This Privacy Policy explains how NerdyBird Wealth Advisory LLP (“NerdyBird”, “we”, “our”, “us”) collects, uses, stores, and protects personal and financial information of clients and users of our services, in compliance with the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and applicable SEBI Regulations.

By accessing or using our website, applications, or services, you consent to the practices described in this Privacy Policy.

1. Information We Collect:

We may collect the following categories of information:

• Personal Identification Details
  Name, gender, date of birth, nationality, marital status, father’s/mother’s/spouse’s name, signature.

• Contact Information
  Residential/mailing address, email address, phone number.

• KYC & Regulatory Information
  Aadhaar (only where legally mandated), voter ID, passport details, photograph, income/financial details, investment experience, and risk profile.

• Transactional & Financial Information
  Bank account details, demat account details, investment preferences, income tax details, past investment history.

• Technical Information
  IP address, browser type, cookies, device details, operating system, and activity logs for fraud prevention and service improvement.

2. Purpose of Collection and Use: 

Your information is collected and processed for the following purposes:

• To comply with SEBI, RBI, PMLA, and KYC/AML guidelines.-

• To provide investment advisory and research services.

• To assess suitability, prepare risk profiles, and deliver personalized recommendations.

• To process payments, manage accounts, and maintain client records.

• To contact you regarding services, compliance matters, and updates.

• To prevent fraud, unauthorized use, and illegal activities.

• To improve our website, services, and user experience.

• We do not sell or rent your personal data to third parties for marketing purposes.

3. Information Sharing

We may share information only under the following circumstances:

• With regulators/authorities (SEBI, RBI, FIU, Income Tax Dept.) as required under applicable law.

• With our affiliates, sub-brokers, or technology partners for legitimate business needs, subject to confidentiality.

• With legal advisors, auditors, and compliance consultants.

• With third-party service providers (e.g., payment gateways, IT infrastructure providers) bound by strict confidentiality obligations.

4. Data Retention

• We will retain your personal information for as long as required by law, regulations, or internal policies (minimum 5 years after termination of client relationship, unless extended by law).

• After expiry, data will be securely deleted or anonymized.

5. Cookies & Tracking

• We use cookies, analytics tools, and similar technologies to improve functionality and analyze website traffic.

• You may disable cookies in your browser, but some features may not function  properly.

6. Security of Information

• We adopt reasonable security practices, including encryption, firewalls, multi-factor authentication, and restricted access controls.

• Our systems are hosted on secure servers with HTTPS (SSL/TLS) encryption.

• However, while we strive to protect your data, no transmission over the internet can be guaranteed to be 100% secure.

7. User Rights

You may exercise the following rights by writing to us:

• Access & Review: Request access to the information we hold about you.

• Correction: Request corrections or updates to inaccurate or incomplete data.

• Withdrawal of Consent: Withdraw consent for processing (subject to legal/regulatory obligations).

• Grievance Redressal: Lodge complaints regarding misuse or unauthorized disclosure.

8. Grievance Redressal

In compliance with IT Act, 2000 and SEBI regulations, we have appointed a Grievance Officer:

• Name: Shilpa Gole
• Email: shilpa@nerdybird.in
• Phone: +91 95868 55398
• Address: NerdyBird Wealth Advisory LLP, A 801, Block -A, West Gate Business Bay, NR Makarba Cross road, Beside Signature -1, Makarba, Jivraj Park, Ahmedabad, AHMEDABAD, GUJARAT, 380051
• Complaints will be acknowledged within 10 business days and resolved within 30 days, subject to regulatory timelines.

9. Changes to this Policy

We may update this Privacy Policy from time to time. Updated versions will be posted on our website with the effective date. Clients are encouraged to review the policy periodically.

10. Governing Law

This Privacy Policy shall be governed by and construed in accordance with the laws of India, and disputes shall be subject to the exclusive jurisdiction of the courts at Ahmedabad, Gujarat.