Privacy Policy & Statutory Disclosures

Privacy Policy Overview

At Prosperis Financial Advisory ("Prosperis", "we", "our", or "us"), we value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, store, and safeguard your information when you visit our website or use our advisory services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Full Name and Contact Details
• Mobile / WhatsApp Number
• Email Address
• Company / Business Name & Registration Number
• Financial or Funding Requirements
• Investment Preferences and Risk Profile
• Physical Address and Location details (where applicable)
• Technical data such as IP address, browser type, device identifiers, and pages visited
• Any documentation shared through consultation enquiry forms, email correspondence, or discovery sessions

2. How We Use Your Information

The information collected may be used for the following legitimate business purposes:

• To respond to your enquiries and deliver the requested financial advisory services
• To evaluate your financial, investment, funding, loan, insurance, or accounting requirements
• To communicate with you regarding your portfolio reviews, products, services, and regulatory updates
• To facilitate applications with financial institutions, commercial banks, institutional lenders, insurance companies, Asset Management Companies (AMCs), or angel/venture investors — strictly with your prior consent
• To maintain regulatory compliance under AMFI, IRDAI, and statutory authorities

3. Data Security

We implement appropriate administrative, technical, and organizational security measures to protect your personal information against unauthorized access, misuse, alteration, disclosure, or destruction. We adhere to strict bilateral Non-Disclosure Agreements (NDAs) when handling proprietary financial records.

4. Cookies and Website Analytics

Our website may use cookies and standard web analytics to enhance user experience, remember preferences, and analyse website traffic. Cookies do not generally collect personally identifiable information unless you voluntarily provide it. You may choose to disable cookies through your browser settings.

5. Sharing of Information

We do not sell, rent, or trade your personal information to third parties. Information is shared only with verified institutions (banks, institutional lenders, AMCs, insurers, or legal counsel) strictly necessary to execute your requested mandate or to satisfy statutory obligations.

6. Your Rights

You have the right to request access to, correction of, or deletion of your personal data held by us, or opt out of non-transactional communications at any time by writing to us.

7. Contact Us Regarding Privacy & Data Governance

For any privacy-related queries, statutory rights requests under the Digital Personal Data Protection Act 2023 (DPDPA), or data inquiries, please reach out directly: