Privacy Policy

WorthOS Technologies Private Limited ("Worth", "we", "us") is committed to protecting the privacy of users of the Worth platform and advisory services. This Privacy Policy outlines how we collect, use, store, and protect your personal and financial information.

1. Information We Collect

We may collect the following information:

Personal identification: Name, email address, phone number, address.
Financial information: Income details, investment holdings, liabilities, bank account details (via Account Aggregator framework with your consent), goals, and risk profile.
Technical data: Device information, IP address, browser type, usage analytics.
Communication data: Messages, queries, and feedback submitted through the platform.

2. How We Use Your Information

To provide investment advisory services and platform features.
To conduct risk profiling and suitability assessments.
To improve platform functionality and user experience.
To comply with legal and regulatory requirements.
To communicate important updates, service changes, and respond to queries.

3. Data Sharing

We do not sell, rent, or share your personal or financial data with third parties for their marketing purposes. Data may be shared only:

With your explicit consent (e.g., Account Aggregator data sharing).
With service providers who assist in operating the platform under strict confidentiality agreements.
When required by law, regulation, or legal proceedings.

4. Data Security

We implement industry-standard security measures including encryption of data in transit and at rest, access controls, and regular security audits. However, no system is 100% secure, and we cannot guarantee absolute security of your data.

5. Data Retention

We retain your data for as long as necessary to provide services and comply with legal obligations. You may request deletion of your data, subject to regulatory retention requirements.

6. Your Rights

Access your personal data held by us.
Request correction of inaccurate data.
Request deletion of your data (subject to regulatory requirements).
Withdraw consent for data processing.

7. Cookies & Analytics

The Worth platform may use cookies and analytics tools to improve user experience. You can control cookie settings through your browser.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated through the platform.

9. Contact

Privacy Compliance Officer — Tanish Sadh

Email: tanish@worthostech.com

Address: A-85, Sector 5, Noida, Uttar Pradesh, India – 201301