Privacy Policy

Introduction to Privacy and Data Stewardship

At Ortus Wealth, we recognize that our clients entrust us not only with their financial aspirations but also with their private information. This Privacy Policy outlines our unwavering commitment to safeguarding the personal data of our Retail, HNI, and UHNI clients. As a premier distribution and facilitation platform for sophisticated financial products, we ensure that all data processed through our website is handled with the highest degree of confidentiality and in strict accordance with global data protection standards, including GDPR and CCPA.

Information Collection and Strategic Use

To provide a bespoke wealth management experience and facilitate access to premium financial products such as Mutual Funds, PMS, and Structured Products, we collect information that allows us to serve your unique financial needs effectively.

• Directly Provided Information: We collect personal identifiers including your full name, contact details, financial profiles, and investment preferences provided during consultations or through our digital inquiry forms.
• Automated Technical Data: Our systems automatically capture institutional-grade analytics, including IP addresses, browser specifications, and navigation patterns, to optimize our website’s performance and security.
• Purpose of Processing: Collected data is utilized to personalize wealth solutions, facilitate transactions with our authorized and regulated partners, and fulfill our statutory obligations without ever making unsolicited claims of guaranteed returns.

Data Protection, Sharing, and Client Rights

Ortus Wealth employs rigorous security protocols to ensure the integrity of your data, reflecting our commitment to building and protecting your legacy.

• Controlled Disclosure: Your information is only shared with regulated financial institutions, product manufacturers, or legal authorities when necessary to execute services or comply with mandatory regulatory frameworks.
• Institutional Security: We implement advanced encryption, secure socket layers, and restricted access controls to protect your information from unauthorized access, alteration, or disclosure.
• Client Empowerment: You maintain the right to access, rectify, or request the erasure of your personal data, as well as the right to object to specific processing activities, ensuring you remain in control of your digital footprint.

Policy Governance and Inquiries

This Privacy Policy is a living document and may be updated periodically to reflect evolving regulatory landscapes or enhancements in our service delivery. We encourage our clients to review this page regularly to stay informed about our data protection practices.

Should you have any questions regarding this policy or the management of your personal information, please contact our compliance office at privacy@ortuswealth.com.