Effective Date: 29 May 2025
At Temple of Wealth Investment, we value the trust you place in us. Protecting your privacy and maintaining the confidentiality of your personal and financial information is central to our mission. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data in compliance with applicable laws and ethical standards.
1. Information We Collect
We may collect the following types of personal and financial information:
- Full name, address, phone number, email address
- Date of birth, PAN card number, Aadhar number (where applicable)
- Bank account details and financial statements
- Investment goals, risk appetite, and portfolio preferences
- KYC and other regulatory documents
- Interaction history with our advisors and digital platforms
2. How We Use Your Information
The information collected is used for:
- Offering and managing financial advisory services, including Mutual Funds, Insurance, and Tax Consulting
- Conducting risk profiling and providing customized investment advice
- Performing KYC/AML compliance and regulatory checks
- Processing transactions and maintaining your investment records
- Sending updates, performance reports, and regulatory disclosures
- Improving our services and developing new offerings
3. Sharing of Information
We do not sell or rent your personal information to third parties. However, we may share your data with:
- Authorized partners such as fund houses, insurance companies, and service providers to facilitate transactions
- Regulatory bodies such as SEBI, AMFI, and others as required by law
- Technology and support vendors under strict confidentiality agreements
- All third-party service providers are contractually obligated to maintain the confidentiality and security of your information.
4. Data Security
We implement industry-standard security measures, both technical and organizational, to protect your data from unauthorized access, loss, or misuse. This includes:
- Secure servers and data encryption
- Firewalls and intrusion detection systems
- Regular audits and staff training
5. Your Rights
As a client, you have the right to:
- Access and review your personal information
- Request correction or updates to your data
- Withdraw consent (subject to legal and contractual obligations)
- Raise concerns or complaints regarding data usage
6. Cookies and Website Analytics
When you use our website, we may collect information via cookies and analytics tools to improve user experience, track website traffic, and enhance our services. You may choose to disable cookies through your browser settings.
7. Changes to this Policy
We reserve the right to update this Privacy Policy from time to time to reflect legal, regulatory, or operational changes. The latest version will always be available on our website.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us:
Temple of Wealth Investment
Email: info@templeofwealth.in
Phone: +91-9423693040
Address: 1st Floor, Shop No. 11, Guru Krupa Business Center, Mahavir Chowk, Nanded (MH) 431601