AMFI Privacy Policy — Privacy Commitment
Wisehouse Wealth Private Limited is an AMFI Registered Mutual Fund Distributor (ARN - 254715), is committed to maintaining the privacy, confidentiality, and security of personal information collected from investors, employees, and website visitors.
This policy is aligned with the Digital Personal Data Protection Act, 2023 (DPDPA), Information Technology Act, 2000, SEBI Master Circulars for Mutual Funds, and AMFI guidelines.
Scope & Applicability
This policy applies to all individuals interacting with Wisehouse Wealth Private Limited through the website, mobile applications, onboarding, KYC, and transaction processes.
Information We Collect
- Personal Details: Name, address, DOB, PAN, Aadhaar, contact details, bank details, nomination
- Financial Details: Income, net worth, investments, risk profile, goals
- KYC Documents: PAN, Aadhaar, address proof, bank proof, FATCA/CRS
- Technical Data: IP, device, cookies
We do not collect unnecessary personal data.
Purpose of Data Collection
Used for:
- Transactions
- KYC & regulatory compliance
- Risk profiling
- Communication
- Complaint handling
- Regulatory reporting
- Website improvement
Data Sharing Rules
Data may be shared with:
- AMCs & RTAs
- SEBI / AMFI
- Auditors
- KRAs (CAMS, CVL, NDML, CKYC)
- Transaction platforms
- Back-office providers
- PMS providers (if applicable)
- Other parties only with consent
We do not sell or share data for marketing.
Data Storage & Security
- Encrypted digital storage
- Restricted access
- Secure physical storage
- Security controls and audits
Data Retention & Disposal
Data is retained as per regulatory requirements and securely destroyed after the retention period.
Your Rights (DPDPA 2023)
You may:
- Access data
- Correct data
- Request deletion (subject to law)
- Withdraw consent
- File a complaint with the Data Protection Board
Cookies
Used for improving experience and analytics. They can be controlled via the browser.
Third-Party Links
We are not responsible for external website privacy practices.
Changes to Policy
This policy may be updated from time to time.
Contact for Privacy Concerns
Grievance Officer: Mr. TAPAN RAJ
Email: wisehouse.wealth@gmail.com
Phone: +919157975167
Address: 102, Rajas Sadan, Dandia Bazaar, Vadodara, Gujarat, 390001, India
Business Hours: 10:00 AM - 07:00 PM