Privacy Policy
Last updated: September 18, 2026
This Privacy Policy explains how Millionsworth Financial Services collects, uses, stores and shares personal information when you use our website, submit information through our forms, contact us or otherwise interact with our services. It also explains the choices available to you in relation to your personal information.
We use personal information only for relevant business, service, communication, compliance and website-operation purposes as described in this Privacy Policy.
About Millionsworth Financial Services
Millionsworth Financial Services provides financial planning support and distributes financial products and services as applicable to its business activities.
Millionsworth Financial Services is an AMFI Registered Mutual Fund Distributor | ARN-171940.
For the purposes of this Privacy Policy, “Millionsworth”, “we”, “us” and “our” refer to Millionsworth Financial Services.
Our office address is:
Flat No. 404, C Wing,
Rilletta CHS, Casa Rio Gold,
Palava, Nilje, Dombivli East,
Thane, Maharashtra 421204,
India.
Information We May Collect
The information we collect depends on how you interact with us and which services or website features you use.
Information You Provide to Us
You may voluntarily provide information such as:
- Name
- Email address
- Phone number
- Profession or occupation
- Financial planning interests or service requirements
- Information included in messages or enquiries
- Information submitted while requesting a consultation or portfolio review
- Investment portfolio statements or other documents voluntarily uploaded by you
- Information about income, liabilities, insurance, investments, financial goals, family responsibilities or other financial circumstances when relevant to a service requested by you
- Any other information you choose to provide to us
Please avoid providing information that is not reasonably required for your enquiry or the service being discussed.
Information Collected Automatically
When you use our website, certain technical information may be collected automatically, including:
- Internet Protocol (IP) address
- Browser type and version
- Device type and operating system
- Pages visited
- Date and time of visits
- Time spent on pages
- Referring pages or websites
- Other diagnostic or website-usage information
This information may be used to operate, secure, analyse and improve our website.
How We Use Personal Information
We may use personal information for purposes including:
- Responding to enquiries and consultation requests
- Understanding your financial planning or service requirements
- Preparing for meetings or discussions requested by you
- Reviewing information or documents voluntarily submitted by you
- Providing or supporting services requested by you
- Communicating with you regarding an existing enquiry, service or relationship
- Maintaining appropriate business and service records
- Coordinating with relevant financial product providers, insurers, lenders or other service providers where required and appropriate
- Coordinating with legal, tax or other professional specialists where their involvement is required and authorised
- Improving our website, communications and client experience
- Analysing website usage and performance
- Meeting applicable legal, regulatory, record-keeping or compliance requirements
- Protecting our website, systems, business and users against misuse, fraud or security incidents
Financial Information and Documents
Some of our services may require you to voluntarily provide financial information or documents, such as investment statements, portfolio information, insurance details, borrowing information or other financial records.
We use such information only for purposes relevant to the enquiry, review, planning process or service for which it was provided, together with associated record-keeping and compliance requirements.
Where involvement of a financial product provider, insurer, lender, legal professional, tax professional or another specialist is necessary, relevant information may be shared with that party as appropriate and subject to applicable consent, service and legal requirements.
Cookies and Website Analytics
Our website may use cookies and similar technologies to operate website functionality, remember preferences, understand website usage and improve the user experience.
Some cookies are necessary for the website to function properly. Other cookies, such as analytics or similar non-essential technologies, may operate according to the consent choices available through our website.
You may be able to accept, reject or change your preferences for non-essential cookies through the consent controls provided on the website. You may also control cookies through your browser settings.
Disabling certain cookies may affect some website functionality.
Analytics
We may use analytics services to understand how visitors interact with our website, including information such as pages viewed, visit duration, device information and general usage patterns.
Where consent is required for analytics technologies, they are intended to operate in accordance with the consent preferences selected by the visitor.
Email Communications and Newsletters
If you subscribe to a newsletter or request communications from us, we may use your email address and related information to send the requested content.
You can unsubscribe from marketing or newsletter communications using the unsubscribe option provided in the communication or by contacting us.
We may still send service-related or administrative communications where reasonably necessary in connection with an enquiry or existing relationship.
Sharing of Personal Information
We do not sell personal information.
We may share personal information only where reasonably necessary for purposes described in this Privacy Policy, including with:
- Website hosting, technology, email, communication, analytics or other service providers supporting our operations
- Mutual fund platforms, asset management companies or other financial product providers where relevant to services requested by you
- Insurance providers or related service providers where insurance implementation or servicing is requested
- Banks, NBFCs, lenders or related service providers where borrowing support is requested
- Legal, tax or other professional specialists where their involvement is appropriate
- Government, regulatory, judicial or law-enforcement authorities where disclosure is required by applicable law or valid legal process
- Other parties where you have specifically authorised us to share the information
We aim to limit information shared to what is reasonably relevant for the particular purpose.
Third-Party Service Providers
Our website and business operations may rely on third-party technology platforms, service providers and professional service providers.
These third parties may process information according to their own terms, privacy policies and applicable legal obligations. Where appropriate, you should review the privacy practices of third-party services before providing information directly to them.
Retention of Personal Information
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, for maintaining appropriate service and business records, or to meet applicable legal, regulatory, contractual or compliance requirements.
Retention periods may differ depending on the type of information, the service involved and applicable requirements.
Security of Personal Information
We take reasonable administrative, organisational and technical measures appropriate to our operations to protect personal information against unauthorised access, misuse, alteration, loss or disclosure.
However, no method of transmission over the internet or electronic storage can be guaranteed to be completely secure. Accordingly, we cannot guarantee absolute security of information transmitted or stored electronically.
Access, Correction and Deletion Requests
You may contact us to request access to, correction of, or deletion of personal information that you have provided to us, subject to applicable law and any legal, regulatory, contractual or record-retention requirements.
We may need to verify your identity before acting on certain requests.
In some circumstances, we may need to retain information even after receiving a deletion request where retention is required or permitted for legitimate legal, regulatory, compliance or record-keeping purposes.
Information Processing Outside Your Location
Some technology or service providers used in connection with our website or business operations may process or store information in locations outside your state or country.
Where this occurs, information may be subject to the privacy and data-protection requirements applicable in those jurisdictions as well as relevant contractual or technical safeguards implemented by the service provider.
Children's Privacy
Our website and services are not intended to solicit personal information directly from children.
A parent or guardian may provide limited information relating to children or other dependants where such information is relevant to financial planning, education planning, insurance, estate preparedness or other legitimate family financial requirements.
If you believe that a child has directly provided personal information to us without appropriate parental or guardian involvement, please contact us.
Links to Other Websites
Our website may contain links to websites or services operated by third parties.
We do not control the privacy practices, content or security of third-party websites. We encourage you to review the privacy policy of any third-party website before providing personal information through it.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our website, services, technology, business practices or applicable requirements.
When we make material changes, we will update the “Last updated” date shown at the top of this page. The revised Privacy Policy becomes effective when it is published on this website unless otherwise stated.
We encourage you to review this page periodically.
Contact Us
If you have questions about this Privacy Policy, the information we hold about you, or a privacy-related request, you can contact us at:
Millionsworth Financial Services
Email: support@millionsworth.com
Flat No. 404, C Wing,
Rilletta CHS, Casa Rio Gold,
Palava, Nilje, Dombivli East,
Thane, Maharashtra 421204,
India.
