Privacy Policy

Effective Date: 20 January 2026

This Privacy Policy explains how Shreejeet Wealth collects, uses, stores, and protects your information when you access or use our website and services.

We want you to:

  • Feel comfortable using our website
  • Feel secure submitting your information
  • Understand how your information is used
  • Contact us with questions or concerns about privacy
  • Know that by using this site, you consent to the collection and use of certain data

By accessing or using this website, you agree to this Privacy Policy.


1. Information We Collect

A. Anonymous (Non-Personal) Information

When you visit our website, we may automatically collect standard technical and usage information such as:

  • Computer-identification information obtained through cookies
  • Your IP address
  • The domain server through which you access our website
  • Type of computer or device you are using
  • Type of web browser you are using
  • Pages visited and time spent on the website

This information does not personally identify you and is used only for analytical and operational purposes.

B. Personally Identifiable Information

We may collect the following personal information when you voluntarily provide it:

  • Name
  • Email address
  • ZIP / Postal code
  • Demographic profile (age, gender, occupation, education)
  • Financial information (annual income or investment details)
  • Opinions or feedback on our website or services

2. Who Collects This Information?

  • Shreejeet Wealth collects anonymous traffic information automatically
  • Personal information is collected only when you voluntarily provide it
  • Third-party service providers may collect anonymous data through cookies
  • We are not responsible for privacy practices of external linked websites

Any information disclosed in public areas (if any) becomes public information. Users should exercise caution when sharing personal details.


3. How We Use Your Information

We use personal information to:

  • Provide personalized investment services
  • Improve user experience
  • Tailor website content
  • Communicate with users when necessary

Internally, we may use your contact information to:

  • Improve products and services
  • Conduct surveys
  • Notify you of updates or offers
  • Send relevant communications

Anonymous traffic information is used to:

  • Improve website performance
  • Diagnose server issues
  • Understand user behaviour
  • Administer the website efficiently
  • Avoid showing repetitive advertisements

4. Sharing of Your Information

We do not disclose personally identifiable information to third parties unless:

  • You provide explicit permission
  • Disclosure is required by law
  • Regulatory or compliance obligations apply

Financial information is used only for service-related purposes.


5. Your Choices Regarding Your Information

  • Providing personal information is voluntary
  • Registration is not required for browsing
  • Some services may require registration

Upon request, we will:

  • Remove your personal information
  • Cancel your registration

6. Cookies and Browser Settings

Cookies are used for features such as customized pages and registered services. Disabling cookies may affect website functionality.


7. Data Security Measures

  • Secure servers
  • Restricted authorized access
  • Physical and electronic safeguards

Internet transmissions are not fully secure. Shreejeet Wealth is not liable for breaches beyond its control.


8. Regulatory & Compliance Note (AMFI)

Shreejeet Wealth is an AMFI Registered Mutual Fund Distributor. Data may be shared with:

  • Asset Management Companies (AMCs)
  • Registrar & Transfer Agents (RTAs)
  • Banks and payment gateways
  • SEBI / AMFI / Regulatory authorities

9. Policy Updates

This policy may be updated at any time. Changes take effect immediately upon posting.


10. Contact Us

Mobile: 9024219029, 8302919029
Email: info@shreejeetwealth.com