Privacy Policy

Wealth Vision Research (SEBI Research Analyst Reg. No. INH000029379) respects your privacy. This policy explains what personal information we collect through https://wealthvisionresearch.com and in the course of providing research services, why we collect it, how we protect it, how long we keep it, and the choices available to you.

1. Information We Collect

Information you provide to us

• Enquiry data: name, email address, mobile number, subject and the content of your message when you use our contact form.
• Onboarding and KYC data: identity and address proof, PAN and other information required under applicable law for fee-paying Research Analyst clients.
• Payment data: bank transaction reference, UPI reference or cheque details. We do not collect or store card numbers, CVV, UPI PIN or net-banking credentials.
• Correspondence: emails, messages and call records relating to the services.

Information collected automatically

• Server logs: IP address, browser user-agent, requested URL and timestamp, recorded by the web server for security and diagnostics.
• Cookies: a single essential session cookie used to keep the contact form secure against cross-site request forgery. We do not use advertising or cross-site tracking cookies.

2. Why We Use Your Information

• To respond to your enquiry and provide the research services you have subscribed to.
• To complete Research Analyst client onboarding and KYC as required by law.
• To raise invoices, process payments and maintain accounting records.
• To maintain records of research, client communications and complaints as required under the SEBI (Research Analysts) Regulations, 2014.
• To handle and redress grievances, and to respond to regulatory or legal requests.
• To protect the website and our clients against fraud, abuse and security threats.

We do not use your data for automated profiling or advertising, and we do not sell, rent or trade it.

3. Legal Basis and Consent

We process personal data on the basis of your consent, the performance of our contract with you, and our obligation to comply with the record-keeping and reporting requirements imposed on Research Analysts under Indian securities law. Where processing rests on consent, you may withdraw it at any time, subject to our overriding obligation to retain records that law requires us to keep.

4. Disclosure of Information

We disclose personal information only in these limited circumstances:

• To SEBI, its recognised supervisory bodies, or any statutory, regulatory or judicial authority, where required by law or a valid order.
• To our professional advisers, auditors and compliance auditors, under a duty of confidentiality.
• To service providers who host our website or process payments, strictly to the extent needed to deliver the service, and under contractual confidentiality obligations.
• Where you have given us explicit permission to do so.

We never sell, rent, or share your personal information with third parties for their marketing purposes.

5. Data Security

We apply reasonable technical and organisational measures to protect personal data, including encrypted transport (HTTPS), access control on stored data, CSRF protection on web forms, server-side input validation, restricted file permissions and regular software updates. Access to client data is limited to the Research Analyst and, where applicable, personnel bound by confidentiality obligations.

No method of transmission or storage is completely secure. While we work to protect your information, we cannot guarantee absolute security, and you share information with us at your own risk.

6. Data Retention

• Client records, KYC and research records: retained for a minimum of five years from the end of the relationship, as required under the SEBI (Research Analysts) Regulations, 2014.
• Records under litigation or regulatory examination: retained until the matter is finally disposed of.
• Website enquiry data: retained for up to 24 months from the date of the enquiry unless it becomes part of a client record.
• Server access logs: retained for a limited period for security and diagnostic purposes.

7. Your Rights

• Access: request a copy of the personal data we hold about you.
• Correction: ask us to correct inaccurate or incomplete data.
• Erasure: ask us to delete data that we are not required by law to retain.
• Withdrawal of consent: withdraw consent for processing that relies on it.
• Opt-out: unsubscribe from non-essential communications at any time.
• Grievance: raise a privacy complaint with our Grievance Officer.

To exercise any of these rights, write to [email protected]. We will respond within 30 days of verifying your identity.

8. Cookies

This website uses one essential session cookie to secure form submissions. It contains no personal information, is not shared with third parties, and expires when you close your browser. Web fonts are loaded from Google Fonts, which may record the request in its own logs. You may block cookies in your browser settings; the site will continue to work, but the contact form may reject submissions.

9. Children

Our services are not directed at persons under 18 years of age and we do not knowingly collect their personal data. If you believe a minor has provided us information, contact us and we will delete it.

10. Third-Party Websites

This website links to external sites, including those operated by SEBI. Those sites have their own privacy policies, and we are not responsible for their content or practices.

11. Changes to This Policy

We may update this policy from time to time. The revised version will be posted on this page with an updated date. Material changes affecting existing clients will additionally be notified by email.

12. Contact for Privacy Matters

Last updated: August 2026.