Privacy Policy

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Privacy Policy for Book My Abundance

Last Updated: 18-11-2024

At Book My Abundance, we prioritize your privacy and are committed to safeguarding the personal and financial information you entrust to us. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you use our tailored wealth management services.

1. Information We Collect We may collect the following types of personal information:

• Personal Identification Information: Name, address, email address, phone number, date of birth, and identification documents.
• Financial Information: Income, assets, investment history, financial goals, bank account details, and other relevant financial data.
• Usage Data: Information on how you interact with our website and services, including IP address, browser type, device information, and access times.
• Communication Data: Records of communications, including emails, phone calls, and other correspondence with us.
  

2. How We Use Your Information We use the collected information for the following purposes:

• To provide and manage our wealth management services.
• To develop customized financial plans and strategies.
• To process transactions and deliver service-related updates.
• To comply with legal and regulatory requirements.
• To improve our services and user experience through feedback and analysis.
• To communicate with you regarding service updates, promotional offers, or other relevant information.
  

3. Sharing and Disclosure of Information We may share your personal data only in the following situations:

• With Trusted Service Providers: Third-party partners who assist in delivering our services, bound by confidentiality obligations.
• For Legal Compliance: To comply with applicable laws, regulations, or legal processes, or to respond to a lawful request.
• Business Transfers: In the event of a merger, acquisition, or asset sale, your information may be transferred as part of the business operations.
  

4. Data Security We implement robust security measures to protect your data from unauthorized access, disclosure, alteration, or destruction. Our systems are monitored and regularly updated to mitigate potential security risks.

5. Retention of Data We retain your personal and financial information only as long as necessary for the purposes outlined in this policy or as required by law. Once no longer needed, data will be securely deleted or anonymized.

6. Your Rights Depending on your jurisdiction, you may have the right to:

• Access your personal data.
• Request correction of any inaccurate or incomplete information.
• Request deletion or restriction of your data.
• Object to the processing of your data.
• Withdraw consent where processing is based on consent.

To exercise these rights, please contact us at advisors@riqueza.in.

7. Cookies and Tracking Technologies Our website may use cookies and similar tracking technologies to enhance user experience and gather information about site traffic. You can choose to disable cookies through your browser settings, although some features may be limited as a result.

8. Third-Party Links Our website may contain links to third-party sites. We do not control these sites and are not responsible for their privacy practices. We encourage you to review the privacy policies of these external sites.

9. Updates to This Policy We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically for any updates.

10. Contact Us If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Book My Abundance
Email: advisors@riqueza.in

Your trust is important to us, and we are committed to protecting your privacy and providing transparent information on how we manage your personal and financial data.