AMFI-registered Mutual Fund DistributorMFD · ARN-244686 · Valid till 29-04-2028 · Follows SEBI regulations Investor Charter Grievances
Privacy notice · DPDP Act, 2023

Your data, in plain language.

What we collect, why, how long we keep it and how to change your mind — under the Digital Personal Data Protection Act, 2023 and the DPDP Rules, 2025.

What we collect

Only what a purpose needs: contact details for enquiries; KYC and bank details for transactions, via KRA/exchange platforms.

Why

To respond to you, process investments you instruct, meet SEBI/AMFI/PMLA obligations — and, only if you opt in, send updates.

How long

Enquiries: [90] days unless you become a client. Client records: as long as the law requires, then erased.

Your rights

Access, correction, erasure, grievance redressal, nominating someone, and withdrawing consent — anytime.

What we process, why, and for how long

Each purpose is listed separately, and we ask for consent for each on its own.

Purposes of processing
PURPOSEPERSONAL DATABASISRETENTION
Respond to an enquiryName, mobile, email, city, topicYour consent[90] days, or until you withdraw
Onboard you as an investorKYC details, PAN, bank account, nominee, FATCA/CRS — on KRA / BSE StAR MF platformsConsent; legal obligation (SEBI, PMLA)Relationship + period required by law
Process transactions you instructFolio, scheme, amount, bank mandateConsent; legal obligationAs above
Resolve grievancesContact details, folio, complaintConsent; legal obligation[3] years after closure
Investor-education updatesEmail, WhatsApp numberSeparate, optional consentUntil you withdraw
Website analyticsPseudonymous usage dataOptional consent[13] months

Who we are

Chalamala Revanth, trading as WealthyVault, is the Data Fiduciary. Privacy contact: Chalamala Revanth, Grievance Officer — [email protected], +91 8801111814.

Who we share it with

Only where needed: KRAs, BSE StAR MF, AMCs and their Registrars (CAMS, KFintech), CKYC Registry, payment aggregators and banks for mandates, and our India-hosted cloud and email processors under contract. Regulators where the law requires. Never sold, never used for advertising.

Children's data

Investments for a minor are made through a guardian; we process a minor's data only with verifiable consent of the parent or lawful guardian, never for tracking or targeted advertising.

Security & breaches

Encryption in transit and at rest, role-based access with logging, and multi-factor authentication for staff. If a breach occurs, we inform affected individuals and the Data Protection Board of India as required.

Your rights

Access, correction, completion, erasure, withdrawal of consent, nomination and grievance redressal. We respond within [30] days; you may also complain to the Data Protection Board of India.

Consent managers & cookies

You may manage consent through a Consent Manager registered with the Data Protection Board, once available. Analytics cookies and embedded maps load only after you opt in.

Version [1.0] · Effective [DD-MM-YYYY]

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.