Privacy Policy

Last updated: 23rd April 2026

At Sanidhya Mishra Wealth Advisory, your privacy is important to us. This Privacy Policy outlines how we collect, use, and protect your personal information in compliance with applicable Indian regulations and industry best practices.

1. Information We Collect

We may collect the following types of information:

Name, email address, and phone number
Financial and investment details
Risk profile and investment preferences
Documents you voluntarily share
Usage data related to your interaction with the website

2. How We Use Your Information

To assess your financial needs and risk profile
To provide personalized investment advisory services
To comply with SEBI regulatory requirements
To communicate important updates and service-related information
To improve our website and services

3. Data Sharing & Disclosure

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Your data may be disclosed:

If required by applicable law or regulation
To SEBI or other regulatory authorities during audits or inquiries
To trusted service providers (e.g., data storage or compliance tools) under strict confidentiality agreements

4. Data Security

We implement appropriate technical and organizational measures to safeguard your personal data against unauthorized access, alteration, disclosure, or destruction.

5. Your Rights

You have the right to:

Access the personal data we hold about you
Request correction or deletion of your data
Withdraw your consent at any time, subject to regulatory requirements

6. Contact Us

For any privacy-related concerns or queries, please contact:

Sanidhya Mishra
Email: connect@sanidhyamishrawealthadvisory.com
Phone: +919082173664

Disclaimer

Investment in securities is subject to market risks. Read all the related documents carefully.

Registration granted by SEBI and certification from NISM does not, in any way, guarantee performance or provide any assurance of returns to investors.