This page is a working draft prepared alongside the website. It should be reviewed by the firm's legal counsel before launch, and checked against the Digital Personal Data Protection Act, 2023.
What this covers
This policy explains what personal information Wealth Doctor collects through this website, why we collect it, and what we do with it. It applies to this website only. Advisory engagements are governed separately by the terms of each mandate.
What we collect
We collect only what you choose to give us. When you submit an enquiry, that is your name, telephone number, email address, the area of advice you are interested in, and anything you write in the message field.
Our server also records the IP address a submission came from. This is used to limit automated abuse of the form, and for nothing else.
Why we collect it
- To respond to your enquiry.
- To arrange and prepare for a first meeting.
- To keep an internal record of enquiries received.
- To protect the website against automated submissions.
What we do not do
- We do not sell your information.
- We do not share it with third parties for their own marketing.
- We do not add you to a mailing list because you sent an enquiry.
- We do not publish client names or holdings without written permission.
Where it is stored
Enquiries are stored on the same server that hosts this website, in a database that is not reachable from the web. Access is limited to the advisory team. Copies of enquiry emails also sit in the firm's mailboxes.
How long we keep it
Enquiries are kept for as long as there is a reasonable prospect of a working relationship, and after that for as long as any legal or regulatory obligation requires. You may ask us to delete your enquiry sooner.
Cookies and analytics
This website sets no advertising or tracking cookies, and embeds no third-party trackers. Fonts and images are served from our own domain, so no request about your visit is made to another company.
Your rights
You may ask us what information we hold about you, ask us to correct it, or ask us to delete it. Write to mail@wealthdoctor.inand we will respond within a reasonable period.
Changes
If this policy changes, the revised version will appear on this page with a new date at the top.
Contact
Wealth Doctor
mail@wealthdoctor.in
+91 92167 89009