Privacy Policy
At Unienfin Wealth Private Limited (formerly known as CAPNXTPMO Pvt Ltd), we understand the sensitive nature of your financial information and are deeply committed to protecting your privacy. This Privacy Policy outlines how we collect, use, store, and disclose your personal data in compliance with applicable laws and regulations in India, including the Digital Personal Data Protection Act, 2023.
By using our website, you consent to the practices described in this policy. We collect personal information that is necessary to provide you with our wealth management services. This may include your name, contact details (address, phone number, email), date of birth, financial information (income, assets, investment portfolio details), PAN, Aadhaar (where legally permissible and with your explicit consent, used primarily for KYC purposes), bank account details, and other information relevant to your financial goals and risk profile. We collect this information directly from you through our website forms, during consultations, and through other secure channels.
Your personal data is used to understand your financial needs, provide tailored wealth management advice, execute transactions on your behalf, manage your investment portfolio, comply with legal and regulatory obligations (such as KYC and anti-money laundering), and communicate with you about our services and market updates. We may also use anonymized and aggregated data for internal analysis and service improvement. We implement robust security measures, including encryption, firewalls, and secure server infrastructure, to protect your personal data from unauthorized access, use, or disclosure. We restrict access to your personal information to authorized personnel who need to know this information to provide services to you. We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected or as required by law.
We may share your personal information with regulatory authorities, custodians, and other service providers who assist us in delivering our services. These third parties are contractually obligated to protect your data. We do not sell or rent your personal information to third parties for marketing purposes without your explicit consent. You have the right to access, correct, or update your personal information held by us. You also have the right to withdraw your consent (where applicable) and to raise grievances regarding the processing of your data.
Please contact our Grievance Officer with your contact details at arn@unienfin.in for any such requests or concerns. We may update this Privacy Policy from time to time, and the latest version will be posted on our website. We encourage you to review it periodically.