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Privacy Policy

Experience Professional Investing Since 2001

Wealthmunshi is committed to protecting the privacy of its customers and website visitors. This Privacy Policy describes how we collect, use, disclose, and protect the information that we receive from you through our website, mobile applications, and other interactions with you.

Information Collection:
We may collect information from you in several ways, including:

Personal information you provide to us when you create an account, such as your name, email address, postal address, phone number, and financial information.
Information about your transactions with us and other financial institutions, such as account balances, investment and transactional history, and payment information.
Information about your use of our website, including your IP address, browser type, operating system, and web pages visited.
Information from third-party sources, such as credit bureaus, and other financial institutions.

Information Use:
We may use the information we collect for various purposes, including:

To provide and improve our products and services.
To process transactions and send you information about your account.
To comply with legal and regulatory requirements.
To detect and prevent fraud and other illegal activities.
To send marketing and promotional communications, including by email.
To better understand your needs and preferences, and to personalize your experience on our website.
Information Sharing:
We may share your information with third parties in the following circumstances:

With service providers who perform services on our behalf, such as credit card processors, data analysis, marketing and advertising services, and customer service providers.
With other financial institutions, such as credit bureaus and investment companies, to verify your identity and manage risk.
In response to legal process, such as a court order or subpoena.
In response to regulatory inquiries, or to comply with legal and regulatory requirements.
To enforce our terms and conditions, or to protect the rights, property, or safety of Wealthmunshi or its customers.
In connection with a corporate transaction, such as a merger or acquisition.

Information Protection:
We take the security of your information seriously and use appropriate technical, physical, and administrative security measures to protect it from unauthorized access, use, or disclosure. This includes secure socket layer (SSL) encryption technology to protect sensitive information, such as payment information, during transmission.

Access and Control:
You may access and update your personal information by logging into your account on our website. If you need assistance, you may contact us at [contact email address].

Changes to this Policy:
We may modify this Privacy Policy from time to time, and will post the updated policy on our website. We encourage you to review this policy regularly for any changes.


The information and materials contained in this website are provided for general information purposes only and do not constitute legal, financial, or investment advice. Wealthmunshi makes no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

In no event will Wealthmunshi be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

Through this website, you may be able to link to other websites which are not under the control of Wealth


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