Privacy Policy

Last updated: April 2026

Introduction

Wealth Wise ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website wealth-wise.in and use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide when you:

  • Fill out our contact form (name, email address, phone number)
  • Communicate with us via WhatsApp or email
  • Subscribe to our communications
  • Engage our advisory services

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

  • Browser type and version
  • Operating system
  • Pages visited and time spent
  • Referring website addresses
  • IP address (anonymised where possible)

How We Use Your Information

We use the information we collect to:

  • Respond to your enquiries and provide requested services
  • Improve our website and user experience
  • Send relevant communications with your consent
  • Comply with legal and regulatory obligations
  • Maintain the security and integrity of our services

Cookies and Tracking

Our website uses cookies and similar technologies to enhance your experience. We use:

  • Essential cookies: Required for basic website functionality
  • Analytics cookies: Help us understand how visitors interact with our website (Google Analytics via Google Tag Manager). These are only activated with your consent.

You can control cookie preferences through the cookie consent banner displayed on your first visit. You may also configure your browser to refuse cookies.

Third-Party Services

We may use third-party services that collect, monitor, and analyse data:

  • Google Analytics / Google Tag Manager: For website analytics and performance monitoring
  • HubSpot: For form submissions and customer relationship management
  • WhatsApp (Meta): For direct communication

These third parties have their own privacy policies governing the use of your information.

Data Security

We implement appropriate technical and organisational measures to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information only for as long as necessary to fulfil the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Withdraw consent for marketing communications
  • Object to processing of your personal information

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us via WhatsApp or through our contact form.