Privacy Policy

Velwealth (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [velwealth.com], use our services, or interact with us. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site or use our services.

1. Information We Collect

Personal Information:When you use our services, we may collect personal information such as your name, email address, phone number, age, location, investment amount, and financial goals.

Non-Personal Information:We may also collect non-personal information, such as your browser type, IP address, operating system, and website usage data, to help us improve our services.

2. How We Use Your Information

We use the information we collect to:

• Match you with suitable financial advisors.
• Communicate with you about our services.
• Improve our website and services.
• Respond to your inquiries and provide customer support.
• Comply with legal obligations and protect our rights.

3. Sharing Your Information

We may share your personal information with:

• Financial advisors to match you with the best fit for your financial needs.
• Third-party service providers who assist us in operating our website and providing our services.
• Law enforcement or regulatory agencies, if required by law or to protect our rights.

4. Data Security

We implement reasonable security measures to protect your information from unauthorized access, use, or disclosure. However, no internet or email transmission is ever fully secure or error-free. Please take special care in deciding what information you send to us.

5. Your Rights

You have the right to:

• Access, update, or delete your personal information.
• Opt-out of receiving communications from us.
• Request a copy of the personal information we hold about you.
• Object to the processing of your personal information.

To exercise these rights, please contact us at [info@velwealth.com].

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to read their privacy policies before providing any personal information.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

• Email: info@velwealth.com

Thank you for trusting Velwealth with your financial advisor matching needs. Your privacy is important to us, and we are committed to protecting your personal information.

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