At JPS Wealth Advisory, we are committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy outlines how we collect, use, store, and protect your data to ensure transparency and trust.
1. Information We Collect
We may collect the following types of personal information when you interact with us:
Name, contact details (address, phone number, email), and identification details.
Financial information, including income, investment preferences, and payment details.
Communication history, including emails, phone calls, and service requests.
Website usage data, including cookies and IP addresses, to enhance your user experience.
2. How We Use Your Information
The information collected is used for the following purposes:
To provide tailored insurance and mutual fund solutions.
To process applications, claims, and transactions efficiently.
To communicate updates, promotional offers, and service-related information.
To comply with legal and regulatory requirements.
To improve our website and customer service experience.
3. Sharing of Information
We do not sell or share your personal information with third parties, except as necessary to:
Comply with legal obligations or regulatory requirements.
Facilitate transactions with trusted service providers who are bound by confidentiality agreements.
Protect the rights, property, or safety of JPS Wealth Advisory, our clients, or others.
4. Data Security
We take the security of your personal information seriously and implement robust measures to protect it, including:
Secure servers and encryption technologies.
Regular audits and security updates to safeguard data.
Restricted access to personal data only to authorized personnel.
5. Cookies and Website Usage
Our website uses cookies to improve functionality and analyze site performance. By using our website, you consent to the use of cookies. You can manage your cookie preferences through your browser settings.
6. Your Rights
You have the right to:
Access and review the personal information we hold about you.
Request corrections or updates to your data.
Opt out of receiving marketing communications.
Withdraw consent for specific data processing activities.
7. Updates to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. We encourage you to review this page regularly.
8. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy, please contact us at:
JPS Wealth Advisory
Email: jpswealthadvisory@gmail.com
Phone: +91 90389 91027
Address: 432, Garia Main Road Kolkata 700103
By engaging with JPS Wealth Advisory, you agree to the terms of this Privacy Policy and consent to the collection and use of your information as described.
