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Privacy Policy

Effective Date: 13 October 2025

Welcome to Evara Wealth ("Company," "we," "our," or "us"). Your privacy is important to us, and we are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, disclose, and safeguard your information when you visit our website or use our services.

By accessing our website or providing your information, you acknowledge that you have read and understood this Privacy Policy and agree to its terms.

Information We Collect

We may collect personal and non-personal information to provide our financial services efficiently.

Personal Information

Depending on the services you request, we may collect:

  • Full Name

  • Mobile Number

  • Email Address

  • Residential Address

  • Date of Birth

  • PAN or other government-issued identification details (where applicable)

  • Financial information required for investment, insurance, or loan-related services

  • Information submitted through enquiry forms, contact forms, or consultation requests

  • Any additional information voluntarily provided by you

Non-Personal Information

When you visit our website, we may automatically collect certain technical information, including:

  • IP Address

  • Browser type and version

  • Device information

  • Operating system

  • Date and time of your visit

  • Pages visited

  • Referring website

  • Website usage statistics

  • Cookies and similar technologies

How We Use Your Information

We use the information collected to:

  • Provide investment, insurance, and home loan assistance.

  • Offer financial planning and wealth management services.

  • Respond to your enquiries and consultation requests.

  • Process applications and documentation.

  • Improve our website and customer experience.

  • Maintain internal records.

  • Comply with legal, regulatory, and statutory obligations.

  • Send important service-related communications.

  • Inform you about products, services, updates, or promotional offers that may be relevant to you (you may opt out at any time).

Sharing of Information

We respect your privacy and do not sell, rent, or trade your personal information.

However, we may share your information with trusted third parties when necessary to provide our services, including:

  • Asset Management Companies (AMCs)

  • Registrar and Transfer Agents (RTAs)

  • Insurance Companies

  • Banks and Financial Institutions

  • Home Loan Providers

  • Technology and IT Service Providers

  • Government Authorities

  • Regulatory Bodies

  • Legal Advisors and Auditors where required by law

Information is shared only to the extent necessary for providing services or complying with applicable laws.

Data Security

We implement appropriate administrative, technical, and organizational security measures to protect your personal information from unauthorized access, misuse, disclosure, alteration, or destruction.

While we strive to use commercially acceptable methods to protect your information, no method of transmission over the Internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security.

Cookies

Our website may use cookies and similar technologies to:

  • Improve website functionality

  • Remember your preferences

  • Analyze website traffic

  • Enhance user experience

  • Monitor website performance

You may disable cookies through your browser settings; however, certain features of the website may not function properly.

Third-Party Websites

Our website may contain links to third-party websites for your convenience.

These websites operate independently and have their own privacy policies. Evara Wealth is not responsible for the privacy practices, content, or security of any third-party website.

We encourage users to review the privacy policies of any external websites they visit.

Your Rights

Subject to applicable laws, you may have the right to:

  • Access the personal information we hold about you.

  • Request correction or updating of inaccurate information.

  • Request deletion of your information where legally permissible.

  • Withdraw consent for receiving marketing communications.

  • Request clarification regarding the processing of your personal information.

Certain information may be retained where required by law or regulatory authorities.

Data Retention

We retain your personal information only for as long as necessary to:

  • Provide requested services.

  • Comply with legal and regulatory requirements.

  • Resolve disputes.

  • Maintain business records.

  • Enforce our agreements.

Once the information is no longer required, it will be securely deleted or anonymized where appropriate.

Children's Privacy

Our services are intended for individuals who are legally eligible to enter into financial transactions.

We do not knowingly collect personal information from children without appropriate parental or legal guardian consent where required by law.

Changes to This Privacy Policy

Evara Wealth reserves the right to modify or update this Privacy Policy at any time without prior notice.

Any changes will become effective immediately upon being published on this website. We encourage users to review this page periodically to stay informed about how we protect their information.

Limitation of Liability

While we make every reasonable effort to safeguard your information, Evara Wealth shall not be held liable for any unauthorized access, disclosure, loss, or misuse of information resulting from circumstances beyond our reasonable control, including cyberattacks, technical failures, or force majeure events.