1. Privacy Commitment

Welher Investment is committed to maintaining the privacy, confidentiality and security of personal information shared with us through our website, forms, service interactions and investment-related processes.

We process personal data only for legitimate business, service, compliance, communication and regulatory purposes connected with our role as a mutual fund distributor and related client servicing functions.

2. Scope & Applicability

This policy applies to individuals who interact with Welher Investment through our website, enquiry forms, email, phone, onboarding processes, service requests and transaction support channels.

It covers data collected during lead generation, KYC-related coordination, investor communication, risk profiling inputs, transaction assistance and ongoing client servicing.

3. Information We Collect

Depending on the nature of your interaction, we may collect identity details such as name, PAN, date of birth and KYC-related information; contact details such as mobile number, email address and postal address; financial and banking details required for investment processing; and information relating to your investment preferences, risk profile and service history.

We may also collect limited website usage information such as browser details, device type and cookie-based interaction data for analytics, performance and service improvement purposes.

4. Purpose of Data Collection

Your personal data may be used for investor onboarding support, KYC and documentation coordination, mutual fund transaction facilitation, communication of service updates, responding to enquiries, recordkeeping, compliance monitoring and meeting lawful obligations applicable to financial intermediaries and related service providers.

We may also use the data to improve our website experience, maintain internal records and provide relevant follow-up communication in connection with services requested by you.

5. Data Sharing Rules

We may share data only on a need-to-know basis with ecosystem participants such as Asset Management Companies, Registrar and Transfer Agents, KYC Registration Agencies, payment-related service providers, technology vendors, auditors, legal advisers or regulatory authorities where required for lawful processing, service fulfilment or compliance.

We do not sell, rent or trade your personal information to unrelated third-party advertisers or marketing data brokers.

6. Storage & Security

We use reasonable administrative, technical and operational safeguards to help protect personal data against unauthorised access, misuse, loss, alteration or disclosure. These measures may include controlled access, password protection, limited internal access, vendor safeguards and appropriate record handling practices.

However, no digital transmission or storage system can be guaranteed to be completely secure, and users should share information with appropriate caution.

7. Retention & Disposal

We retain records for as long as necessary for the purpose for which they were collected and for such additional periods as may be required under applicable legal, regulatory, tax, audit, anti-money laundering or operational requirements.

Once retention is no longer required and lawful disposal is permissible, records may be securely deleted, destroyed, anonymised or otherwise disposed of in accordance with internal controls and applicable requirements.

8. Your Rights

Subject to applicable law and the nature of processing, you may request access to your personal data, seek correction or updating of inaccurate information, request erasure where legally permissible, or raise grievances regarding data handling.

Some requests may remain subject to identity verification and overriding legal or regulatory retention obligations.

9. Cookies

Our website may use cookies or similar technologies to improve site performance, remember user preferences, understand visitor behaviour and enhance user experience. You may modify browser settings to block or manage cookies, although doing so may affect some website functions.

10. Third-Party Links

Our website may contain links to third-party websites, including regulator, AMC, RTA or service-provider portals. We are not responsible for the privacy practices, content, availability or security standards of such external websites, and users should review their respective policies separately.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect business, legal, website or regulatory changes. Any revision will be posted on this page along with the latest updated date.

12. Contact Us