Privacy Policy

1. Introduction
Advent Financial (“we”, “us”, “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 and use our services. By using our services, you agree to the collection and use of your information in accordance with this Privacy Policy.

2. Information We Collect
We may collect the following types of personal information from you:
• Personal Identification: Name, contact details (email, phone number), address, date of birth, Aadhaar number, PAN, and other KYC-related information.
• Financial Information: Income, investment details, bank account information, and tax-related details.
• Usage Data: Information such as your IP address, browser type, operating system, and browsing history on our website.

3. How We Use Your Information
We use the information we collect to:
• Provide financial planning and wealth management services.
• Conduct compliance checks (e.g., KYC/AML).
• Manage and improve our services.
• Send you important updates, newsletters, and promotional materials (with your consent).
• Respond to inquiries and provide customer support.
• Meet regulatory and legal obligations.

4. Sharing Your Information
We do not sell your personal information. However, we may share your information in the following circumstances:
• With third-party service providers for operational purposes, such as handling payments, maintaining customer databases, or conducting audits, provided they adhere to data privacy laws.
• To regulators or government bodies, where required by law.
• With your consent, for marketing purposes or referrals to other professionals.

5. Data Security
We employ industry-standard security measures to protect your data. This includes encryption, access control, and regular security audits. However, no transmission over the internet can be guaranteed to be completely secure, and you provide personal information at your own risk.

6. Data Retention
We retain your information as long as necessary to provide services to you or as required by law. After that, your data will be deleted or anonymized.

7. Cookies
We use cookies to enhance user experience and track website usage patterns. You can adjust your browser settings to refuse cookies, though this may limit the functionality of the website.

8. Your Rights
You have the right to:
• Access and update your personal information.
• Request the deletion of your information, subject to applicable legal requirements.
• Opt out of marketing communications at any time.

9. Third-Party Links
Our website may contain links to external websites. We are not responsible for the privacy practices of such third-party websites.

10. Changes to this Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website, and we encourage you to review it periodically.

11. Contact Us
If you have any questions or concerns about this Privacy Policy or your personal data, please contact us at:
• rahul@adventfa.com
• 1704 Water Lily, Nahar Amrit Shakti, Chandivali, Mumbai 400 072 (Maharashtra, India)

PRIVACY POLICY