Privacy Policy

1. Introduction

ValueAxis Wealth Advisors Pvt Ltd ("ValueAxis Wealth", "we", "us" or "our") is committed to protecting your privacy and handling personal information responsibly.

This Privacy Policy explains how we collect, use, store, disclose and protect personal information when you access or use our website, create an account, submit enquiries, complete profile or KYC information, upload documents or communicate with us.

By using the platform or providing personal information, you acknowledge and agree to the practices described in this Privacy Policy. If you do not agree, please refrain from using the platform or sharing personal information.

2. Information We Collect

Depending on your interaction with the platform, we may collect the following categories of information:

Identity and Contact Information

• Name
• Email address
• Mobile number
• City, address and other contact details

Account Information

• Login credentials and authentication details
• Profile information
• User preferences and settings

Enquiry Information

• Companies or listings of interest
• Enquiry details and communications
• Follow-up records and support notes

KYC and Verification Information

Where required, we may collect:

• PAN and date of birth
• Identity and address proof documents
• Supporting documents uploaded by users

Communications

• Emails, calls, messages, WhatsApp conversations, support requests and feedback shared with us

Technical and Usage Information

• IP address
• Device and browser information
• Operating system
• Website activity and usage logs
• Access timestamps and interaction data

Cookies and Similar Technologies

We may use cookies, local storage and similar technologies to support website functionality, analytics, security and performance.

3. How We Use Information

We may use personal information to:

• Operate, maintain and improve the platform
• Create and manage user accounts
• Authenticate and verify users
• Process and respond to enquiries
• Coordinate follow-up support and communications
• Conduct KYC, compliance, fraud prevention and risk management activities
• Send service-related notifications and administrative communications
• Monitor platform performance, security and usage
• Investigate misuse or violations of our policies
• Comply with legal, regulatory and record-keeping obligations

4. Lawful Basis and Consent

We process personal information where:

• You voluntarily provide it to us
• Processing is necessary to respond to enquiries or provide platform services
• Processing is required for compliance, security, fraud prevention or legal obligations
• We have obtained consent where required under applicable law

Where processing is based on consent, you may withdraw consent by contacting us, subject to applicable legal, contractual, compliance and operational requirements.

5. Information Sharing and Disclosure

We do not sell, rent or trade personal information.

We may share information only where reasonably necessary for platform operations, compliance or legal purposes, including with:

• Authorized employees and relationship team members
• Technology, hosting, communications, analytics, security and cloud service providers
• KYC, compliance, legal, accounting, audit and professional advisers
• Regulatory authorities, government agencies, law enforcement bodies, courts or other parties where required by law
• Successors, acquirers or counterparties involved in a merger, acquisition, restructuring or business transfer, subject to appropriate safeguards

6. Cookies and Analytics

We may use cookies, server logs, local storage, analytics tools and similar technologies to:

• Maintain platform functionality
• Remember user preferences
• Improve website performance
• Understand user engagement
• Enhance security and prevent misuse

Users may manage cookie preferences through browser settings. Disabling cookies may affect the functionality of certain platform features.

7. Data Security

We implement reasonable technical organizational and administrative safeguards designed to protect personal information against unauthorized access, disclosure, alteration, misuse or loss.

These measures may include:

• Restricted access controls
• Secure hosting infrastructure
• Encryption during data transmission where supported
• Authentication and monitoring systems
• Internal data access controls

While we strive to protect information, no method of transmission or storage can be guaranteed to be completely secure. Users are responsible for maintaining the confidentiality of their account credentials and should promptly notify us of any suspected unauthorized access.

8. Data Retention

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

• Provide platform services
• Respond to enquiries
• Meet legal and regulatory obligations
• Resolve disputes
• Prevent fraud and misuse
• Maintain business and operational records

When information is no longer required, it may be securely deleted, anonymized, archived or otherwise handled in accordance with applicable laws and internal policies.

9. Your Rights and Choices

Subject to applicable law and identity verification requirements, you may request:

• Access to your personal information
• Correction or updating of inaccurate information
• Deletion of information where legally permissible
• Withdrawal of consent where processing relies on consent
• Review of privacy-related concerns or grievances

Requests may be submitted to: info@valueaxiswealth.com

We may request additional information to verify your identity before processing a request.

10. Children's Privacy

The platform is intended for individuals who are at least 18 years of age and legally capable of entering into binding agreements.

We do not knowingly collect personal information from children. If you believe that a child has provided personal information, please contact us and we will take appropriate steps to address the matter.

11. Third-Party Websites and Sources

The platform may contain references or links to third-party websites, company websites, public databases, documents or service providers.

This Privacy Policy does not apply to third-party websites or services. Users should review the privacy practices of such third parties before providing personal information.

12. Cross-Border Processing

Personal information may be processed or stored in India or other jurisdictions where our service providers, technology infrastructure, communication systems or support operations are located.

Where applicable, we take reasonable steps to ensure appropriate safeguards are implemented for such processing.

13. Updates to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in business practices, technology, legal requirements or platform functionality.

Updated versions will be published on this page along with the revised effective date.

Continued use of the platform after any update constitutes acknowledgment of the revised Privacy Policy.

14. Contact and Grievance Redressal

For privacy-related questions, requests, concerns or grievances, please contact:

Please include your name, contact details and a clear description of your request or concern so that we may assist you efficiently.