Privacy Policy

Last updated: 2026

This policy explains how Wealthino Ventures Private Limited ("we", "us") handles personal information collected through www.wealthinoventures.com and in the course of providing mutual fund distribution and insurance facilitation services.

Information we collect

• Information you give us directly — your name, mobile number, email address and the details of your enquiry, when you submit the contact form, call, or message us.
• Information required to transact — where you become a client, the documentation required by law and by the relevant asset management company or insurer, including KYC records, PAN, bank details and nominee information.
• Basic technical information — standard web server records such as browser type and pages visited, used only to keep the site working.

How we use it

• To respond to your enquiry and provide the services you ask for.
• To execute and service transactions with asset management companies and insurers on your instructions.
• To send you statements, reviews and renewal reminders relating to your own holdings.
• To meet our obligations under applicable law and regulation.

We do not sell your personal information, and we do not share it for anyone else's marketing.

Who we share it with

We share your information only where it is necessary to provide the service: with the asset management companies, insurers, registrars and transfer agents, KYC registration agencies and payment intermediaries involved in your transactions, and with our professional advisers or regulators where we are required to do so by law.

The tools on this website

The calculators in our Tools section run entirely inside your own browser. The figures you enter are not transmitted to us or stored on any server.

Keeping it secure

We take reasonable technical and organisational measures to protect the information we hold. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security — please do not send sensitive documents such as PAN cards or bank statements over unsecured channels without checking with us first.

How long we keep it

Enquiry details are kept only as long as needed to deal with your enquiry. Client records are retained for the periods required under applicable regulations, and thereafter securely deleted.

Your choices

You may ask us at any time to tell you what personal information we hold about you, to correct anything that is wrong, or to stop contacting you for non-essential purposes. Write to kuntalchaudhuri@wealthinoventures.com or call +91 79806 52606. Some records must be retained even after a relationship ends, where regulation requires it.

Links to other websites

Where this site links to a third party — an asset management company, an insurer, or a client portal — that organisation's own privacy policy governs what happens to your information there. We are not responsible for their practices.

Changes to this policy

We may update this policy from time to time. The current version is always the one published on this page.

Contact

Wealthino Ventures Private Limited
453/5, N. C. Banerjee Road, Baidyabati, Hooghly, West Bengal – 712222
kuntalchaudhuri@wealthinoventures.com · +91 79806 52606