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Privacy Policy

Your Privacy. Our Commitment.

At Capitex Wealth, trust is the foundation of every client relationship. Whether you're exploring investment opportunities or seeking personalized financial guidance, we are committed to protecting your personal and financial information with the highest standards of privacy, transparency, and security.

This Privacy Policy explains how we collect, use, store, and safeguard your information while delivering our wealth management and investment advisory services.

OUR COMMITMENT

Protecting Your Information with Transparency and Trust

At Capitex Wealth, safeguarding your personal information is more than a legal responsibility—it's a reflection of the trust our clients place in us. Every interaction, whether through our website or during a financial consultation, is handled with confidentiality, integrity, and care.

We collect only the information necessary to understand your financial objectives, deliver personalized investment guidance, and continuously improve our services. Your information is never sold, and access is restricted to authorized personnel who require it to serve you effectively.

As regulations evolve and technology advances, we remain committed to maintaining secure systems and responsible data practices that protect your privacy throughout your financial journey.

INFORMATION WE COLLECT

Collecting Only What Helps Us Serve You Better

Personal Information

We collect basic personal details that help us identify you and communicate effectively throughout your financial journey.

  • Full Name​

  • Email Address​

  • Mobile Number​

  • City / State

Financial Information

To provide suitable investment recommendations, we may request financial details that help us understand your goals and risk profile.

  • Investment Objectives

  • Financial Goals

  • Risk Tolerance

  • Existing Investments

  • Income Range

  • Preferred Investment Products

Technical Information

When you visit our website, certain technical information is collected automatically to improve website performance, enhance security, and understand visitor behavior.

  • IP Address

  • Browser & Device Information

  • Website Usage Analytics

  • Cookies

  • Session Information

HOW WE USE & PROTECT YOUR INFORMATION

Using Your Information Responsibly. Protecting It Rigorously.

The information you provide enables us to offer personalized financial guidance while maintaining the highest standards of security and confidentiality.

How We Use Your Information :

How We Protect Your Information :

Understand your financial goals

Recommend suitable investment solutions

Respond to enquiries and consultation requests

Improve our website and client experience

Send important service-related communications

Meet legal and regulatory obligations

Industry-standard security practices

Restricted access to authorized personnel

Secure storage and data management

Continuous monitoring of security measures

Confidential handling of financial information

Regular review of privacy practices

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