Privacy Policy
1. Introduction
At Synergy Wealth, we value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you interact with our website and services.
2. Information We Collect
We may collect the following information when you use our services:
- Name, phone number, and email address
- Financial and investment-related details
- KYC documents such as PAN, Aadhaar, etc.
- Any information shared through contact forms or consultations
3. How We Use Your Information
Your information is used to:
- Provide financial guidance and services
- Recommend suitable investment and insurance solutions
- Process KYC and documentation requirements
- Improve our services and user experience
- Communicate important updates and support
4. Data Protection & Security
We take appropriate security measures to protect your personal and financial information. Your data is stored securely and accessed only by authorized personnel to ensure confidentiality and safety.
5. Sharing of Information
We do not sell or share your personal information with unauthorized third parties. However, your information may be shared with trusted partners such as:
- Asset Management Companies (AMC)
- Insurance Providers
- Regulatory Authorities (if required)
This is only done to provide the requested services.
6. Third-Party Services
Our website may include links or services from third-party providers. We are not responsible for their privacy practices, and users are advised to review their policies separately.
7. Cookies & Tracking
Our website may use cookies to enhance user experience and analyze website traffic. Users can choose to disable cookies through their browser settings.
8. Your Rights
You have the right to:
- Access your personal data
- Request corrections or updates
- Withdraw consent (subject to legal requirements)
9. Policy Updates
We may update this Privacy Policy from time to time. Any changes will be posted on this page, and users are encouraged to review it periodically.
10. Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us:
📞 Call / WhatsApp: 9096961986