Privacy Policy

We collect information you provide directly — such as your name, email address, phone number, city, age band, employment type and any details you include in enquiries or discovery calls. As part of an engagement, we may collect financial information necessary for planning: details of investments, policies, income, liabilities and tax filings.

We use your information to respond to enquiries, deliver advisory services, prepare and maintain your plan, coordinate with empanelled specialists (such as SEBI-registered advisers, chartered accountants and insurance specialists acting on your behalf), and meet legal or regulatory obligations. We do not sell your personal information.

We share information only with specialists and platforms involved in delivering your plan, and only to the extent needed for that purpose. We do not share your information with product providers for marketing purposes, and we do not accept commissions from them.

We apply reasonable administrative and technical safeguards to protect your information, including restricting access to team members involved in your engagement and using secure channels for document collection. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain engagement records for the period required by applicable law and professional standards, and delete or anonymise information that is no longer required.

You may request access to, correction of, or deletion of your personal information, subject to legal retention requirements. To exercise these rights, contact us using the details below.

We may update this policy from time to time. The latest version will always be available on this page.

Questions about this policy can be sent to ashish@wealthsprint.in or sameer@wealthsprint.in or by phone at +91-8879003961 / +91-9819348409. WealthSprint is a venture of Registered as Thrivelogic Consulting LLP under Startup India.