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Privacy Policy

Effective Date: [07/07/2025]
Welcome to Opera Wealth. Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information across all our services — including mutual funds, insurance, RBI bonds, corporate FDs, NPS, term plans, and more.

🔹 1. Information We Collect

We may collect the following information:

  • Name, email address, phone number

  • KYC details (like PAN, Aadhaar, DOB)

  • Investment preferences, goals & risk appetite

  • Health/life insurance-related data (only if required)

  • Financial documents (voluntarily shared)

  • Website usage data via cookies or analytics tools

🔹 2. How We Use Your Information

We use your information to:

  • Offer personalized financial advice & product recommendations

  • Complete mutual fund, bond, insurance & NPS transactions

  • Maintain records for compliance (SEBI, AMFI, IRDAI, etc.)

  • Send alerts, reminders, and reports

  • Improve user experience and website functionality

🔹 3. Data Sharing & Protection

  • We do not sell or rent your personal information.

  • We may share data only with authorized third parties (like AMCs, insurers, or payment gateways) strictly for processing transactions.

  • All data is stored securely using industry-standard encryption and firewalls.

🔹 4. Cookies & Analytics

We may use cookies to:

  • Understand how visitors use our site

  • Improve performance and navigation

  • Deliver relevant content and offers

You can disable cookies via browser settings if you prefer.

🔹 5. Your Rights

You have the right to:

  • Access your personal information

  • Request correction or deletion

  • Opt-out of promotional communication

  • Withdraw consent for data processing at any time

To exercise these rights, contact us at the details below.

🔹 6. Third-Party Links

Our website may contain links to third-party websites like fund houses, insurers, or payment portals. We are not responsible for their privacy practices.

🔹 7. Policy Updates

This Privacy Policy may be updated from time to time. Updates will be posted here with the revised effective date.

🔹 8. Contact Us

For any questions, concerns, or data requests:
📧 Operawealth@gmail.com
📞 +91 982 812 0538

🛡️ Your trust is our biggest asset — and we protect it like one.

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OPERA WEALTH

511, 5th Floor, Arvanah Square, Hathipole, Udaipur(Raj.) - 313001

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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor | ARN- 67054  | Date of initial Registration: DD-MM-YY  | Current validity: DD-MM-YY
Desgined by Preet.
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