Privacy Policy
Last updated: 6 October 2026
1. Who we are
SN Wealth provides investment distribution and client servicing. This policy explains how we handle website enquiries and information used for those services. Browsing this website alone does not constitute consent to unrelated processing or marketing.
2. Information collected
Depending on the form, we collect name, phone number, email, city, preferred meeting or call time, investment interests, approximate investment amount, messages, investment goal, timeframe and current investment stage. Calculator lead forms also send the calculator inputs and results with your contact details. Consent choices, notice version and submission time accompany the enquiry. These forms do not ask for PAN, PAN card images or a child’s personal details.
3. Why we use information
We respond to enquiries, arrange discussions and understand whether you want to start investing with SN Wealth. We do not use website enquiries for unrelated marketing calls, WhatsApp campaigns or marketing emails. For clients, we retain contact number, email and address for servicing, monthly portfolio reports and quarterly review meetings. Where necessary for obtaining statements of account (SOA), we retain the PAN number rather than a PAN card image. Portfolio and transaction information may be handled temporarily to complete requested work.
4. Where website enquiries go
Website forms email details to support@snwealth.in through our Hostinger-hosted website. We currently do not copy website leads into a CRM or Google Sheet. Our hosting and email providers process information to deliver these functions. Hosting, email copies and backups may hold information; deleting a working copy does not automatically erase every backup or provider log.
5. Service providers and sharing
Where necessary to provide a service you request, information may be handled by relevant AMCs, RTAs, KYC agencies, investment platforms and other product or service providers. We may disclose information where applicable law requires it. External services such as WhatsApp, YouTube and linked investment platforms have their own privacy policies. Google Analytics is loaded only if you accept analytics. Providers may process information outside India, subject to applicable restrictions; contact us for details about a specific service.
6. Retention and deletion
When an enquiry is closed because the person is not interested, our process is to delete the enquiry when it is no longer needed, except records whose retention is required under applicable law. For clients we retain the limited contact and PAN information needed for ongoing servicing. Temporary documents and working data are deleted after the work is completed when no further purpose or applicable retention obligation remains. Service records, consent evidence, statements and reports can themselves contain personal data. Legal, regulatory, security, dispute or audit obligations may require retention of particular records; we will explain any such restriction when responding to a deletion request. Provider backups and logs follow their applicable retention and deletion cycles.
7. Adults and parents
Website enquiry forms are intended for adults aged 18 or older. Parents or guardians may enquire about investing for a child using their own contact details. Do not submit a child’s personal details through these forms. Child-specific information needed for an investment must be handled separately through the relevant guardian verification, consent and investment onboarding process.
8. Cookies and analytics
Google Analytics collects visit and technical information only after an affirmative choice through our cookie controls. We disable advertising personalisation and Google Signals in the website configuration and remove URL query strings and fragments from the page-view location sent by these controls. We do not intentionally send form contact details to analytics. Read the Cookie Policy and use Cookie Preferences in the footer to change your choice.
9. Your requests and complaints
You can request information about processing and sharing, correction, updating or erasure, withdraw consent, raise a grievance or ask about nomination. See Your Data Rights & Grievance or use Withdraw Consent. We may need proportionate verification before releasing or changing personal records. We aim to resolve grievances promptly and within 90 days; this is our published grievance response period, not a promise that every record can be erased irrespective of applicable law.
10. Privacy contact and updates
Anushree Nagpure — Chairperson, DPDP Compliance, SN Wealth
support@snwealth.in · +91 98924 48809
Contact Anushree Nagpure about website or client-servicing information. Changes to purposes or material practices will be reflected in the policy and relevant notices; we will seek fresh consent where required.