Privacy policy.
Riser Wealth is committed to protecting the privacy of clients and visitors to this website. This policy sets out what information we collect, why we collect it, and how we safeguard it, in plain terms.
1. Scope
This Privacy Policy applies to information collected through the Riser Wealth website, through our onboarding and servicing processes, and through any communication channels we operate with clients and prospective clients.
2. Information We Collect
We collect only information that is necessary to serve you well and to meet our regulatory obligations. Categories include:
- Identity and contact details — name, PAN, Aadhaar, date of birth, nationality, residential and correspondence address, email, telephone.
- Financial and KYC information — bank details, source of funds, risk profile, investment objectives, existing holdings, FATCA declarations.
- Transactional information — application forms, mandates, transactions, portfolio statements, and related records.
- Technical information — IP address, device and browser information, and cookies collected automatically when you use the website.
3. How We Use Information
Personal information is used only for the purposes for which it is collected, including:
- Onboarding, KYC verification, and servicing of your investments.
- Fulfilling our obligations under the relevant product and platform agreements.
- Providing portfolio reporting, reviews, and periodic communication.
- Complying with applicable laws, regulatory directions, and internal record-keeping requirements.
- Improving the website and the quality of our service.
4. Sharing of Information
We do not sell, rent or lease personal information. Information is shared only with the following parties, and only to the extent necessary:
- Asset management companies, portfolio managers, AIFs, depositories, registrars and transfer agents, and distribution platforms, for the purpose of giving effect to your instructions.
- Service providers supporting us with technology, custody, secure storage, compliance or audit, each bound by confidentiality obligations.
- Regulators, courts or other authorities where disclosure is required by law.
5. Data Security
We maintain reasonable physical, electronic and procedural safeguards, including access controls, encryption in transit, and secure storage, to protect personal information from loss, misuse, or unauthorised access. No system is entirely immune to risk, but we act in line with industry practice and the requirements of the Information Technology Act, 2000 and related rules.
6. Retention
We retain personal information for the duration of your relationship with the firm and thereafter for the period required under applicable law, including the Prevention of Money Laundering Act, the Income Tax Act and SEBI / AMFI record-keeping requirements.
7. Cookies
The website may use cookies and similar technologies to remember preferences, understand usage, and improve performance. You can disable cookies in your browser settings; some parts of the website may not function fully as a result.
8. Third-Party Links
The website may link to external platforms, including our client portal and fund manager websites, operated by independent providers. Those platforms have their own privacy policies and practices, and Riser Wealth does not control or take responsibility for them. We encourage you to review their policies.
9. Your Rights
You may request a copy of the personal information we hold about you, ask us to correct inaccuracies, or request deletion where there is no overriding legal obligation for us to retain it. Please write to contact@riserwealth.in.
10. Minors
The services are intended for individuals aged 18 and above, or for minors onboarded through an authorised guardian in line with applicable law. We do not knowingly solicit information directly from minors.
11. Changes to This Policy
We may update this Privacy Policy from time to time. The revised policy will take effect upon publication on the website. The date of last revision will appear at the top of the page.
12. Contact
For any privacy-related queries, please write to contact@riserwealth.in or to the office address listed at Contact.