Privacy Policy
Effective Date: 12th July, 2025
At Nomisma Private Wealth, we value your privacy and are committed to safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect the information you share with us through our website and during the course of our engagement.
1. Information We Collect
We may collect the following types of information:
- Personal Identification Information: Name, address, phone number, email address, PAN, and other KYC-related details.
- Financial Information: Investment preferences, portfolio details, risk profile, and other related financial data.
- Technical Information: IP address, browser type, device information, and usage data when you visit our website.
2. Use of Information
The information collected is used for the following purposes:
- To deliver customised wealth management and advisory services
- To comply with regulatory and legal obligations
- To improve user experience and enhance our service offerings
- To communicate relevant updates, reports, or notifications
3. Information Sharing
We do not sell or share your personal information with third parties for marketing purposes. Information may be shared only with:
- Regulatory authorities as required by law
- Custodians, fund managers, and service providers who are contractually bound to maintain confidentiality
- Internal teams for the purposes outlined above
4. Cookies
Our website may use cookies to enhance user experience. You may choose to disable cookies via your browser settings, though it may affect certain functionalities.
5. Your Rights
You may request to:
- Access the personal data we hold about you
- Correct any inaccuracies
- Withdraw consent where applicable
For any such requests, please write to us at vaibhav@nomismawealth.com
7. Changes to This Policy
We may update this Privacy Policy from time to time. The revised version will be posted on our website with an updated effective date.
8. Contact
For any questions or concerns regarding this Privacy Policy, please contact: vaibhav@nomismawealth.com