Wealth Management

Financial Roadmap


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Privacy Policy

Our finance firm is committed to protecting the privacy and security of our client's personal information. This privacy policy describes how we collect, use, and protect the information we obtain through our website. You consent to the policies mentioned in this section by using the website. We hold the right to change the policies as per our convenience and advice you to go through this whenever you visit the website.

Information Collection:

We may collect personal information when you visit our website, such as your name, address, email address, phone number, and other contact information. We may also collect information about your use of our website, including your IP address, browser type, and operating system.

During your contract, we also solicit information about your account details and other financial information as well as your contacts with other parties before this contract for delivering sound plans.

Use of Information:

We use the personal information we collect to provide information about our services and respond to your inquiries. We may also use this information to improve our website and comply with legal and regulatory requirements.

Information Sharing:

We do not share your personal information with third parties except as necessary to provide our services or as required by law. We may share your information with our affiliates or service providers who assist us in providing our services to you. Besides, we might collect information in cases where we need to protect you from fraud or unauthorised transitions and during the investigation of already detected fraud. We may share your information with market intermediaries and agents relevant to investments made by you.


We take reasonable measures to protect your personal information from unauthorised access, use, or disclosure. We maintain physical, electronic, and procedural safeguards to ensure the security of your personal information. We follow the privacy laws of India in our operations and are not liable to bear correspondence to the laws of any other jurisdiction besides India. Your information will be accessed by our employees, advisors, consultants and market intermediaries in relation to your investment requirements.

Third-Party Links:

Our website may contain links to third-party websites that are not under our control. We are not responsible for the privacy practices or content of these websites. We encourage you to review the privacy policies of these websites before providing any personal information.

Contact Information:

If you have any questions/ concerns/ complaints/ grievances/ disputes please contact us at +91-7827093975 or email to info@poshwayconsultants.com