Geld Wealth Management

Privacy Policy

Effective Date: May 8, 2025


At Geld Wealth, we are committed to safeguarding your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your data when you interact with our services.


1. Information We Collect

We may collect the following types of information:

  1. Personal Identification Information: Name, email address, phone number, postal address, date of birth, and other identifiers.
  2. Financial Information: Bank account details, investment preferences, income details, and other financial data necessary for providing our services.
  3. KYC Documentation: As required by regulatory authorities, we collect Know Your Customer (KYC) documents such as PAN card, Aadhaar card, passport, or utility bills.
  4. Usage Data: Information on how you use our website and services, including IP address, browser type, pages visited, and time spent on our site.


2. How We Use Your Information

Your information is used to:

  1. Provide and manage our wealth management services.
  2. Comply with legal and regulatory requirements.
  3. Communicate with you regarding your investments, account updates, and promotional offers.
  4. Enhance our website and services based on user behavior and feedback.


3. Sharing Your Information

We do not sell or rent your personal information. However, we may share your data with:

  1. Regulatory Authorities: To comply with legal obligations and regulatory requirements.
  2. Service Providers: Third-party vendors who assist in delivering our services, such as IT support, payment processing, and customer service.
  3. Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.


4. Data Security

We implement robust security measures to protect your data from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, firewalls, and secure server facilities.


5. Your Rights

You have the right to:

  1. Access the personal information we hold about you.
  2. Request correction of any inaccurate or incomplete data.
  3. Withdraw consent for data processing, subject to legal and contractual obligations.
  4. Request deletion of your personal information, where applicable.


6. Cookies and Tracking Technologies

Our website uses cookies to enhance user experience, analyze site traffic, and personalize content. You can manage your cookie preferences through your browser settings.


7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of these external websites.


8. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.


9. Contact Us

For questions or concerns regarding this Privacy Policy, please contact us at:


Geld Wealth

309, Unique Industrial estate, Twin tower lane, opp siddhivinayak temple,

Prabhadevi, Mumbai – 400024

Email: support@geldwealth.in

Phone: +91 8422 887155