1. Who we are
This platform, wealthoak.ai (the “Platform”), is operated by Wealthoak Advisory LLP (“Wealthoak”, “we”, “us”, “our”), a limited liability partnership registered in Maharashtra, India, with its registered office at Office No. 1 & 2, Ground Floor, Aristocrat ‘F’ Building, Lane 3, Parsi Colony, Block A, Lullanagar, Pune, Maharashtra 411040, India. This Privacy Policy explains how we handle information in connection with your use of the Platform. It should be read together with our Terms & Conditions, Risk Disclosure and Cookie Policy.
2. Scope
This Policy applies to information processed through the Platform, our website, applications, and related communications. It does not apply to any third-party website, brokerage, exchange, data provider, or service that you connect to or access, each of which is governed by its own privacy policy. We are not responsible for the privacy practices of any third party.
3. Information we collect
We collect only what we need to provide and improve the Platform:
- Information you provide — such as your name, email address, telephone number, organisation, and the contents of any enquiry, demo request, or communication you send us.
- Account and usage information — settings, preferences, configurations you create on the Platform, and records of your interactions with its features.
- Technical information — IP address, device and browser type, approximate location derived from IP, log data, and similar diagnostic information collected automatically.
- Cookies and analytics — as described in our Cookie Policy.
We do not seek to collect sensitive personal data beyond what is strictly necessary, and we ask that you do not submit it to us unsolicited. We do not hold your brokerage login credentials; where the Platform connects to a broker, this is done through that broker’s authorised access mechanisms, and we never receive your password.
4. How we use information
We use information to: operate, maintain and secure the Platform; respond to your enquiries and provide support; personalise and improve features and performance; communicate service-related and, where permitted, marketing messages; detect, prevent and address fraud, abuse or technical issues; and comply with our legal obligations. We do not use your information to provide investment advice, and nothing produced by the Platform is a personal recommendation.
5. Legal bases
Where applicable law (including the Digital Personal Data Protection Act, 2023 of India, and, for users in the United Kingdom or European Economic Area, the UK GDPR / EU GDPR) requires a legal basis, we rely on: your consent; the performance of a contract with you; our legitimate interests in operating and improving the Platform; and compliance with legal obligations.
6. Sharing of information
We do not sell your personal data. We may share information with: service providers and processors who help us operate the Platform (such as hosting, analytics, email and communications providers) under appropriate confidentiality obligations; professional advisers; and authorities or other parties where required by law, regulation, legal process, or to protect our rights, users, or the public. In the event of a corporate transaction (such as a merger or transfer of assets), information may be transferred as part of that transaction.
7. International transfers
We operate from India and may process information in India and other countries whose data-protection laws may differ from those of your country of residence. Where required, we put in place appropriate safeguards for such transfers. By using the Platform, you acknowledge that your information may be processed in these locations.
8. Data retention
We retain information for as long as necessary to provide the Platform, fulfil the purposes described in this Policy, comply with our legal and regulatory obligations, resolve disputes and enforce our agreements, after which it is deleted or anonymised.
9. Security
We use reasonable technical and organisational measures designed to protect information against unauthorised access, alteration, disclosure or destruction. However, no method of transmission or storage is completely secure. To the fullest extent permitted by law, we do not warrant or guarantee absolute security, and you provide information to us at your own risk.
10. Your rights
Subject to applicable law, you may have rights to access, correct, update, or delete your personal data, to withdraw consent, to object to or restrict certain processing, and to data portability. To exercise any right, contact us using the details below. We may need to verify your identity before acting on a request, and certain rights may be limited by law.
11. Children
The Platform is intended for users who are of legal age and have the capacity to enter into a binding contract. It is not directed at children, and we do not knowingly collect personal data from children.
12. Third-party links and content
The Platform may contain links to, or integrate data from, third-party sources. We do not control and are not responsible for the content, accuracy, or privacy practices of those third parties, and any reliance you place on such content is at your own risk.
13. Changes to this Policy
We may update this Policy from time to time at our sole discretion. The current version will always be available on the Platform, and your continued use of the Platform after any update constitutes acceptance of the revised Policy.
14. Contact
For any privacy questions or requests, contact us at info@wealthoak.ai or +91 70200 12387, or by post at the registered-office address above.