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About the Advisor
Advisory Services
Portfolio Advisory
Financial Planning
Review & Rebalancing
Equity & Equity Derivatives Strategies
Trending Trading System
Advisory Process
Fees & Disclosures
Investor Education
Client Onboarding
Home
About the Advisor
Advisory Services
Portfolio Advisory
Financial Planning
Review & Rebalancing
Equity & Equity Derivatives Strategies
Trending Trading System
Advisory Process
Fees & Disclosures
Investor Education
Client Onboarding
Login
Privacy Policy
Privacy Policy
Pritesh Shah (“Investment Advisor”, “we”, “us”) is committed to protecting the privacy and confidentiality of client information.
Information Collected
Personal details such as name, email, phone number
Financial information voluntarily provided
KYC and onboarding information
Website usage data
Purpose of Collection
Providing advisory services
Risk profiling and suitability assessment
Regulatory compliance
Communication with clients
Data Security
Information stored securely
Access restricted to authorised persons
Data not sold, rented, or shared except where required by law
Client Rights
Clients may request access, correction, or deletion of personal data where legally permissible.
