At WiseVentures, we understand that privacy is paramount for our clients. Whether you are an HNI, a business owner, or an institutional partner, you can trust us to safeguard your information with the highest standards of confidentiality and security.

This Privacy Policy explains how we collect, use, and protect your personal and financial information.

1. Information We Collect

We may collect the following categories of information when you engage with us:

• Personal details: Name, contact number, email, address, identification documents (where required for compliance).
• Financial details: Investment amount, bank account or demat details, forex account details, and other information strictly required for trading operations.
• Transaction data: Records of investments, profit-sharing statements, and trade execution reports.
• Communication records: Any emails, messages, or signed agreements exchanged with WiseVentures.

2. How We Use Your Information

Your information is used solely for:

• Facilitating investment/trading activities on your behalf.
• Preparing and sharing performance reports (weekly/monthly).
• Executing legally binding agreements (MOUs, profit-sharing contracts).
• Ensuring compliance with SEBI, RBI, and international regulatory guidelines.
• Providing you with updates, reports, and support related to your investment.

3. How We Protect Your Information

We employ bank-grade security protocols to protect all personal and financial data:

• Data Encryption: All client data is stored on secure servers with end-to-end encryption.
• Restricted Access: Only authorized WiseVentures personnel with a strict NDA can access sensitive data.
• Segregated Trading Access: We never have withdrawal rights — only trade execution rights.
• No Custody of Funds: All funds remain in your own trading/demat account with regulated brokers.

4. Sharing of Information

We do not sell, rent, or share client information with third parties. Information may only be shared in the following cases:

• Regulatory compliance with SEBI, RBI, or international financial authorities.
• Authorized partners (brokers, auditors, or legal advisors) strictly on a need-to-know basis.
• Legal obligations in case of court orders or government directives.

5. Confidentiality Commitment

• Every engagement includes a Non-Disclosure Agreement (NDA).
• We maintain absolute discretion regarding client identity, portfolio details, and financial performance.
• Ideal for politicians, executives, and business leaders who require high levels of privacy.

6. Client Rights

As a WiseVentures client, you have the right to:

• Access, review, and request correction of your personal information.
• Request detailed reporting of trades executed on your behalf.
• Pause or terminate engagement at any time without penalty.
• Request permanent deletion of personal data after the relationship ends (subject to compliance records retention).

7. Updates to Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in regulatory requirements or internal practices. Any updates will be communicated to clients in writing.

8. Contact Us

For any questions or concerns regarding this Privacy Policy, please reach out to:

📩 Email: support@wiseventures.in
🌐 Website: www.wiseventures.in