Privacy Policy

Absolutely. Since DhanWay's website privacy policy should focus on the services currently being presented, I would remove all references to insurance.

The relevant sections should read as follows:

1. Information We May Collect

Depending on how you interact with our website and services, we may collect information such as:

• Name

• Mobile number

• Email address

• Date of birth

• Profession or occupation

• Financial goals and investment-related information voluntarily provided by you

• Information submitted through enquiry, consultation or contact forms

• Information required for providing mutual fund and taxation-related services

• Any other information that you voluntarily provide to us

We aim to collect only information that is reasonably required for the relevant purpose.

2. How We Use Your Information

The information you provide may be used to:

• Respond to your enquiries and requests

• Contact you regarding services you have expressed interest in

• Facilitate mutual fund-related services and transactions

• Coordinate taxation services through our associated Chartered Accountants and tax professionals

• Provide service-related information and updates

• Improve our website, services and user experience

• Meet applicable legal, regulatory, accounting and compliance requirements

We do not use your information for purposes unrelated to the reason for which it was collected unless permitted or required under applicable law.

3. Sharing of Information

DhanWay does not sell or commercially trade your personal information.

Where necessary for providing a service requested by you, information may be shared with relevant mutual fund entities, AMCs, registrars, KYC agencies, transaction platforms, technology service providers, taxation professionals, Chartered Accountants or other authorised service providers.

Information may also be disclosed where required by applicable law, regulation, court order, government authority or regulatory authority.

4. Mutual Fund Services

When you use DhanWay's mutual fund services, certain information may need to be shared with the relevant mutual fund, AMC, registrar, KYC agency, transaction platform or other authorised intermediary for processing your investment or service request.

Such information will be handled in accordance with applicable laws, regulations and the privacy practices of the respective entities.

5. Taxation Services

Taxation services offered through DhanWay may involve assistance from associated Chartered Accountants and tax professionals.

Information provided for taxation purposes may be shared with such professionals where necessary to deliver the requested service and meet applicable tax and regulatory requirements.

6. Cookies and Website Information

Our website may use cookies and similar technologies to improve website functionality, understand visitor behaviour and enhance user experience.

You may manage cookie preferences through your browser settings. Disabling certain cookies may affect some website features.

7. Third-Party Websites

Our website may contain links to external websites, including websites of mutual fund companies, AMCs, registrars, regulators, financial institutions and other service providers.

DhanWay does not control the privacy practices of these external websites. We recommend reviewing their respective privacy policies before providing personal information.

8. Protection of Your Information

We take reasonable technical, organisational and administrative measures to protect personal information against unauthorised access, misuse, alteration, disclosure or loss.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

9. Data Retention

We retain personal information only for as long as reasonably necessary for providing services, maintaining records, resolving disputes, or meeting applicable legal and regulatory obligations.

10. Your Privacy Choices

You may contact us to:

• Request access to personal information held by us

• Request correction of inaccurate information

• Ask questions about how your information is being used

• Withdraw consent where processing is based on consent, subject to applicable legal and regulatory requirements

• Request deletion of information where applicable

Certain information may need to be retained where required by law or for regulatory, contractual or compliance purposes.

11. Changes to This Privacy Policy

DhanWay may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements or regulatory framework.

Any updated version will be published on this page with the revised effective date.

12. Contact Us

If you have any questions, concerns or requests relating to this Privacy Policy or your personal information, please contact us:

Website: www.dhanway.in
Email: support@dhanway.in
Phone: +91 92170 38600