Privacy Policy

1. Introduction

At Millionsworth Financial Services, we deeply value your privacy and are completely committed to protecting your personal information. This Privacy Policy outlines our practices and applies to all visitors using our website or contacting our firm for guidance.

2. Information We Collect

We only collect the information necessary to serve you effectively. This may include:

Information voluntarily shared: Your name, email address, mobile number, city, and any other details you choose to provide through our contact forms or appointment requests.
Priority Canvas information: Your Priority Canvas answers remain on your browser unless you choose to submit them with a booking request.
Automatically collected information: General, non-identifiable technical data such as browser type, basic device information, IP address, pages visited on our site, and the date and time of your visit.

3. How We Use Your Information

The information we collect is strictly utilized to provide and improve our services. Specifically, we use your information to:

Respond to your enquiries and communications.
Schedule requested consultations or financial reviews.
Use a submitted Priority Canvas summary to prepare for the review conversation you requested.
Improve your overall website experience.
Provide the specific wealth management or planning services you have requested.
Send important service-related communication regarding your accounts or our firm.
Meet applicable legal or regulatory obligations.

Please note: We guarantee that your personal information is never sold to third parties.

4. Cookies & Website Analytics

Our website may use basic cookies—small text files placed on your device—to function efficiently and reliably. We use cookies to:

Improve your browsing experience.
Remember your basic site preferences.
Save your Priority Canvas progress privately in your browser until you clear it or choose to submit it.
Understand generic website usage patterns to improve our content and performance.

Visitors maintain full control over these files and can easily disable or manage cookies and local browser storage at any time through their personal browser settings.

5. Sharing of Information

Your personal information is not sold, rented, or traded under any circumstances. We may only share information in the following limited situations:

When strictly required by law, regulatory bodies, or legal processes.
With trusted service providers strictly supporting our secure website operations (who are bound by confidentiality agreements).
With our form-submission provider when you submit a contact form or booking request.
With your explicit, prior consent to facilitate specific financial transactions or services.

If you attach a Priority Canvas to a booking request, that summary is shared with Millionsworth along with the contact details you submit in the same form.

6. Data Security

We deploy reasonable administrative, technical, and organizational safeguards to protect your personal information against unauthorized access, disclosure, or alteration.

However, while we strive to use commercially acceptable means to protect your personal data, we must clarify that no method of transmission over the internet or method of electronic storage is completely, 100% secure.

7. Data Retention

We retain personal information only for as long as is necessary to fulfill the purposes for which it was collected, including:

To continue providing requested services.
To meet necessary legal and regulatory obligations.
To resolve disputes and enforce our agreements.
To maintain accurate and required business records.

8. Your Rights

You maintain rights over the personal data you share with us. Visitors and clients may request to:

Access the personal information we have collected about them.
Correct any inaccurate or outdated information.
Request the deletion of their data (where legally permissible and not required for regulatory compliance).
Withdraw consent for future marketing or service communications.

To exercise any of these rights, please utilize the contact information provided at the bottom of this policy.

9. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or regulatory obligations. The latest, most current version will always appear directly on this page, indicated by the "Last Updated" date at the top.

10. Contact Us

If you have any questions regarding this Privacy Policy or how your data is handled, please reach out to us:

Millionsworth Financial Services
Email: support@millionsworth.com
Phone: +91 98330 26555
Office:
404-C, Rilletta CHS, CASA Rio Gold,
Palava City, Nilje, Dombivli East,
Thane, Maharashtra 421204

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