Privacy Policy
Effective Date: Dec 3rd, 2026

Globalview Wealth Pvt Ltd (“we,” “our,” “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [globalviewwealth.com] or engage with our services.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
1. Information We Collect

Personal Information: Name, contact details, PAN, KYC documents, and other identifiers provided voluntarily.

Financial Information: Investment preferences, transaction details, and compliance records necessary for mutual fund distribution and advisory services.

Technical Information: IP address, browser type, device information, and cookies to improve website functionality.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

2. How We Use Your Information

To provide financial advisory, mutual fund distribution, and compliance services.
To process transactions, maintain records, and meet regulatory obligations under SEBI, AMFI, and Indian taxation laws.
To communicate updates, newsletters, and event invitations (with opt‑out options).
To improve website performance, user experience, and security.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

3. Disclosure of Information

We do not sell or rent your personal information. We may share data only with:

Regulatory Authorities: SEBI, AMFI, Income Tax Department, GST authorities, etc., as required by law.

Service Providers: Technology partners (e.g., Investwell, hosting providers) who support our operations under strict confidentiality agreements.

Legal Compliance: When disclosure is necessary to protect rights, comply with legal obligations, or enforce agreements.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

4. Data Security

We implement industry‑standard measures including encryption, secure servers, and restricted access to protect your information. However, no method of transmission over the internet is 100% secure.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

5. Your Rights

Access, correct, or update your personal information.
Withdraw consent for marketing communications.
Request deletion of data, subject to regulatory retention requirements.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

6. Cookies & Tracking

We use cookies to enhance browsing experience. You may disable cookies in your browser settings, though some features may not function properly.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

7. Third‑Party Links

Our website may contain links to external sites. We are not responsible for their privacy practices.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

8. Changes to This Policy

We may update this Privacy Policy periodically. The revised version will be posted on our website with the updated effective date.
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

9. Contact Us

For questions or concerns regarding this Privacy Policy, please contact:

Globalview Wealth Pvt Ltd
Email: atish@globalviewwealth.com
Phone: +91‑9004105432
Address: A/204, Aditya CHSL, Krishnastal Compound, Mira Gaon, Mira Road E, Thane 401107