Privacy Policy

Effective Date: 15 September 2026
Last Updated: 15 September 2026

At Promexa Wealth, we value your privacy and are committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, process, store, disclose, and protect your information when you visit our website, contact us, submit an enquiry, or use our financial and wealth-management related services.

By accessing our website or voluntarily providing your information, you acknowledge the practices described in this Privacy Policy.

1. Information We May Collect

Depending on the services you request, we may collect the following categories of information:

Personal Information

This may include:

• Full name

• Mobile number

• Email address

• Residential or correspondence address

• Date of birth

• Gender, where required

• Occupation and employment information

• Communication preferences

Financial and KYC Information

Where required for providing or facilitating financial services, we may collect or process information such as:

• PAN details

• Bank account information

• Investment-related information

• Income or financial profile

• Investment objectives

• Risk-profile information

• KYC documents

• Identity and address verification documents

• Nominee information

• Transaction-related details

We collect such information only where it is reasonably required for the requested service, regulatory compliance, verification, transaction facilitation, or customer support.

2. Information Collected Automatically

When you visit our website, certain technical information may be collected automatically, including:

• IP address

• Browser type

• Device type

• Operating system

• Pages visited

• Time spent on the website

• Referral source

• Approximate location

• Cookies and similar technologies

This information may be used to improve website performance, security, user experience, marketing effectiveness, and analytics.

3. How We Use Your Information

Promexa Wealth may use your information to:

• Respond to enquiries and consultation requests

• Understand your financial requirements

• Provide information regarding financial products and services

• Assist with investment, insurance or wealth-management related services

• Complete KYC and verification requirements where applicable

• Facilitate transactions requested by you

• Communicate important service-related information

• Provide customer support

• Send updates, educational content, offers or marketing communications where permitted

• Maintain records required for legal, taxation, compliance or regulatory purposes

• Detect and prevent fraud, misuse or unauthorized activity

• Improve our website, services and customer experience

• Comply with applicable laws and lawful requests from authorities

We aim to collect and use only information that is reasonably necessary for legitimate and lawful purposes.

4. Financial Products and Third-Party Service Providers

Promexa Wealth may assist customers with financial products and services such as investments, mutual funds, SIPs, bonds, insurance, portfolio-related products, alternative investments and wealth-management solutions.

Where necessary to process your request, information may be shared with appropriate third parties, such as:

• Mutual fund houses and Asset Management Companies

• Registrars and Transfer Agents

• KYC Registration Agencies

• Depositories, exchanges or financial intermediaries

• Insurance companies and authorized intermediaries

• Banks and payment service providers

• Investment or transaction platforms

• Technology and cloud-service providers

• Professional advisers

• Government, regulatory or law-enforcement authorities

Information will be shared only to the extent reasonably necessary for providing services, completing transactions, complying with law, or fulfilling a request made by you.

Promexa Wealth does not sell or rent your personal information to third parties for their independent marketing purposes.

5. Consent

Where consent is required, we will seek your consent before collecting or using personal information for the relevant purpose.

By submitting a contact form, requesting a consultation, contacting us through telephone, WhatsApp, email or other communication channels, you authorize us to contact you regarding your enquiry and relevant services.

Where applicable, you may withdraw consent for future processing or marketing communications by contacting us.

Withdrawal of consent will not affect processing already carried out lawfully and may affect our ability to provide certain services where the information is necessary for providing those services or complying with legal requirements.

6. Cookies

Our website may use cookies and similar technologies to:

• Remember user preferences

• Understand website traffic

• Analyze visitor behaviour

• Improve website functionality

• Measure advertising performance

• Improve security and website experience

Third-party services such as analytics, advertising or embedded content providers may also use cookies according to their own privacy policies.

You can control or disable cookies through your browser settings. However, disabling certain cookies may affect some website functionality.

7. Marketing Communications

If you have submitted an enquiry or provided appropriate consent, we may contact you through:

• Telephone

• SMS

• Email

• WhatsApp

• Other authorized digital communication channels

Communications may relate to financial services, investment information, educational content, service updates or relevant offers.

You may request to stop promotional communications at any time by contacting us or using an unsubscribe option where available.

8. Data Security

Promexa Wealth takes reasonable administrative, technical and organizational measures designed to protect personal information against:

• Unauthorized access

• Loss

• Misuse

• Alteration

• Unauthorized disclosure

• Destruction

• Cybersecurity threats

However, no internet transmission, website, email system, electronic storage platform or digital communication method can be guaranteed to be completely secure.

Users should therefore exercise appropriate care while transmitting confidential information online.

9. Data Retention

We retain personal information only for as long as reasonably necessary to:

• Provide requested services

• Maintain customer and transaction records

• Fulfil contractual obligations

• Meet regulatory, accounting or legal requirements

• Resolve disputes

• Prevent fraud

• Protect legitimate business interests

When information is no longer required and there is no legal requirement to retain it, we may securely delete, anonymize or otherwise dispose of it.

10. Your Rights

Subject to applicable laws and regulatory requirements, you may request:

• Access to personal information held about you

• Correction of inaccurate or incomplete information

• Updating of your personal details

• Deletion or erasure where legally permitted

• Withdrawal of consent where processing is consent-based

• Information regarding the processing of your personal data

• Redressal of grievances relating to your personal information

Some information may need to be retained even after a deletion request where retention is required by law, regulation, transaction-record requirements, legal claims or other lawful obligations.

11. Third-Party Links

Our website may contain links to websites, applications, financial platforms or services operated by third parties.

Promexa Wealth is not responsible for the privacy practices, security, availability or content of external websites.

We recommend reviewing the privacy policy of any third-party website or platform before providing personal information.

12. Children’s Privacy

Our financial services are not intended to independently solicit personal information from children.

Where information relating to a minor is required for a financial product or service, it should be provided and processed through a parent, lawful guardian or other legally authorized person, subject to applicable laws and product requirements.

13. Legal and Regulatory Disclosure

We may disclose information if reasonably necessary to:

• Comply with applicable law

• Respond to lawful government or regulatory requests

• Fulfil regulatory reporting requirements

• Investigate fraud or security incidents

• Protect the rights and property of Promexa Wealth

• Enforce agreements or legal rights

• Protect customers or other individuals

14. Changes to This Privacy Policy

Promexa Wealth may revise this Privacy Policy periodically to reflect changes in:

• Business practices

• Technology

• Website functionality

• Financial services

• Regulatory requirements

• Applicable privacy and data-protection laws

The updated version will be published on this page with a revised “Last Updated” date.

We encourage visitors to review this Privacy Policy periodically.

15. Applicable Law

This Privacy Policy will be interpreted in accordance with applicable laws of India, including applicable provisions of the Information Technology Act, 2000 and associated rules, and the Digital Personal Data Protection Act, 2023 and Digital Personal Data Protection Rules, 2025 as and when the relevant provisions become applicable.

16. Grievance and Privacy Contact

If you have any questions, concerns, complaints or requests relating to this Privacy Policy or your personal information, please contact:

Promexa Wealth
Email: promexawealth@gmail.com
Phone: +91 9258763255
Address: Sec-121, Noida Extension, 
Website: https://promexawealth.com/

We will endeavour to review and address legitimate privacy concerns in accordance with applicable law.

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Promexa Wealth – Protecting your information while helping you make informed financial decisions.