Legal

Privacy Policy

Your trust matters. This policy explains what information Deekshita Wealth™ collects, how we use it, who we share it with, and the choices you have.

Last updated: 31 October 2026

Information We Collect

We collect only what we need to understand your financial situation and offer suitable guidance.
Details you share directly: name, contact information, age, occupation, income, existing investments, liabilities, insurance policies, and financial goals.
Identity and regulatory documents provided during onboarding, such as PAN, Know Your Customer records, bank details, and proof of address.
Information sent through our consultation form, emails, phone calls, or WhatsApp conversations.
Basic technical data such as browser type and pages visited, collected automatically when you use this website.

To understand your goals, assess your current position, and prepare recommendations suited to your risk profile and investment horizon.
To complete Know Your Customer and account-opening requirements set by the Asset Management Companies and registrars we work with.
To answer your enquiries, schedule consultations, and keep you informed about the plans you have asked us to review.
To send service updates, portfolio review reminders, and information you have opted to receive.
To meet our legal, regulatory, and record-keeping obligations as an AMFI registered mutual fund distributor.

We do not sell, rent, or trade your personal information to anyone.
We share information only with the Asset Management Companies, registrars and transfer agents, insurance companies, and platform providers needed to open accounts and process the transactions you request.
We may share information with service providers who support our operations, such as onboarding platforms and communication tools, strictly to serve you.
We may disclose information when required by law, regulation, or a valid request from a regulator, court, or government authority.

We apply reasonable administrative, technical, and physical safeguards to protect the information you share with us.
Access to client records is limited to those who need it to do their work, and we ask our service partners to protect information to a comparable standard.
No method of transmission or storage is completely secure. While we work hard to protect your data, we cannot promise absolute security.

We retain client records for as long as our relationship is active and for the period required by applicable regulations, usually five to eight years after the relationship ends.
When information is no longer needed, we securely delete or anonymise it.

You may ask us to show you the personal information we hold about you and to correct anything that is inaccurate.
You may ask us to delete information we are not legally required to keep, or to stop sending you marketing information.
You can withdraw consent for optional communications at any time, and we will continue to serve you for the services you still need.
To make a request, write to us at founder@deekshitawealth.com and we will respond within a reasonable time.

This website may use basic cookies and analytics to understand how visitors use our pages so we can improve them.
These tools do not collect your financial information. You can control or disable cookies in your browser settings at any time.

Our website links to third-party services such as our consultation form and the secure onboarding portal. Those services are governed by their own privacy policies, and we encourage you to read them.
We are not responsible for the privacy practices of websites we do not control.

Our services are meant for adults. We do not knowingly collect personal information from children, except where a minor account is opened through a parent or legal guardian.

We may update this policy from time to time to reflect changes in our practices or the law. The updated version will be posted on this page with a new date.

If you have questions about this policy or how your information is handled, contact Roopesh Janmanchi at founder@deekshitawealth.com or call +91 9619900147.
Deekshita Wealth™ is a proprietorship of Roopesh Janmanchi, AMFI Registered Mutual Fund Distributor, ARN-361597, EUIN E690809.