Your privacy,
our responsibility.

01

Who We Are

Hemvan Wealth Advisory ("Hemvan", "we", "our", or "us") is a wealth advisory firm based in Noida, Uttar Pradesh. We provide financial planning, investment advisory, goal planning, risk management, retirement planning, tax planning, private wealth management, and corporate advisory services to individuals, families, and business owners across India.

Our registered office is at A 99, Sector 136, Noida, 201304, Uttar Pradesh, India. You can reach us at Hemvanadvisory1@gmail.com.

02

What Information We Collect

Information you provide directly

When you fill out our enquiry form, book a consultation, or become a client, we may collect:

• Full name, email address, phone number, and city of residence
• PAN card details and KYC documents when onboarding as a client
• Financial details including income, existing investments, liabilities, and financial goals
• Risk profile information gathered through our advisory questionnaire
• Communication history when you write to us by email or through our website form

Information collected automatically

When you visit our website, we automatically collect certain technical information:

• IP address, browser type, and operating system
• Pages you visit, time spent, and general navigation patterns
• Referring URLs and search terms that brought you to our site
• Cookie identifiers (see Section 6 for details)

We do not collect sensitive personal information such as biometric data, caste, religion, or political views at any point.

03

How We Use Your Information

We use the information we collect for the following purposes:

• To understand your financial situation and provide relevant advisory services
• To respond to enquiries and consultation requests in a timely manner
• To send you content about financial planning, regulatory changes, or market developments, but only if you have opted in to such communications
• To meet our obligations under SEBI guidelines, AMFI regulations, and other applicable law
• To improve our website using aggregated, anonymized usage data
• To maintain records as required by law and regulatory bodies

We do not sell your personal information to third parties for marketing or commercial purposes.

04

Sharing of Information

We share your information only when it is necessary and subject to appropriate safeguards. This includes sharing with:

• Asset Management Companies (AMCs) and insurance companies to process transactions or execute advisory instructions on your behalf
• Regulatory bodies including SEBI, AMFI, IRDAI, or the Income Tax Department, when required by law or in response to a valid regulatory or court order
• Technology vendors who support our CRM, email, or analytics tools, under strict confidentiality and data processing agreements
• Professional advisors such as lawyers and auditors who are bound by confidentiality obligations

We do not share your sensitive financial data with any third party for purposes unrelated to your engagement with us.

05

Data Security

We apply reasonable technical and organizational measures to protect your personal information against unauthorized access, accidental loss, alteration, or disclosure. Data shared with us during an engagement is handled within secured systems with access restricted to authorized personnel.

No method of transmitting information over the internet can be guaranteed to be fully secure. While we take every reasonable precaution, we cannot be held responsible for breaches that result from circumstances beyond our control. In the event of a data breach that affects your rights, we will notify you as required under applicable law.

06

Cookies and Website Analytics

Our website uses cookies, which are small text files stored on your device, to improve your browsing experience and understand how visitors interact with our content. Specifically, we use:

• Essential cookies that allow the website to function correctly
• Analytics cookies through Google Analytics (with IP anonymization enabled) to understand aggregate visitor behavior

We do not use cookies for targeted advertising or to track you across other websites. You can disable cookies through your browser settings. Disabling analytics cookies will not affect your ability to use the site, though it may reduce the accuracy of our website improvement efforts.

07

Data Retention

We retain client data for the duration of your engagement with us and for a period of at least five years after the relationship concludes, in line with SEBI's record-keeping requirements for investment advisors and mutual fund distributors.

Data collected through website enquiry forms is retained for up to two years unless the enquiry converts into a formal client engagement, in which case the longer retention period above applies.

When data is no longer required, we delete or anonymize it in a manner consistent with our security obligations.

08

Your Rights

Subject to applicable law and our regulatory obligations, you have the following rights regarding your personal information:

• Right to access — you may request a copy of the personal information we hold about you
• Right to correction — you may ask us to correct information that is inaccurate or incomplete
• Right to deletion — you may request that we delete your data, subject to any legal or regulatory requirement that we retain it
• Right to withdraw consent — you may unsubscribe from marketing communications at any time by contacting us or using the unsubscribe link in any email we send

To exercise any of these rights, write to us at Hemvanadvisory1@gmail.com. We will respond within 30 days.

09

Grievance Officer

As required under Rule 5(9) of the IT (Sensitive Personal Data) Rules, 2011, we have designated a Grievance Officer to address any concerns related to how we handle your personal information.

We will acknowledge grievances within 24 hours of receipt and aim to resolve them within 30 calendar days.

10

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable regulations. When we do, we will revise the "Last Updated" date shown at the top of this page.

For material changes that significantly affect how we handle your data, we will notify active clients by email before the change takes effect. We encourage you to review this page periodically to stay informed.