1.1 Personal Information: We may collect a range of personal information, such as names, addresses, contact details, financial information, and identification documents. This information is obtained during the onboarding process and is necessary for providing our asset management services, including investment advice and financial planning.
1.2 Website Usage Data: When you visit our website, we utilize cookies and similar technologies to collect data on your interaction with the site. This data includes IP addresses, browser details, pages visited, and other analytics. We use this information to enhance our website, improve user experience, and analyze trends.
2.1 Client Services: Personal information is used to provide our asset management services, customize our advice to individual client needs, and ensure compliance with relevant regulations.
2.2 Website Improvement: Website usage data is employed to optimize our online presence, understand user preferences, and enhance the overall functionality of our website.
3.1 Service Providers: To facilitate the provision of our services, we may share personal information with trusted third-party service providers, including custodians and financial institutions.
3.2 Legal Requirements: We may disclose personal information in response to legal processes, court orders, or other lawful requests. This is done to comply with legal obligations and protect our rights.
4.1 Protection Measures: The Company implements industry-standard security measures to safeguard personal information from unauthorized access, disclosure, alteration, and destruction.
4.2 Confidentiality: Access to personal information is restricted to authorized personnel who require it for the performance of their duties. Our staff is trained to respect the confidentiality of client information.
5.1 Client Records: Personal information collected during the provision of our services is retained for a period required by applicable laws and regulations, ensuring compliance with record-keeping requirements.
5.2 Website Data: Website usage data may be retained for analytical purposes, improving our services, and understanding user behavior.
6.1 Opt-Out: Clients have the right to opt-out of receiving promotional communications from the Company. However, essential service-related communications will still be sent.
6.2 Cookies: You can manage cookie preferences through your browser settings. However, disabling cookies may impact the functionality of our website.
7.1 Access and Correction: Clients have the right to access and correct their personal information. Requests can be made by contacting our dedicated support team.
7.2 Data Portability: Clients can request a copy of their personal information in a commonly used electronic format for portability.
8.1 Age Restriction: Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors.
9.1 Notification: Changes to this privacy policy will be communicated through our website or by other means to ensure you are aware of any modifications.
If you have any questions, concerns, or requests regarding this privacy policy, please contact us at:
Innovacia Wealth Nexus
Dubai - United Arab Emirates
info@innovacia.in
+91 9009915155 | +971 56435 9464
Thank you for taking the time to review our privacy policy. Your trust is of utmost importance to us.