Privacy Policy

1. Introduction
Govista Wealth (“we”, “us”, “our”) is committed to protecting the privacy and confidentiality of the personal information of its clients and website users.
This Privacy Policy explains how we collect, use, store and protect your information when you visit www.govistawealth.com or engage with us for wealth management and related financial services.

Information we collect

We may collect the following categories of information from you:

• Basic contact information such as name, email address, phone number and postal address when you submit enquiry forms, sign up for consultations or communicate with us.

• Optional information you choose to share, such as your financial goals, risk‑profile responses or preferences, when you fill in questionnaires or onboarding forms.

• Technical information such as IP address, browser type and pages visited, collected through standard website logs and analytics tools to improve site performance.

How we use your information

We use your personal information only for legitimate business purposes, including:

• To contact you in response to your enquiries and provide our wealth management, advisory or distribution services.

• To maintain our client records, perform internal analysis and improve our services and communication.

• To comply with applicable legal, regulatory and contractual obligations in India.

We do not sell your personal information to any third party and we do not use your name, phone number or other contact details for any purpose unrelated to your relationship with Govista Wealth, unless you have specifically consented to such use.

Use of data for marketing

We may send you educational content, service updates or invitations to events that are relevant to your financial interests.
You can opt out of receiving such communications at any time by using the unsubscribe option in our emails or by writing to us at the contact details given below.

Sharing of information with third parties

We understand your concern about confidentiality and commit to a strict, consent‑based sharing policy.

We will not share your personal information with any third party (including product manufacturers, platform providers, marketing agencies or other intermediaries) without your explicit consent, except in the following limited circumstances:

• When sharing is necessary to provide services you have requested (for example, to process transactions through authorised platforms, AMCs, insurers or registrars) and you have been informed of such sharing.

• When we are required or permitted to do so by law, regulation or regulatory authorities (such as SEBI, tax authorities or law‑enforcement agencies).

• When sharing is necessary to protect our rights, property or safety, or that of our clients, in accordance with applicable law.

Any third party with whom we share information for mandated business purposes is expected to maintain reasonable security and confidentiality standards.

Data security and retention

We use reasonable technical and entity-level measures to safeguard your personal information against unauthorized access, disclosure, alteration or destruction.
We retain your information only for as long as necessary to fulfil the purposes described in this Policy and to meet legal, regulatory and record‑keeping requirements.

Your rights

Subject to applicable law, you may:

• Request access to the personal information we hold about you.

• Ask for corrections or updates to any inaccurate or incomplete information.

• Withdraw any consent you have previously given for specific uses of your data, including marketing communications.

If you wish to exercise these rights, please contact us using the details below.

Grievance and contact details

If you have any questions about this Privacy Policy or concerns about how your information is being used, you may contact us at:

• Email: govistawealth@gmail.com 

• Phone: 7892880200

We will aim to acknowledge your query or grievance within a reasonable time and respond in accordance with applicable regulations.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements or technology.
Any updated version will be posted on www.govistawealth.com with an effective date, and your continued use of the website after such changes will be deemed acceptance of the revised Policy.