Effective Date:01-Jan-2023

We Pragmatic Equities (India) Pvt Ltd are committed to protecting the privacy and security of our customers’ personal information. This Privacy Policy explains how we collect, use, disclose, and protect the personal information we obtain from individuals who use our financial services. By using our services, you consent to the practices described in this Privacy Policy.

  1. Information We Collect:

We may collect the following types of personal information from individuals:

1.1. Identifying Information: Name, address, email address, phone number, date of birth, Social Security number, and other similar information required to verify your identity.

1.2. Financial Information: Bank account details, credit or debit card information, investment account information, transaction history, and other financial details necessary to provide our services.

1.3. Employment Information: If you apply for employment with us, we may collect information such as your resume, employment history, educational background, and other relevant details.

1.4. Website Usage Information: We may collect information about your interactions with our website, including IP addresses, browser type, referring/exit pages, and operating system.

  1. How We Use Your Information:

We may use the collected personal information for the following purposes:

2.1. Providing Financial Services: To process transactions, maintain accounts, and provide customer support.

2.2. Verification and Security: To verify your identity, detect and prevent fraud or illegal activities, and maintain the security of our systems.

2.3. Communication: To communicate with you regarding your account, updates, and other important information related to our services.

2.4. Improving Services: To analyze usage patterns, enhance our services, develop new products, and personalize your experience.

2.5. Legal Compliance: To comply with applicable laws, regulations, legal processes, and government requests.

  1. Information Sharing:

We may share your personal information with third parties in the following circumstances:

3.1. Service Providers: We may engage third-party service providers to assist with processing transactions, data analysis, customer support, and other services on our behalf. These providers are contractually obligated to maintain the confidentiality and security of your information.

3.2. Legal Requirements: We may disclose personal information if required by law, legal processes, or to protect our rights, privacy, safety, or property, and that of our customers or others.

3.3. Business Transactions: In the event of a merger, acquisition, or sale of all or a portion of our assets, personal information may be transferred as part of the transaction. We will notify you and obtain your consent if required by applicable laws.

  1. Data Security:

We implement appropriate technical and organizational measures to protect the security and confidentiality of your personal information. However, please note that no security measures can guarantee absolute protection against unauthorized access or data breaches.

  1. Data Retention:

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, or as required by law. Once the data is no longer needed, we will securely dispose of it.

  1. Your Rights:

You have the following rights regarding your personal information:

6.1. Access: You can request access to the personal information we hold about you and receive a copy of that information.

6.2. Correction: You can request that any inaccurate or incomplete personal information be corrected or updated.

6.3. Deletion: You can request the deletion of your personal information, subject to any legal obligations or legitimate business purposes.

6.4. Consent Withdrawal: If we rely on your consent to process your personal information, you have the right to withdraw that consent at any time.

  1. Updates to the Privacy Policy:

We may update this Privacy Policy from time to time. We will notify you of any material changes through our website or other communication channels. It is recommended to review this policy periodically.

  1. Contact Us:

If you have any questions, concerns, or requests regarding this Privacy Policy or the way we handle your personal information, please contact us at [insert contact details].

By using our financial services, you acknowledge that you have read, understood, and agree to the terms and conditions of this Privacy Policy.

Note: This privacy policy is a general template and should be customized to reflect the specific practices and requirements of your Financial Services company.

contact@pragmaticwealth.net