This Privacy Policy explains how Certus Wealth Advisors LLP collects, uses and protects personal information when you visit certuswealthadvisor.com or contact us. We handle personal information with care and use it only for the purposes described here.
Who we are
Certus Wealth Advisors LLP (LLPIN: ADB-8793) ("Certus", "we", "us") operates this website. For any privacy question or request, write to us at info@certuswealthadvisor.com or call +91 88824 89425.
Information we collect
We collect information that you choose to give us, mainly through the enquiry forms on this website, by email, by phone or on WhatsApp. Depending on the form, this may include:
Your name, phone or WhatsApp number, email address and city
The service or stage you are interested in, and your relationship to an investment holder (for example holder, legal heir or nominee)
Company, institution or business details you share with us, and the message you write
For partner enquiries: your firm name and profession
We ask you not to send identity documents, account numbers or other sensitive records through the website forms. If documents are needed for your matter, we will agree a suitable way to share them during the consultation.
Like most websites, our hosting and security systems also record limited technical information automatically, such as your IP address, browser type and the pages you visit, to keep the website secure and working properly.
How we use your information
To respond to your enquiry and arrange a consultation
To review your case and explain the options and processes that may apply
To provide the services you engage us for, and to keep you informed about your matter
To work with professional partners you have been referred by or agree to involve
To meet legal, regulatory and record-keeping obligations
To keep the website secure and improve how it works
We do not sell your personal information, and we do not use it for unrelated marketing without your consent.
Legal basis and consent
We process your information with your consent, which you give when you submit a form and tick the consent box, and where it is needed to respond to your request, provide our services or meet legal obligations. You can withdraw your consent at any time by writing to us; this will not affect processing already carried out.
Sharing your information
We share personal information only where needed, and only with:
Service providers who help us run the website and our communications, such as our website hosting and email providers
Companies, registrars, depositories, banks, insurers or authorities, when this is required to carry out the matter you have asked us to handle and you have agreed to it
Professional partners, such as chartered accountants or lawyers, with your agreement
Authorities, where we are required to do so by law
Cookies and third-party services
This website uses a small number of cookies and similar technologies that are needed for it to work properly and securely, for example to remember form submissions and to speed up page loading. The website also loads fonts from Google Fonts. If you click a WhatsApp, Facebook, Instagram or LinkedIn link, those services apply their own privacy policies.
How long we keep information
We keep enquiry information only for as long as needed to respond to you and, if you become a client, for the duration of our engagement and any period required by law or for legitimate record-keeping. After that, we delete or anonymise it.
How we protect your information
We use reasonable technical and organisational measures to protect personal information, including a secure (https) connection for this website and restricted access to enquiries. No method of transmission over the internet is completely secure, but we work to protect the information you share with us.
Your rights
Subject to applicable law, including the Digital Personal Data Protection Act, 2023, you may ask us to:
Confirm what personal information we hold about you and how we use it
Correct or update inaccurate or incomplete information
Delete your information, where we are not required to keep it
Withdraw consent you have given
To make a request or raise a concern, contact us at info@certuswealthadvisor.com. We will respond within a reasonable time.
Children
This website is intended for adults. We do not knowingly collect personal information from children. Where a matter concerns a minor, for example as a legal heir, we deal with their parent or legal guardian.
Changes to this policy
We may update this Privacy Policy from time to time. The latest version will always be on this page, with the date it was last updated.