This website is operated by Srivathsan, Wealth Advisor, for the purpose of providing information about wealth advisory services and enabling prospective clients to make contact. We are committed to protecting your privacy and handling your personal data with care and transparency.
1. Information We Collect
We may collect the following categories of personal information when you interact with this website or contact us directly:
- Contact information — your name, email address, phone number, and country of residence, when you submit an enquiry or reach out via any channel on this site.
- Communication content — the content of messages you send to us via email, WhatsApp, or any contact form on this website.
- Usage data — standard web server logs including your IP address, browser type, referring URL, and pages visited. This data is collected automatically and used solely for website security and performance monitoring.
We do not collect sensitive financial or investment data through this website. Any such information shared in the course of an advisory relationship is governed by a separate client agreement.
2. How We Use Your Information
We use the information you provide solely for the following purposes:
- To respond to your enquiries and provide information about wealth advisory services.
- To schedule consultations or follow-up communications at your request.
- To send you information you have specifically requested.
- To comply with applicable legal and regulatory obligations.
We do not use your personal information for automated profiling, targeted advertising, or any purpose unrelated to the advisory services described on this website.
3. WhatsApp & Messaging Communications
This website offers the option to contact us via WhatsApp. If you choose to initiate contact through WhatsApp:
- Your message and contact details will be received by Srivathsan for the sole purpose of responding to your enquiry.
- WhatsApp communications are subject to Meta's own Privacy Policy in addition to this policy.
- We will not send you unsolicited messages via WhatsApp. Any communication initiated by us will be in direct response to your request or part of an ongoing advisory relationship you have opted into.
- You may opt out of WhatsApp communications at any time by informing us through any available contact channel.
Where we use the WhatsApp Business API, such use complies with Meta's Business Messaging policies and applicable data protection laws.
4. Sharing of Information
We do not sell, rent, or trade your personal information to any third parties. We may share your information only in the following limited circumstances:
- With service providers — we may use trusted third-party services (such as email or messaging infrastructure) solely to operate this website and communicate with you. These providers are contractually prohibited from using your data for any other purpose.
- As required by law — we may disclose your information if required to do so by applicable law, regulation, or court order.
5. Data Retention
We retain personal information only for as long as necessary to fulfil the purposes described in this policy, or as required by applicable law. Enquiry data is typically retained for up to 24 months. If you become a client, data retention is governed by the applicable client agreement and regulatory requirements.
You may request deletion of your data at any time by contacting us (see Section 10).
6. Security
We take reasonable technical and organisational measures to protect your personal information against unauthorised access, loss, or misuse. However, no method of electronic transmission or storage is entirely secure, and we cannot guarantee absolute security.
7. Your Rights
Depending on your country of residence, you may have the following rights in relation to your personal data:
- Access — to request a copy of the personal data we hold about you.
- Correction — to request correction of inaccurate or incomplete data.
- Deletion — to request that we delete your personal data.
- Objection — to object to the processing of your data in certain circumstances.
- Withdrawal of consent — to withdraw any consent you have given at any time.
To exercise any of these rights, please contact us using the details in Section 10. We will respond within 30 days.
8. Cookies
This website does not currently use tracking cookies, analytics platforms, or advertising cookies. Basic session data may be logged by the web server for security and performance purposes only. This data is not shared with third parties and is not used to identify individual visitors.
9. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated policy will be posted on this page with a revised effective date. We encourage you to review this policy periodically.
10. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact:
- Name: Srivathsan
- Title: Wealth Advisor
- Email: hello@srivathsan.co
- Office Email: srivathsangamb@rathi.com
- Phone / WhatsApp: +971 52 846 9456
- Location: Dubai, UAE
- Website: srivathsan.co