process personal data in line with applicable Indian law, including the Digital Personal Data Protection Act, 2023.

Information we collect

• Information you give us — your name, email address, phone number, the service you are interested in, your objective and any message you send through our consultation, corporate-enquiry, portfolio-review or WhatsApp forms. For corporate enquiries, your organisation's name and requirements.
• Information needed to arrange a product — when you become a client, the KYC, financial and health details required by insurers, asset management companies, issuers, transaction platforms and regulators.
• Technical information — the page from which you submitted a form, and standard data such as browser type and pages visited, collected through cookies and analytics tools.

How we use your information

• To respond to your enquiry, route it to the right team and send you an acknowledgement.
• To recommend, arrange and service insurance policies and investments on your behalf.
• To meet our obligations under AMFI, SEBI, IRDAI and other applicable regulations, including KYC and record-keeping.
• To improve our website and services.

Sharing

We do not sell your personal information. We share it only with the insurers, fund houses, issuers, exchanges/platforms and service providers needed to deliver the service you asked for, or where required by law or a regulator.

Security and retention

We use reasonable technical and organisational safeguards to protect your information, and keep it only as long as needed for the purposes above or as required by law.

Your rights

You may ask us to access, correct or erase your personal information, withdraw consent, or stop contacting you, by writing to us using the contact details below.

Changes

We may update this policy from time to time. The current version is always available on this page.