Effective Date: 24 September , 2025

Circle Wealth Advisors (SEBI Registration Number : INA000016782)  (“we”, “our”, “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website cwa.co.in or otherwise interact with us.

By using our website or sharing your information with us, you agree to the terms of this Privacy Policy.

1. Information We Collect
We may collect the following personal information directly from you:

  • Full Name
  • Email Address
  • Phone Number
  • Residential Address

We do not collect sensitive personal data (such as Aadhaar, PAN, financial records, or health data) through our website.

2. How We Use Your Information

We use the information collected for:

  • Responding to your queries and requests
  • Sending updates, newsletters, and marketing communication about our services
  • Improving our website and user experience
  • Meeting legal and regulatory obligations under SEBI guidelines

3. Data Sharing and Disclosure

We do not sell, rent, or trade your personal information.
We may share your data only in the following situations:

  • When required under applicable laws, regulations, or by regulatory authorities (including SEBI)
  • With service providers engaged by us to support our communication, IT, or compliance needs, subject to confidentiality obligations

4. Data Retention

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this policy or as required by applicable law and SEBI regulations.

5. Security Measures

We use appropriate technical, physical, and managerial safeguards to protect your information against unauthorized access, alteration, disclosure, or destruction. However, no online system is completely secure, and we cannot guarantee absolute security.

6. Your Rights

You may:

  • Request access to the personal information we hold about you
  • Request corrections to inaccurate or incomplete data
  • Request deletion of your information, subject to regulatory and legal requirements

To exercise these rights, you can contact us at manage@circlewealthadvisors.com

Escalation: If your concern is not resolved satisfactorily, you may approach:

  • Data Protection Board of India
  • SEBI (for investment-related privacy issues)
  • Consumer forums (for service-related concerns)

Regulatory Compliance Statement:
a. This privacy policy complies with:

  • SEBI (Investment Advisers) Regulations, 2013
  • Digital Personal Data Protection Act, 2023
  • Information Technology Act, 2000
  • Prevention of Money Laundering Act, 2002
  • Companies Act, 2013
  • Consumer Protection Act, 2019
  • Other applicable privacy and data protection laws

7. Children’s Privacy

Our services are not intended for minors. We do not knowingly collect information from individuals under the age of 18.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

Circle Wealth Advisors Pvt. Ltd.
Website: www.cwa.co.in
 Email: manage@circlewealthadvisors.com
 Phone: +91 99670 67652

For Grievances, Contact :
Head of Customer Care: Sakshi Shah
Email: Sakshi@cwa.co.in
Phone: +91 88794 93071

Main Office Address: Madhava Premises, 701/702, adjacent to Family Court, E Block BKC, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400051

Branch Office Address: 701, Gera Imperium Rise, Opp. Wipro Circle, Hinjawadi Phase 2, Pune – 411057