Privacy Policy

1. Information we collect

We collect information you provide directly: name, contact details, family member details, financial documents, insurance policy data, investment holdings and financial goals.

We also collect limited technical data such as device type, browser and usage patterns to keep the service secure and improve usability.

2. How we use your information

Your information is used solely to deliver the advisory and organisation services you have requested — preparing plans, tracking policies, generating your Wealth Score and communicating with you.

We do not sell your personal data. We do not share it with third parties for marketing purposes.

3. Security

Documents are encrypted in transit (TLS 1.3) and at rest (AES-256), hosted on Indian data centres. Access is role-based, logged and reviewed. Employees access client data only when required to deliver a service.

4. Data sharing

We may share limited data with service providers who support our operations (hosting, communication, analytics) under strict confidentiality obligations, or where required by law or a regulatory authority.

5. Data retention

We retain your data for the duration of your engagement and for the period required by applicable Indian law thereafter. You may request deletion of non-mandatory data at any time.

6. Your rights

You may access, correct, export or request deletion of your personal data, and withdraw consent for optional communications. Write to [Email Address] and we will respond within 30 days.

7. Cookies

We use essential cookies to keep the site functional and optional analytics cookies to understand aggregate usage. You can disable non-essential cookies in your browser.

8. Contact

365 Wealth & Health Pvt. Ltd., [Business Address]. Email: [Email Address]