01. Information collected through forms
Our forms may ask for your name, mobile number, email address, service interest, investment amount range and message. The contact page currently validates entries on your device without sending or saving them to our servers. The mutual fund form opens WhatsApp with your details in a draft; opening that link passes the draft to WhatsApp, and you must tap Send to share the enquiry with us. Please avoid including passwords, payment credentials or sensitive documents in an enquiry.
02. How information is used
Information you choose to share with WealthPilot360 is used to understand your enquiry, respond to your questions, discuss requested services and manage related follow-up. Website usage information helps us understand which pages and tools are useful and improve the website. Share only information relevant to your request.
03. Contact and enquiry communication
When you contact us by phone, email or WhatsApp, we receive the information you share through that channel. We may use your contact details to respond and follow up about your enquiry. You can ask us to stop optional follow-up messages using the contact details below.
04. Analytics and browser storage
This website uses Google Analytics when enabled to measure page visits and interactions, such as button clicks and calculator use. Analytics may use cookies and collect browser, device and usage information. It is currently enabled by default, and the site can store an analytics preference in your browser. Our custom analytics events do not include form names, email addresses, phone numbers, message text or financial amounts. You can manage cookies through your browser settings; blocking cookies alone may not prevent every analytics request.
05. Data security
No website, transmission method or storage system can guarantee complete security. Please take care when sharing personal information, use trusted devices and contact us if you suspect that information shared with us has been misused. Avoid sending confidential financial documents through a general enquiry form.
06. Third-party services
Google Analytics, WhatsApp, email providers and external financial-service platforms process information under their own privacy policies. Following an external link or opening a message draft may share information with the relevant provider. Review its privacy practices before using the service. WealthPilot360 does not control how independent third parties handle your information.
07. Your choices and privacy requests
You may contact us to ask about information you have shared, request access, correction or deletion, or ask to withdraw permission for optional communications. We may need to verify your identity before acting on a request. Requests are handled subject to applicable requirements, including any obligations to retain records. You can choose not to share optional information, though this may limit how we can assist you.
08. Policy updates
We may update this policy as the website or our practices change. The latest version will appear on this page with an updated date. Please review it periodically to stay informed about how information is handled.