How we protect
your information.

Information we collect

We collect information you provide directly and information generated as you use our websites and services. This includes:

• Identity and contact details, such as your name, email address, phone number, and company or role.
• Inquiry details, including the reason you contacted us, the topics you asked about, and any documents you choose to share.
• Usage data, such as pages viewed, device and browser type, approximate location derived from IP address, and referral source, gathered through standard server logs and cookies.
• Relationship information if you become a client of one of our regulated entities, collected under that entity's separate privacy notice.

How we use it

We use your information to respond to inquiries, provide requested materials, operate and improve our websites, meet legal and regulatory obligations, and maintain the security of our systems. We do not sell your personal information. Where we share data with service providers, we do so under contractual limits that prohibit use for their own purposes.

Legal basis

For visitors in regions with applicable data protection law, we rely on one or more of the following: your consent (for non essential cookies), our legitimate interest in operating and securing our business, and compliance with legal obligations. Where you engage a regulated entity as a client, additional bases apply under that entity's privacy notice.

Cookies

We use a limited set of cookies to keep the site working and to understand aggregate usage. Our Cookie Policy describes each category and how to manage your preferences. You can withdraw consent at any time where consent is the basis for a cookie.

Your rights

Depending on your location, you may have the right to access the personal data we hold about you, request correction of inaccurate data, request deletion of data we no longer need, and opt out of certain processing such as marketing communications. To exercise these rights, contact us at privacy@wealthdoor.com. We will verify your identity and respond within the timeframe required by applicable law.

Data retention

We keep personal information only as long as necessary for the purposes described here or to meet legal, accounting, and reporting requirements. Inquiry records are generally retained for a limited period after the matter closes, unless a longer period is required by law or a client relationship justifies it.

Cross-border transfer

Wealthdoor Group operates across the United States and India. Information you submit may be accessed by personnel and processors in both countries, and by providers that support our group operations. Where we transfer personal data across borders, we rely on appropriate safeguards consistent with applicable law.

Contact

Questions about this policy or your personal data can be sent to privacy@wealthdoor.com. For matters tied to a specific regulated entity, that entity's own privacy notice governs and should be your first point of reference.

Last updated: 2026. This page is reviewed periodically and may change as our practices or applicable law evolve.