Wealthvisory Capital

Privacy Policy

Effective date: 24 July 2026

Wealthvisory Capital (“Wealthvisory Capital”, “we”, “us” or “our”), respects your privacy and is committed to handling personal information responsibly, securely and transparently.

This Privacy Policy explains how we collect, use, store, disclose and protect personal information received through our website, advertising campaigns, social-media pages, enquiry forms, telephone calls, WhatsApp, email and real estate advisory activities.

By submitting an enquiry or otherwise providing personal information to Wealthvisory Capital, you acknowledge that you have read this Privacy Policy. Where consent is required, we will request it through an appropriate notice, form, checkbox or other affirmative action.

Who We Are

Our website address is: https://wealthvisorycapital.com.

Wealthvisory Capital is a private real estate advisory and transaction-support business.

We work with property owners, buyers, investors, family offices, developers, institutions, authorised representatives and professional advisors across prime residential, commercial, hospitality, institutional, land, development and investment-grade real estate.

Our principal office for privacy-related correspondence is:

Scope of This Privacy Policy

This Privacy Policy applies to personal information collected through:

• www.wealthvisorycapital.com and its associated webpages;
• Meta, Facebook and Instagram lead forms;
• Facebook, Instagram, LinkedIn and other social-media channels;
• Google advertisements and search campaigns;
• WhatsApp, telephone calls, email and direct messages;
• Property enquiry, acquisition and seller-mandate forms;
• Meetings, site visits and transaction-related communications;
• Referrals from authorised representatives, professional advisors and business associates;
• Customer-relationship management and internal business systems.

This policy does not govern the independent privacy practices of third-party websites, platforms or service providers.

Information We May Collect

Depending on your interaction with Wealthvisory Capital, we may collect the following information.

Contact information

• Full name;
• Telephone or mobile number;
• Email address;
• Postal or business address;
• Preferred communication method;
• Company, family office or organisation name;
• Professional role or designation.

Buyer and investor information

• Preferred property type;
• Preferred location;
• Approximate investment or acquisition budget;
• Purchase or investment timeline;
• Intended use of the property;
• Residential, commercial or investment requirements;
• Whether you are a direct buyer, family-office representative, company representative or authorised advisor;
• Relevant transaction preferences and instructions;
• Information reasonably required to verify the seriousness and authority of an enquiry.

Property-owner and seller information

• Your relationship with the property;
• General or precise property location;
• Property category and configuration;
• Plot size, built-up area and other property particulars;
• Ownership type and title-related information;
• Expected consideration or value range;
• Proposed transaction timeline;
• Property photographs, plans and supporting information;
• Details of authorised representatives, co-owners or family members;
• Information required to evaluate, market or transact the property.

We do not require an exact property address at the initial advertising-enquiry stage. More detailed information may be requested privately after preliminary verification.

Verification and transaction information

Where reasonably required for a legitimate transaction, we may collect:

• Proof of identity or authority;
• Ownership and title documents;
• Company or trust authorisation documents;
• Know Your Customer information;
• Proof of funds or financial capability;
• Transaction correspondence;
• Due-diligence records;
• Legal, regulatory and compliance information.

Sensitive documents should only be provided through a secure channel specifically confirmed by a Wealthvisory Capital advisor. Please do not submit Aadhaar, PAN, bank statements or other sensitive documents through a public social-media form.

Technical and usage information

When you visit our website, we or our technology providers may collect:

• Internet Protocol address;
• Browser and device information;
• Operating system;
• Referring website or advertisement;
• Pages visited;
• Time spent on the website;
• Approximate geographic location;
• Advertising identifiers;
• Cookie and similar tracking information;
• Form interactions and conversion events.

Communication records

We may retain records of:

• Emails;
• WhatsApp conversations;
• Social-media messages;
• Enquiry forms;
• Meeting notes;
• Requirements shared during telephone conversations;
• Instructions relating to a property or transaction.

We will not record telephone calls without providing notice where such notice is required.

How We Collect Information and Use Personal Information

We may collect information:

• Directly from you;
• From a family member, employee or authorised representative acting on your behalf;
• Through our website and advertising forms;
• Through Meta, Facebook, Instagram, LinkedIn, Google or WhatsApp;
• Through property owners, developers, institutions and transaction counterparties;
• Through professional advisors or referral partners;
• Through publicly available professional or business sources;
• During meetings, site visits and transaction discussions;
• Through analytics, cookies, pixels and advertising technology.

If you provide information concerning another individual, you should have the necessary authority or permission to do so.

We may use personal information to:

• Respond to your enquiry;
• Contact you regarding a property, mandate or investment requirement;
• Understand and qualify your acquisition or sale requirement;
• Verify your identity, role or authority;
• Evaluate whether a property or opportunity is relevant;
• Arrange confidential discussions, meetings and site visits;
• Share suitable opportunities with verified buyers and investors;
• Present a property to appropriate prospective buyers;
• Provide real estate advisory and transaction support;
• Conduct valuation, due diligence and market analysis;
• Prepare proposals, mandates, confidentiality agreements and transaction documents;
• Coordinate with owners, buyers, family offices, developers, lawyers, accountants and other professional advisors;
• Maintain records of enquiries, instructions and transactions;
• Prevent fraud, misuse, unauthorised access or misrepresentation;
• Improve our website, services and advertising;
• Measure campaign effectiveness and lead quality;
• Send relevant property or market communications where permitted;
• Comply with legal, regulatory, accounting, tax and contractual obligations;
• Establish, exercise or defend legal claims.

We will use personal information only for a specified and legitimate purpose, for a purpose reasonably connected with your request, or as otherwise permitted by applicable law.

Consent and Other Permitted Processing

Depending on the circumstances, we may process personal information:

• With your consent;
• To take steps requested by you before entering into an engagement;
• To provide services under an agreement or mandate;
• To respond to an enquiry voluntarily submitted by you;
• To comply with applicable law;
• To protect against fraud, misuse or security incidents;
• For other legitimate uses permitted under applicable law.

You may withdraw your consent by contacting us. Withdrawal will not affect processing already completed before the withdrawal.

Certain information may need to be retained where required for legal, regulatory, contractual, accounting or dispute-resolution purposes.

Confidential Property and Transaction Information

We recognise that high-value real estate enquiries and transactions frequently involve confidential information.

Property, ownership, financial and transaction information will be handled on a need-to-know basis and may be shared only:

• In accordance with the relevant instruction or mandate;
• With appropriate prospective counterparties;
• With personnel and professional advisors involved in the transaction;
• Where reasonably necessary for verification, due diligence or execution;
• Where required by law or a competent authority.

Publishing this Privacy Policy does not replace any separate confidentiality or non-disclosure agreement that may apply to a particular transaction.

Meta, Facebook and Instagram Lead Forms

When you submit information through a Facebook or Instagram advertisement, Meta may provide information that you entered or that was pre-filled from your account.

Meta processes information according to its own terms and privacy policy. After Wealthvisory Capital receives your submitted information, our handling of that information is governed by this Privacy Policy.

We may use Meta advertising tools to:

• Measure advertisement performance;
• Attribute enquiries to advertising campaigns;
• Retarget people who interacted with our website or content;
• Create permitted Custom Audiences;
• Improve the quality and relevance of future advertising.

Such activities will be carried out subject to applicable law, platform requirements and available privacy controls.

Cookies, Analytics and Advertising Technology

Our website may use cookies, pixels, tags and similar technology supplied by us or third parties, including Google and Meta.

These technologies may be used for:

Essential functions

To maintain website security, functionality and performance.

Analytics

To understand website traffic, page usage and visitor behaviour.

Advertising and attribution

To measure advertising results, identify completed enquiries and display relevant advertisements to previous website visitors.

Functionality

To remember certain preferences and improve the website experience.

You can manage cookies through your browser settings and through any consent controls made available on our website. Blocking certain cookies may affect website functionality.

Where consent is required for non-essential cookies, we will seek it through an appropriate consent mechanism.

Marketing Communications

Where permitted, we may contact you regarding:

• Relevant property opportunities;
• Buyer requirements;
• Confidential mandates;
• Investment opportunities;
• Market notes and research;
• Wealthvisory Capital services that may reasonably relate to your enquiry.

You may opt out at any time by:

• Using an unsubscribe option, where provided;
• Replying ‘STOP’ or asking us not to contact you;
• Emailing pradeep@wealthvisorycapital.com;
• Contacting us on +91 9911114175.

We may retain a limited suppression record to ensure that your opt-out preference continues to be respected.

Operational communications relating to an active enquiry, meeting, mandate or transaction are not treated as general marketing messages.

How We Share Information

We may share personal information with:

• Wealthvisory Capital employees and authorised team members;
• Property owners, prospective buyers, investors or authorised representatives;
• Lawyers, accountants, valuers, architects, consultants and other professional advisors;
• Developers, institutions, hotels and commercial counterparties;
• Website, hosting, cloud-storage and email providers;
• Customer-relationship management providers;
• Advertising and analytics platforms;
• Information-technology and security providers;
• Payment, accounting and administrative service providers;
• Government bodies, regulators, courts, law-enforcement agencies or other competent authorities;
• Parties involved in a corporate restructuring, merger, acquisition or transfer of business, subject to appropriate safeguards.

We do not sell personal information as a standalone commercial product.

Service providers receiving personal information are expected to use it only for the services they provide and to apply appropriate confidentiality and security measures.

International Data Processing

Some technology, hosting, communication, analytics or advertising providers may process information outside India.

Where personal information is transferred or processed internationally, we will take reasonable steps to ensure that the processing is subject to appropriate safeguards and any restrictions required under applicable law.

Users outside India should understand that their information may be processed in India and in other countries where our service providers operate.

Retention of Information

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected or as required by law.

As a general operational policy:

• Unconverted or inactive enquiry information may be retained for up to 24 months following the last meaningful interaction;
• Active client, mandate and transaction records may be retained during the engagement and for up to eight years afterwards;
• Marketing preferences may be retained until consent is withdrawn or the communication is no longer relevant;
• Opt-out records may be retained for as long as necessary to honour the opt-out;
• Information connected with disputes, legal obligations or regulatory requirements may be retained for a longer period where necessary.

Information that is no longer required will be deleted, anonymised or securely archived, subject to technical and legal limitations.

Information Security

We use reasonable technical, organisational and administrative measures designed to protect personal information against:

• Unauthorised access;
• Loss or misuse;
• Unlawful disclosure;
• Alteration;
• Accidental destruction;
• Cybersecurity incidents.

Access to confidential property and transaction information is restricted to personnel and advisors who reasonably require it.

However, no website, email, messaging platform or electronic-storage system can be guaranteed to be completely secure. Please avoid sending highly sensitive documents until a Wealthvisory Capital advisor confirms an appropriate delivery method.

If a personal-data breach occurs, we will take reasonable steps to contain and assess it and provide notifications where required under applicable law.

Your Privacy Rights

Subject to applicable law and relevant exemptions, you may request:

• Confirmation of whether we process your personal information;
• A summary of the personal information being processed;
• Correction of inaccurate information;
• Completion or updating of incomplete information;
• Erasure of information that is no longer required;
• Withdrawal of consent;
• Details of entities with which information has been shared, where applicable;
• Grievance redressal concerning our handling of your information;
• Nomination of another individual to exercise your rights in circumstances permitted by law;
• Restriction, objection or portability where rights under another applicable privacy law apply.

To submit a request, email pradeep@wealthvisorycapital.com with the subject: Privacy Request – [Your Name].

We may request reasonable information to verify your identity and protect against unauthorised disclosure.

We will ordinarily acknowledge or respond to a privacy request within 30 days, subject to the nature of the request and applicable law.

If your grievance is not resolved satisfactorily, you may pursue remedies before the relevant authority where such right is available under applicable law.

Children’s Privacy

Wealthvisory Capital’s services are intended for adults engaging in real estate, investment or property-related decisions.

We do not knowingly solicit or collect personal information from anyone under 18 years of age through our enquiry forms or advertising campaigns.

If we learn that a child’s personal information has been collected without appropriate authorisation, we will take reasonable steps to delete it.

Automated Decision-Making

Wealthvisory Capital does not currently make decisions producing legal or similarly significant effects solely through automated processing.

Advertising and analytics platforms may use automated systems to deliver, measure and optimise advertisements according to their own policies.

All serious buyer, seller and investment enquiries are subject to human review.

Third-Party Platforms and Links

Our website may contain links to:

• WhatsApp;
• Instagram;
• Facebook;
• LinkedIn;
• Google Maps;
• Third-party property or advisory websites;
• Other external services.

These third parties operate under their own privacy policies and terms. Wealthvisory Capital is not responsible for the privacy practices or content of independently operated platforms.

We recommend reviewing the relevant third-party privacy policy before providing information through an external service.

Changes to This Privacy Policy

We may update this Privacy Policy to reflect:

• Changes to our services;
• Changes in technology;
• Changes to our data-handling practices;
• Legal or regulatory developments;
• Advertising-platform requirements.

The latest version will be published on this page with an updated effective date.

Material changes may also be communicated through an appropriate website notice or direct communication where reasonably required.

Privacy and Grievance Contact

For questions, correction requests, deletion requests, consent withdrawal or complaints concerning personal information, contact:

We will review privacy-related grievances and ordinarily respond within 30 days.