Privacy Policy

Last Updated: January 2025

1. Introduction

At Aslot Wealth Advisor, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name, email address, phone number, and postal address
  • Financial information (income, assets, investment objectives)
  • Date of birth and identification documents
  • Bank account and payment information
  • Tax identification numbers (PAN, Aadhaar)

2.2 Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

  • IP address and browser type
  • Operating system and device information
  • Pages visited and time spent on our website
  • Referring website addresses

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and maintain our financial advisory services
  • To process transactions and manage your investment portfolio
  • To communicate with you about your account and our services
  • To comply with legal and regulatory obligations
  • To improve our website and services
  • To send you marketing communications (with your consent)
  • To detect and prevent fraud or unauthorized activities

4. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information with:

  • Service providers who assist us in operating our business
  • Financial institutions and mutual fund companies for transaction processing
  • Regulatory authorities as required by law (SEBI, AMFI, etc.)
  • Professional Aslot Wealth Advisor (lawyers, auditors) bound by confidentiality
  • With your explicit consent for specific purposes

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure servers, access controls, and regular security assessments. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records are typically retained for a minimum of 7 years as per regulatory requirements.

7. Your Rights

You have the following rights regarding your personal information:

  • Right to access and obtain a copy of your personal data
  • Right to request correction of inaccurate information
  • Right to request deletion of your information (subject to legal obligations)
  • Right to object to processing of your personal data
  • Right to withdraw consent for marketing communications

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences. However, disabling cookies may limit certain features of our website.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

10. 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 any material changes by posting the updated policy on our website with a new "Last Updated" date.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Aslot Wealth Advisor

Email: info@aslotwealthadvisor.com

AMFI ARN: 126127