Privacy Policy

How we collect, use, and protect your personal data with full transparency.

This Privacy Policy explains how Veritas Financial Consultants collects, uses, shares, and protects your information when you use our website and services.

  1. Information We Collect

    • Personal details such as name, contact information, and demographic data you provide via forms or during onboarding.
    • Information related to your financial profile, risk tolerance, and investment preferences is part of our advisory process.
  2. Use of Information

    • To provide and improve our advisory services.
    • To communicate with you regarding services, updates, and compliance requirements.
    • To comply with legal and regulatory obligations.
  3. Cookies & Tracking

    • Our website may use cookies or similar technologies to improve user experience and analyse site usage. You can manage cookie preferences through your browser settings.
  4. Data Sharing

    • We do not sell your personal data.
    • We may share data with regulatory authorities, service providers, or partners only as required for compliance or service delivery, under appropriate safeguards.
  5. Data Security

    • We retain information for as long as required by law or as needed to provide services and maintain records.
  6. Data Retention

    • We retain information for as long as required by law or as needed to provide services and maintain records.
  7. Your Rights

    • You may request access, correction or update of your personal information held by us, subject to applicable law.​
  8. Changes to This Policy

    • We may update this Privacy Policy from time to time. Changes will be posted on this page.​

For any privacy-related queries, you may contact our Grievance Officer at: support@veritas-fin.com