Effective date: 30 October 2026
Circle Wealth Advisors Pvt. Ltd. (SEBI Registration Number: INA000016782) (“we”, “our”, “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store and protect your information when you visit our website or otherwise interact with us.
By using our website or sharing your information with us, you agree to this Privacy Policy.
1. Information we collect
We may collect the following personal information directly from you:
- Full name
- Email address
- Phone number
- Residential address
We do not collect sensitive personal data (such as Aadhaar, PAN, financial records or health data) through our website.
2. How we use your information
We use the information we collect to:
- Respond to your queries and requests
- Send updates, newsletters and marketing communication about our services
- Improve our website and your experience of it
- Meet our legal and regulatory obligations under SEBI guidelines
3. Data sharing and disclosure
We do not sell, rent or trade your personal information. We may share your data only:
- When required by applicable laws, regulations or regulatory authorities (including SEBI)
- With service providers engaged by us to support our communication, IT or compliance needs, subject to confidentiality obligations
4. Data retention
We retain your personal information for as long as necessary to fulfil the purposes in this policy, or as required by applicable law and SEBI regulations.
5. Security measures
We use appropriate technical, physical and managerial safeguards to protect your information against unauthorised access, alteration, disclosure or destruction. However, no online system is completely secure, and we cannot guarantee absolute security.
6. Your rights
You may:
- Request access to the personal information we hold about you
- Request correction of inaccurate or incomplete data
- Request deletion of your information, subject to regulatory and legal requirements
To exercise these rights, write to manage@circlewealthadvisors.com.
If your concern is not resolved satisfactorily, you may approach the Data Protection Board of India, SEBI (for investment-related privacy issues), or consumer forums (for service-related concerns).
7. Regulatory compliance
This Privacy Policy is intended to comply with:
- SEBI (Investment Advisers) Regulations, 2013
- Digital Personal Data Protection Act, 2023
- Information Technology Act, 2000
- Prevention of Money Laundering Act, 2002
- Companies Act, 2013
- Consumer Protection Act, 2019
- Other applicable privacy and data protection laws
8. Children’s privacy
Our services are not intended for minors. We do not knowingly collect information from anyone under the age of 18.
9. Updates to this policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
10. Contact us
Circle Wealth Advisors Pvt. Ltd.
Email: manage@circlewealthadvisors.com
Phone: +91 99670 67658
For grievances: Head of Customer Care, Sakshi Shah
Email: Sakshi@circlewealthadvisors.com
Phone: +91 88794 93071
Main office: Madhava Premises, 701/702, adjacent to Family Court, E Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051
