Privacy Policy

1. Who we are

This website is operated for invest4wealth, the mutual fund distribution practice of Meenakshi Singal, AMFI-registered Mutual Fund Distributor, ARN-74865. Mutual fund distribution is offered through invest4wealth. Equity stock-broking and related services are offered separately through FinanceOne Consultants, a Business Partner of Mirae Asset Sharekhan.

2. Information we collect

When you contact us, request a Portfolio Analysis Report, complete the preliminary Risk Profile, sign up through a linked platform or otherwise communicate with us, we may receive your name, email address, mobile number, city, preferred contact method, portfolio-related summary information, risk-profile responses and any message you choose to provide.

Do not submit passwords, OTPs, PINs, transaction credentials, bank passwords or other authentication information through this website.

3. How we use information

We use the information you provide to respond to requests, prepare the requested factual report, send you a copy of your preliminary risk-profile assessment, contact you with your consent, maintain service and compliance records, protect the website from misuse and meet applicable legal or regulatory obligations.

4. Form email delivery

Portfolio Analysis Report and Risk Profile submissions are transmitted to invest4wealth by email. The Risk Profile assessment and a Portfolio Analysis request confirmation are also sent to the email address entered by the visitor. The website applies basic anti-spam controls and does not intentionally store these form submissions in the WordPress database.

5. Sharing and service providers

Information may be processed by the website host, email-delivery provider, portfolio platform or other service providers that support the requested service. We may also disclose information where required by law, regulation, court order or a competent authority. We do not sell personal information.

6. Retention and security

We retain information only for as long as reasonably necessary to respond to you, maintain appropriate business and compliance records, resolve disputes and meet legal obligations. We use reasonable administrative and technical safeguards, but no internet or email transmission can be guaranteed to be completely secure.

7. Your choices

You may ask us to correct inaccurate contact information, withdraw contact consent or request deletion where retention is not required by law or legitimate recordkeeping needs. Contact us using the details below. We may need to verify your identity before acting on a request.

8. Cookies and external links

WordPress and the hosting provider may use essential technical cookies. Links to the portfolio platform, calculators, social networks, Google, WhatsApp and Mirae Asset Sharekhan lead to third-party services governed by their own privacy terms. Please review those terms before providing information.

9. Children

This website is not intended to collect personal information directly from children. A parent or lawful guardian should contact us for any request involving a minor.

10. Changes to this policy

We may update this policy to reflect changes in the website, service providers or applicable requirements. The effective date shown above identifies the current version.

11. Contact and privacy correspondence