Last Updated: 7th September 2023

At iTrustWealth, we are committed to safeguarding your privacy and protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you interact with our services. By using our services, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following types of information:

a. Personal Information: When you register with iTrustWealth, we may collect personal information such as your name, contact details, date of birth, and KYC (Know Your Customer) information as required by Indian regulatory authorities.

b. Financial Information: We may collect financial information related to your investments, income, and assets.

c. Usage Information: We collect data related to your interactions with our website and services, including IP addresses, device information, and browsing patterns.

2. How We Use Your Information

We use your information for the following purposes:

a. Account Management: To manage your account and provide you with our services, including mutual fund distribution.

b. KYC Compliance: To comply with legal and regulatory requirements, including customer due diligence and KYC norms set forth by Indian authorities.

c. Communications: To communicate with you, provide updates, and respond to your inquiries.

d. Marketing: With your consent, we may use your information to send you marketing materials related to our services.

e. Security: To protect our services and your information from fraud, unauthorized access, and other threats.

3. Information Sharing

We may share your information with:

a. Regulatory Authorities: To comply with legal obligations and regulatory requirements.

b. Service Providers: We may engage third-party service providers to assist with our operations, such as data processing, customer support, and marketing.

c. Legal Compliance: To respond to legal requests, including court orders, subpoenas, and government investigations.

4. Data Security

We employ industry-standard security measures to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee the absolute security of your data.

5. Your Choices

You have the following choices regarding your data:

a. Access and Update: You can access and update your personal information through your iTrustWealth account.

b. Communication Preferences: You can manage your communication preferences, including opting out of marketing communications.

c. Account Closure: You can close your iTrustWealth account by contacting our support team.

6. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant updates through our website or other communication channels.

7. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at info@itrustwealth.com

By using our services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and sharing of your information as described herein.

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iTrustWealth

#1502, Ganesh N Building, Sion Mumbai, MH 400022

Workdays - Mon to Fri (9am to 5pm IST)

Call: +91 93201 55282

help@itrustwealth.com

AMFI ARN Registration # ARN - 83008, ARN - 125553

Philip Capital PMS Registration # PMSIB1013

Disclaimer: iTrustWealth is an AMFI Certified Mutual Fund Distributor registered in India. The information provided on this website is for general informational purposes only and does not constitute financial, investment, or professional advice. The content, opinions, and views presented on the website are based on the information available at the time of writing and are subject to change without notice. Investing in financial markets involves risks, and past performance is not indicative of future results. Clients and visitors are advised to consult with qualified financial advisors and professionals before making any investment decisions. iTrustWealth does not guarantee the accuracy, completeness, or reliability of the information and content presented on this website. Any references to specific securities, investment strategies, or financial products are for illustrative purposes only and do not constitute an endorsement or recommendation. iTrustWealth is not responsible for any actions taken based on the information provided on this website. By accessing and using this website, you acknowledge and agree to the terms of this disclaimer. iTrustWealth and its representatives shall not be liable for any damages, losses, or liabilities arising from the use of or reliance on the information presented on this website. Please note that laws and regulations related to investments and wealth management vary by jurisdiction, and visitors are responsible for understanding and complying with relevant local laws. Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund.

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