Privacy Policy

Information We Collect

We may collect personal and non-personal information when you interact with our website, submit an enquiry, or avail of our services.

Personal Information

The personal information we collect may include:

• Full Name
• Mobile Number
• Email Address
• Residential City and State
• Financial Goals and Investment Preferences
• Information submitted through contact forms, enquiry forms, or other communication channels

Where required for investment-related transactions, additional information may be collected in accordance with applicable regulatory requirements and only after obtaining the necessary consent.

Non-Personal Information

We may automatically collect certain technical information, including:

• IP Address
• Browser Type and Version
• Device Information
• Operating System
• Website Usage Data
• Date and Time of Visit
• Referring Website
• Cookies and Analytics Information

This information helps us improve website performance, enhance user experience, and maintain website security.

How We Use Your Information

The information collected may be used to:

• Respond to enquiries and service requests.
• Facilitate investment-related processes and transactions.
• Share information about our products and services.
• Provide market insights, newsletters, educational content, and regulatory updates.
• Improve our website, digital platforms, and customer experience.
• Conduct internal analysis and service enhancements.
• Comply with applicable legal, regulatory, and compliance requirements.
• Detect and prevent fraud, unauthorized activities, or misuse of our services.

We collect and use personal information only for legitimate business purposes and in accordance with applicable laws.

Cookies

Our website uses cookies and similar technologies to enhance your browsing experience. Cookies may be used to:

• Remember user preferences.
• Analyse website traffic and visitor behaviour.
• Improve website functionality.
• Measure the effectiveness of our digital content.

You may disable cookies through your browser settings; however, certain features of the website may not function as intended.

Sharing of Information

Ascent Wealth values your trust and does not sell, rent, or trade your personal information.

Your information may be shared only where necessary with:

• Asset Management Companies (AMCs)
• Registrar and Transfer Agents (RTAs)
• Banking and Payment Service Providers
• Technology and IT Service Providers
• Regulatory Authorities including SEBI, AMFI, or other statutory bodies, where required by law
• Government authorities pursuant to applicable legal or regulatory obligations

Such disclosures are made only to the extent necessary for providing services or complying with legal and regulatory requirements.

Data Security

We maintain appropriate administrative, technical, and physical safeguards to protect your personal information against unauthorized access, misuse, alteration, disclosure, or destruction.

While we implement industry-standard security measures, no method of electronic transmission or internet storage is completely secure. Accordingly, we cannot guarantee absolute security of information transmitted through the internet.

Third-Party Websites

Our website may contain links to third-party websites for your convenience or additional information.

Ascent Wealth does not control and is not responsible for the privacy practices, content, or security of external websites. Users are encouraged to review the privacy policies of any third-party websites they visit.

Your Rights

Subject to applicable laws and regulations, you may:

• Request access to your personal information.
• Request correction or updating of inaccurate information.
• Request withdrawal from marketing communications.
• Contact us regarding the processing or use of your personal information.

Certain information may continue to be retained where required by applicable laws, regulatory obligations, or contractual requirements.

Data Retention

Personal information is retained only for as long as necessary to:

• Deliver our services.
• Meet legal and regulatory obligations.
• Maintain business and transaction records.
• Resolve disputes.
• Enforce our contractual rights.

Once the retention period has expired, information is securely deleted or anonymized in accordance with applicable policies.

Children's Privacy

Our website and services are intended for individuals who are legally competent to enter into financial transactions.

We do not knowingly collect personal information from minors without the consent of a parent or legal guardian.

Changes to this Privacy Policy

Ascent Wealth reserves the right to amend or update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or regulatory obligations.

The revised policy will be published on this page, and the updated version will become effective immediately upon publication.

Contact Us

If you have any questions regarding this Privacy Policy or the manner in which your personal information is collected or processed, please contact us through the contact details provided on the Ascent Wealth website.

We are committed to addressing your concerns promptly and transparently.

Our Commitment to Your Privacy

Protecting your personal information is fundamental to the trust our clients place in us. At Ascent Wealth, we remain committed to maintaining the highest standards of confidentiality, transparency, and data security while helping you achieve your financial goals through responsible wealth management and investment solutions.