Privacy Policy

Who we are

Wellworth Investment Services Pvt. Ltd. ("Wellworth", "we", "us") is a financial services and investment products distribution firm based at 502, Akruti Orion, Shraddhanand Rd, Vile Parle East, Mumbai, Maharashtra - 400057, India. Our AMFI Registered Number is ARN-369383.

This Privacy Policy explains what personal information we collect through our website, enquiries, and client onboarding, how we use it, and the choices you have. By using this website or sharing your details with us, you agree to the practices described here.

Information we collect

We collect only the information needed to respond to enquiries, assess suitability, and distribute investment and insurance products:

• Contact details you share with us, such as your name, email address, phone number, and message content.
• KYC and suitability details shared during onboarding, such as PAN, date of birth, address, occupation, income range, risk profile, and investment goals, where required by regulation.
• Transaction and service records, such as application status, holdings serviced through us, and support correspondence.
• Basic technical information, such as device, browser, and pages visited, used to keep the website secure and improve it.

How we use your information

We use your information to:

• Respond to enquiries and schedule consultations or follow-ups.
• Recommend products aligned with your goals and risk profile, and process applications with AMCs, insurers, and other product providers.
• Send transaction updates, statements, and regulatory communications.
• Meet legal, tax, audit, and record-keeping obligations under Indian law, including the Digital Personal Data Protection Act, 2023.
• Improve our website, prevent misuse, and protect against fraud.

Sharing of information

We share information only as needed to serve you: with mutual fund companies, insurers, registrars, depositories, payment and KYC agencies, and technology providers that support our operations. These recipients use the information only for the purpose it was shared.

We may disclose information if required by law, regulation, court order, or a competent authority such as SEBI, AMFI, or IRDAI. We do not sell your personal information.

Cookies and analytics

Our website may use essential cookies to keep pages working and optional analytics to understand aggregate usage. You can control cookies through your browser settings. Blocking some cookies may affect how parts of the site work.

Data security and retention

We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, so we encourage you to share sensitive documents only through channels we confirm.

We retain records for as long as needed for the purposes above and for periods required by financial-services regulation, after which we delete or anonymise them securely.

Your rights

Subject to applicable law, you may:

• Request access to, correction of, or updates to your personal information.
• Withdraw consent or ask us to stop marketing communications, where consent was the basis.
• Request deletion or nominate another person in case of incapacity or death, as provided under applicable law.
• Raise a grievance with us first; if unresolved, you may approach the relevant authority under Indian law.

Contact and updates

For privacy requests or grievances, email info@wellworthinvestment.co or call +91-9987199913 / +91-9833200486. We may update this policy to reflect legal or operational changes, and the current version will always appear on this page.