Privacy Policy

Personal Information

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to investment consultations such as investment goals and risk tolerance
• Professional details including employment information and investment experience level

Automatically Collected Information

• Website usage data including pages visited, time spent, and navigation patterns
• Device information such as IP address, browser type, and operating system
• Cookies and tracking technologies for website functionality and user experience improvement

We use collected information for the following purposes:

• Providing personalized investment consultation services and financial advice
• Communicating about appointments, market updates, and investment opportunities
• Improving our services through analysis of user preferences and consultation effectiveness
• Complying with legal requirements and regulatory obligations in the financial services industry

We may share your information in the following circumstances:

• With trusted service providers who assist in delivering our investment consultation services
• When required by law, regulation, or legal process including financial industry compliance
• In connection with business transfers, mergers, or acquisitions affecting our consultation practice

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our security practices include encryption, secure servers, and regular security assessments.

You have certain rights regarding your personal information:

• Access to your personal data and information about how we process it
• Correction of inaccurate or incomplete personal information
• Deletion of your personal data under certain circumstances
• Objection to processing of your personal information for specific purposes

We use cookies and similar technologies to enhance your experience on our website and provide personalized investment consultation services.

Our investment consultation services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

We may update this Privacy Policy periodically to reflect changes in our practices or applicable privacy laws. We will notify you of any material changes by posting the updated policy on our website.

If you have questions about this Privacy Policy or our privacy practices, please contact us: