Privacy Policy
At Shree Wealth Care, we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and safeguard your information when you visit our website or use our services.
1. Information We Collect
We may collect the following types of information:
Personal details such as your name, email address, phone number, city, and other contact information submitted through our Contact, Inquiry, or Refer & Earn forms.
Financial or investment-related information that you voluntarily provide for advisory, insurance, loan, or investment-related services.
Technical information such as your IP address, browser type, device information, pages visited, and browsing behavior collected through cookies and similar technologies.
2. How We Use Your Information
We use the information collected to:
Respond to your inquiries and provide the financial services you request.
Process Refer & Earn submissions and related reward programs.
Communicate important updates, newsletters, offers, or promotional information where permitted by law or with your consent.
Improve our website, products, services, and overall customer experience.
Comply with applicable legal, regulatory, and compliance requirements.
3. Sharing of Information
We respect your privacy and do not sell, rent, or trade your personal information to third parties.
Your information may be shared only with trusted business partners, such as mutual fund companies, insurance providers, lending institutions, or other authorized service providers, solely for the purpose of processing your request or where disclosure is required by law.
4. Cookies
Our website uses cookies and similar technologies to improve website functionality, analyze visitor behavior, and enhance your browsing experience. You may choose to disable cookies through your browser settings; however, some features of the website may not function properly.
5. Data Security
We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, misuse, alteration, disclosure, or destruction. While we strive to use commercially acceptable methods to safeguard your data, no internet transmission or electronic storage system is completely secure.
6. Your Rights
You have the right to:
Request access to the personal information we hold about you.
Request correction or updating of inaccurate information.
Request deletion of your personal information where legally permissible.
Withdraw consent for receiving promotional communications at any time.
To exercise any of these rights, please contact us using the details available on our Contact page.
7. Third-Party Links
Our website may contain links to external or third-party websites. Shree Wealth Care is not responsible for the privacy practices, security, or content of these external websites. We encourage you to review their respective privacy policies before sharing any personal information.
8. Children's Privacy
Our services are intended for individuals who are 18 years of age or older. We do not knowingly collect personal information from children or minors.
9. Changes to This Privacy Policy
Shree Wealth Care reserves the right to modify or update this Privacy Policy at any time. Any changes will be published on this page, and your continued use of the website after such updates will constitute your acceptance of the revised policy.
10. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or the way we collect, use, or protect your personal information, please contact Shree Wealth Care through the contact details provided on our Contact page.