Privacy Policy

SN Wealth values the privacy and security of personal information shared by website visitors, prospects, clients, and other users. This Privacy Policy explains what information we may collect, why we collect it, how it may be used or shared, and the choices available to you.

1. Scope and Consent

By visiting this website, submitting an enquiry form, contacting us by phone, email, WhatsApp, or otherwise sharing information with SN Wealth, you voluntarily consent to the collection, use, storage, processing, and disclosure of your information as described in this Policy.

This Policy should be read along with our Terms of Use, Disclaimer, and SEBI Compliance page. Publicly available information or information that cannot reasonably identify you may not be treated as personal information.

2. Information We May Collect

Contact details such as name, phone number, email address, city, and communication preferences.
Information you voluntarily provide through forms, calls, emails, WhatsApp messages, meetings, or consultation requests.
Financial preference details such as investment interests, risk profile inputs, goals, time horizon, and product preferences.
Website usage data such as pages visited, links clicked, referral source, device type, browser, IP address, approximate location, cookies, and analytics identifiers.
Where required for onboarding or regulated products, additional documents or information may be requested for KYC, suitability, compliance, transaction processing, or regulatory obligations.

3. How We Use Information

To respond to queries, schedule meetings, provide portfolio reviews, and maintain client relationships.
To understand investor needs, risk appetite, goals, and product suitability.
To send service communication, updates, reminders, educational content, and relevant product information.
To improve website performance, user experience, calculators, tools, and communication quality.
To prevent misuse, detect suspicious activity, resolve disputes, and comply with legal, tax, audit, KYC, AML, SEBI, AMFI, or other regulatory requirements.

4. Cookies and Analytics

We may use cookies, pixels, tags, and third-party analytics tools such as Google Analytics or similar services to understand website traffic, improve content, measure campaign performance, and enhance user experience. You can manage cookies through your browser settings, though some site features may not work optimally if cookies are disabled.

5. Sharing of Information

SN Wealth does not sell or rent personal information. We may share information only where reasonably required with authorised team members, service providers, technology vendors, payment or transaction support providers, product partners, auditors, legal advisors, regulators, government authorities, exchanges, KRAs, RTAs, AMCs, banks, or other entities involved in delivering requested services or meeting legal obligations.

Third-party service providers are expected to handle information under confidentiality and data-protection obligations. External websites linked from this website are governed by their own privacy practices, and SN Wealth is not responsible for their content or data handling.

6. Data Security and Retention

We follow reasonable administrative, technical, and organisational safeguards to protect information from unauthorised access, misuse, alteration, or disclosure. However, no method of internet transmission or electronic storage can be guaranteed to be completely secure.

Information may be retained for as long as required for the purpose for which it was collected, for client servicing, business records, dispute resolution, audit, legal, regulatory, tax, or compliance requirements, or as otherwise permitted under applicable law.

7. Your Choices and Rights

You may request correction, update, withdrawal of consent, or deletion of your personal information by contacting SN Wealth. Certain requests may be subject to identity verification, operational feasibility, and legal or regulatory retention obligations. Withdrawal or deletion may affect our ability to provide services.

8. Accuracy of Information

You are responsible for ensuring that information submitted to SN Wealth is accurate, complete, and updated. SN Wealth may rely on the information provided by you for communication, suitability assessment, compliance, and service delivery.

9. Updates to this Policy

SN Wealth may update this Privacy Policy from time to time to reflect changes in law, technology, business practices, or services. Continued use of the website after updates indicates acceptance of the revised Policy.

10. Contact

For privacy-related questions, corrections, or requests, please contact SN Wealth through the Contact Us page or the official communication channels listed on this website.