At Advents Wealth, we value your privacy and are committed to protecting your

personal information.

Information We Collect

We may collect the following information:

Name

Email address

Mobile number

City and state

Financial goals and investment preferences

Risk profile information

Any other information voluntarily shared by you through our website, forms, or

consultations.

How We Use Your Information

Your information is used to:

Provide financial planning and investment-related services.

Contact you regarding consultations, products, and services.

Understand your financial objectives and recommend suitable solutions.

Improve our website and customer experience.

Meet regulatory and compliance requirements.

Data Protection

We implement reasonable security measures to safeguard your personal information

against unauthorized access, disclosure, or misuse.

Sharing of Information

We do not sell, rent, or trade your personal information.

Information may be shared only:

With authorized service providers assisting in delivering our services.

When required under applicable laws or regulatory requirements.

With your consent.
Cookies

Our website may use cookies to improve user experience and website performance.

You may disable cookies through your browser settings.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their

privacy practices or content.

Your Rights

You may request to:

Access your personal information.

Update or correct your information.

Request deletion of your information where legally permissible.

Withdraw consent for marketing communications.

Changes to this Policy

This Privacy Policy may be updated from time to time. Revised versions will be

published on this page.

Contact Us

For any privacy-related queries, please contact Advents Wealth through the contact

details available on our website.