Information We Collect
We may collect the following information:
Personal Information
- Full Name
- Email Address
- Phone Number
- City/Location
- Investment Preferences
Any information submitted through contact forms, consultation requests, or other communications
Technical Information
- IP Address
- Browser Type
- Device Information
- Website Usage Data
- Cookies and Analytics Data
How We Use Your Information
The information collected may be used to:
- Respond to your inquiries and requests.
- Provide information about our services.
- Schedule consultations and meetings.
- Improve our website and user experience.
- Send market insights, newsletters, and updates (only if permitted).
- Comply with legal and regulatory requirements.
- Protect against fraud, unauthorised access, or misuse.
Cookies
Our website may use cookies and similar technologies to enhance user experience, analyse website traffic, and improve website functionality.
You can disable cookies through your browser settings; however, certain features of the website may not function properly.
Information Sharing
MoneyTree Partners does not sell, rent, or trade your personal information to third parties. We may share information only in the following circumstances:
- When required by law or regulatory authorities.
- With trusted service providers who assist in operating our website or business.
- To protect our legal rights, safety, or property.
- With your consent.
Data Security
We implement reasonable security measures to protect your personal information from unauthorised access, disclosure, alteration, or destruction. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Third Party Websites
Our website may contain links to third party websites. We are not responsible for the privacy practices, content, or security of those websites. We encourage users to review the privacy policies of any third party sites they visit.
Data Retention
We retain personal information only for as long as necessary to fulfil the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
Regulatory Disclaimer
MoneyTree Partners provides wealth management and financial distribution services. Investments in mutual funds, PMS, AIFs, SIFs, and other market linked products are subject to market risks.
Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not indicative of future results.Changes to This Privacy Policy
We reserve the right to modify or update this Privacy Policy at any time. Any changes will be posted on this page with an updated revision date.