Privacy Policy
Last modified: December, 2025
Introduction
CLARITAS WEALTH AND DISTRIBUTION LLP (“we,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website https://claritaswealth.in/ or engage with our wealth management and distribution services.
Information We Collect
We collect information necessary to provide financial services and comply with regulatory requirements (KYC).
A. Personal Information
We may collect personally identifiable information, including but not limited to:
Name, PAN Card Number, and Aadhar Number (for KYC).
Contact details: Email address, Phone number, Residential address.
Financial details: Bank account information, Income details, Investment history.
Nominee details.
B. Non-Personal Information
We may collect technical data such as your IP address, browser type, operating system, and browsing behavior on our site to improve user experience.
How We Use Your Information
We use your data for the following purposes:
Service Provision: To process investment transactions (Mutual Funds, AIF, PMS, etc.) and open accounts with AMCs/providers.
Regulatory Compliance: To fulfill Know Your Customer (KYC) norms mandated by SEBI, AMFI, and PMLA (Prevention of Money Laundering Act).
Communication: To send portfolio statements, transaction confirmations, market updates, and newsletters.
Client Support: To respond to your inquiries and resolve grievances.
Disclosure of Information
We value your trust and do not sell your personal data. However, we may share your information with:
Regulatory Bodies: SEBI, AMFI, FIU-IND (Financial Intelligence Unit), or tax authorities if required by law.
Product Providers: Mutual Fund Houses (AMCs), Registrars (CAMS/KFintech), and Trustees to execute your investments.
Service Providers: Third-party vendors who assist us with IT infrastructure, CRM, or email services (bound by confidentiality agreements).
Data Security
We implement appropriate technical and organizational security measures to protect your personal information. However, please note that no electronic transmission over the internet is 100% secure. We cannot guarantee absolute security but strive to use commercially acceptable means to protect your data.
Cookies
Our website may use “cookies” to enhance your experience. You can choose to set your web browser to refuse cookies or to alert you when cookies are being sent. Note that some parts of the website may not function properly without cookies.
Retention of Data
We retain your personal information and investment records for as long as required by SEBI regulations and Indian tax laws (typically a minimum of 8-10 years), even after you stop using our services.
Your Rights
Subject to applicable laws, you have the right to:
Request access to the personal data we hold about you.
Request correction of inaccurate or incomplete data.
Withdraw consent for marketing communications (unsubscribe).
Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated date will be mentioned at the top of this page.
Contact Information
For legal queries or grievances, please contact us at:
Address: 2006, One World by Sanjar, SV Road, Malad West, Mumbai, Maharashtra – 400064
Email: info@claritaswealth.in