Privacy Policy

Effective Date:January 01, 2026

1. Overview

Profitree Wealth ("we," "us," or "our") operates as a premier wealth advisory firm. This policy outlines how we handle the sensitive financial data collected through our platform to provide you with personalized investment strategies and portfolio consultations.

2. Information We Collect

To provide accurate financial planning and advisory, we collect:

Full Name & Identity Proof
Income & Asset Details
Investment Risk Profile
Email & Contact Records
Tax Identification (PAN/TAN)
Bank Account Mandates

3. Use of Financial Data

Your data is utilized strictly for professional fiduciary purposes:

Portfolio Optimization

To calculate risk-adjusted returns and diversify your asset allocations effectively.

Regulatory Compliance

To ensure all advisory services meet KYC, AML, and SEBI regulatory standards.

4. Security Standards

We implement bank-grade encryption and security protocols to protect your wealth data. We strictly adhere to a non-disclosure policy: your information is never sold to third-party marketers. Data is shared only with certified advisors and custodial partners necessary to execute your investment mandates.

Privacy Questions?

If you have questions regarding the security of your financial data, please contact our Compliance Officer.

Contact Compliance