Samarth Wealth Management is a fast growing company offering services in Wealth Management and Financial Planning. Our strength lies in strong knowledge, vast experience and ethics which ensure best quality for our clients.Our Core philosophy is ‘Growth is Everything’ .We believe that our growth lies in the client’s growth and prosperity. Hence, our business is led by creativity, entrepreneurship and all of our efforts are directed into providing growth to the client. We grow because we make our clients grow and prosper.We believe in educating our clients and making them financially aware of their investments and enable them in better decision making.We strive to provide our clients with the best possible financial solutions to help them achieve their goals and dreams. Currently we cater to over 400 clients and our clientele include CXOs, Presidents and Directors of many listed and private companies.
Access to this web site is a confirmation that you understand and agree to be bound by all of the terms and conditions.
We are committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement. We take the protection and proper use of your personal information seriously and are committed to protecting your personal information in our possession.
WE MAY COLLECT THE FOLLOWING INFORMATION:
Name and contact details.
Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN).
Demographic information such as gender and income.
Other information that can help us improve our services.
WE MAY REQUIRE THIS INFORMATION FOR THE FOLLOWING REASONS:
- To conduct Know-Your-Customer (KYC) registration as required by SEBI and/or other regulatory bodies.
- To perform compliance checks and keep / maintain internal records.
- To use the information to improve our products and services.
- To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting.
- Your financial information to make investment recommendations, and to execute your investment instructions only.
From time-to-time, we may also use your information to contact you via phone or email for market research purposes.
We will not sell, distribute or lease your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.
We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
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COOKIES AND WEB BEACONS
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If you wish to disable cookies, you may do so through your individual browser options. More detailed information about cookie management with specific web browsers can be found at the browsers’ respective websites.
All logos and trademark belong their respective owners and (if any) are displayed on the site or the platform are for information purpose only.
We have no access to or control over these cookies or such activities that are used by third-party advertisers.
THIRD PARTY PRIVACY POLICIES