HelloWealth Financial ServicesHelloWealth

Privacy Policy

Last updated: 6 July 2026

HelloWealth Financial Services("we", "us", "our") operates https://hellowealthadvisory.com. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following categories of information:

  • Information you provide directly, such as your name, email address, phone number, and message content when you book a consultation, subscribe to our newsletter, or contact us.
  • Usage data, such as pages visited, calculator inputs (stored only in your browser and shareable links, never on our servers unless you submit a form), device and browser type, and referring pages.
  • Cookies and similar technologies, as described in our Cookie Policy.

How We Use Your Information

  • To respond to consultation requests and general inquiries.
  • To send newsletters and educational content, where you have opted in.
  • To improve our website, content, and calculators.
  • To comply with applicable legal and regulatory obligations as an AMFI-registered Mutual Fund Distributor.

How We Share Your Information

We do not sell your personal information. We may share it with service providers who help us operate the website (such as email delivery and hosting providers), or where required by law.

Data Security

We take reasonable technical and organizational measures to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at kabirbhupeshraj@gmail.com. You may unsubscribe from our newsletter at any time using the link in any email we send.

Third-Party Links

Our website may link to third-party sites (such as our YouTube channel or booking calendar). We are not responsible for the privacy practices of those third-party sites.

Changes to This Policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision.

Contact Us

For questions about this Privacy Policy, contact us at kabirbhupeshraj@gmail.com.

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