Privacy Policy

Updated: 1 August 2026

Scope of This Policy

This Privacy Policy explains how SWEALTH SERVICES (Sameer Kumar Sahu, AMFI Registered Mutual Fund Distributor ARN-134159) collects, uses, stores and shares information when you use this website, contact us, or invest through us. It applies to visitors of https://swealth.co.in and to clients we serve offline.

Information We Collect

We may collect the following categories of information:

• Contact details — name, phone number, email address, postal address.
• KYC information — PAN, date of birth, identity and address proof, as required under SEBI/AMFI KYC norms for mutual fund investment.
• Investment details — folio numbers, scheme holdings, transaction history, bank account details for payment/redemption purposes.
• Technical data — browser type, device information and pages visited on this website, collected via standard analytics tools.

How We Use Your Information

Information collected is used to:

• Process mutual fund, NPS, gold bond, deposit or insurance transactions you request.
• Complete KYC / KRA verification as mandated by regulation.
• Respond to enquiries, service requests and grievances.
• Send service-related communication such as transaction confirmations and statements.
• Improve this website's content and usability.

We do not use your KYC or financial information for unrelated marketing without your consent.

Sharing of Information

Your information may be shared with:

• Asset Management Companies (AMCs), Registrar & Transfer Agents (CAMS, KFintech) and KYC Registration Agencies (KRAs), strictly for processing your investments.
• Insurance partners (Bajaj Life, ManipalCigna and general insurance partners) where you have opted for an insurance product.
• Regulators such as SEBI and AMFI, where required by law.

We do not sell your personal information to third parties for their independent marketing use.

Data Security

We take reasonable administrative and technical measures to protect the information you share with us. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

KYC and transaction-related records are retained for the period mandated under applicable SEBI/AMFI/PMLA record-keeping requirements. Other information is retained only as long as necessary for the purpose it was collected.

Your Choices

You may request access to, correction of, or deletion of personal information we hold about you, subject to our regulatory record-keeping obligations. Write to us at the contact details below to make such a request.

Cookies

This website may use cookies or similar technologies to remember your preferences (such as the disclaimer acknowledgement) and to understand aggregate site usage. You can disable cookies through your browser settings; some site features may not function correctly if you do.

Contact for Privacy Queries

For any privacy-related question or request, write to us at sahu.sameer7@gmail.com or call +91 99374 88950.