Privacy Policy

Investify Prism Wealth Advisors Pvt. Ltd. (“Investify Prism”, “we”, “us”) respects your privacy. This policy explains what information we collect from visitors and clients, how we use it, and the choices available to you.

Information We Collect

• Contact details you submit through forms, such as name, email, phone and city.
• KYC and financial information required to open and service investment accounts.
• Usage data such as pages visited and device information, collected via cookies.

How We Use Your Information

• To respond to enquiries and provide the products and services you request.
• To meet regulatory, KYC and anti-money-laundering obligations.
• To send updates you have opted in to, such as our e-magazine.

Sharing of Information

We do not sell your personal information. Data is shared only with regulated partners (depositories, mutual fund houses, insurers) necessary to execute your instructions, and with regulators where legally required.

Your Choices

You may request access to, correction of, or deletion of your personal data by writing to contact@mail.investifyprism.com. You can unsubscribe from marketing communications at any time using the link in those emails.

Contact

Questions about this policy can be directed to our support desk at contact@mail.investifyprism.com or +91 93611 53599.