Privacy Policy

Sahyadri Wealth Partners

Last Updated: 19th April 2026

Introduction

Sahyadri Wealth Partners (“we”, “our”, or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you interact with our website and services.

By using our website or engaging with us, you agree to the terms outlined in this policy.

Information We Collect

a. Personal Information

  • Name

  • Email address

  • Phone number

  • Financial preferences or interests (shared voluntarily)

b. Communication Data

  • Information shared via contact forms

  • Email or phone communication records

How We Use Your Information

We use your information to:

  • Respond to your enquiries and requests

  • Provide advisory-related information and services

  • Schedule consultations or calls

  • Improve our website and user experience

  • Maintain internal records and compliance requirements

We do not sell, rent, or trade your personal information.

Confidentiality & Data Protection

We maintain strict confidentiality standards consistent with the nature of financial advisory services.

Your information is:

  • Stored securely

  • Accessed only by authorised personnel

  • Protected against unauthorised access, misuse, or disclosure

Sharing of Information

We do not share your personal information with third parties except:

  • When required by law or regulatory authorities

  • With trusted service providers (e.g., hosting, analytics), under strict confidentiality agreements

  • With your explicit consent

Data Retention

We retain your information only for as long as necessary to:

  • Fulfil the purpose for which it was collected

  • Comply with legal and regulatory obligations

Your Rights

You have the right to:

  • Access the personal information we hold about you

  • Request corrections or updates

  • Request deletion of your data (subject to legal obligations)

  • Withdraw consent for communication

To exercise these rights, please contact us using the details below.

Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Email: connect@swpinvest.in
Phone: +91 XXXXX XXXXX

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in regulations or our practices. The latest version will always be available on our website.