Privacy Policy

Who we are

Merisis Wealth Management Pvt. Ltd. ("Merisis Wealth", "we", "our") is a SEBI Registered Portfolio Manager (INP000006846) with its registered office at an address to be confirmed. This Privacy Policy describes how we collect and use personal information when you interact with this website, apply for services, or become a client.

Information we collect

We collect information you provide directly, including your name, contact details, financial information relevant to portfolio management, PAN, Aadhaar and other KYC documentation required by SEBI and PMLA regulations. We also collect information automatically through your use of this website, including your IP address, browser type, pages visited and time spent. This information is used to improve the website and is not linked to your identity.

How we use your information

• To provide portfolio management services and advisory
• To comply with SEBI regulations, PMLA and other applicable law
• To complete KYC verification as required
• To send you portfolio reports and statements as agreed
• To communicate with you about your account and services
• To respond to your enquiries

Legal basis for processing (DPDP Act 2023)

We process your personal data on the following bases: performance of a contract, compliance with a legal obligation, and your consent where required. Where we rely on your consent, you have the right to withdraw it at any time. Withdrawal of consent will not affect the lawfulness of processing prior to withdrawal.

Data sharing

We do not sell your personal data. We share your information only with: SEBI and other regulators as required by law; service providers who assist in delivering our services (custodians, depository participants, auditors) under contractual obligations; and legal and regulatory authorities where required.

Data retention

We retain your personal data for as long as you are a client and for the period required by applicable regulations thereafter. Under SEBI regulations, certain records must be retained for a minimum of five years.

Your rights under DPDP Act 2023

You have the right to access your personal data, correct inaccurate data, and, subject to applicable law, request erasure of your data. To exercise these rights, write to: privacy@merisiswealth.com.

Cookies

This website uses essential cookies necessary for the website to function. We also use analytics cookies to understand how visitors use the website. You can control cookies through your browser settings.

Contact for privacy matters

For questions about this Privacy Policy or your personal data, write to: privacy@merisiswealth.com or to the Compliance Officer at the registered address.