Privacy Policy
Effective Date: 27 October 2025
Hexo Wealth Associates LLP (“Hexo Wealth”, “we”, “our”, or “us”) respects your privacy and is committed to protecting your personal information with the highest standards of confidentiality and integrity.
Hexo Wealth Associates LLP operates as an AMFI Registered Mutual Fund Distributor and facilitates investments in mutual fund schemes in accordance with applicable regulatory guidelines.
This Privacy Policy explains how we collect, use, disclose, and safeguard information when you access our website or avail of our services.
By using this website or providing your information, you acknowledge and consent to the practices described below.
- Our Commitment to Privacy
Our relationship with clients is built on trust. We understand the sensitivity of financial and personal data entrusted to us and take reasonable and appropriate measures to ensure its protection.
We collect only such information as is necessary to provide lawful distribution services and to comply with regulatory requirements.
- Information We Collect
We may collect and process the following categories of information:
Personal Identification Information
- Full name
- Date of birth
- Permanent Account Number (PAN)
- Aadhaar number, where legally permitted
- Residential address
- Email address and mobile number
Financial & KYC Information
- Income details
- Investment preferences
- Risk profiling information
- Bank account details for transaction facilitation
- KYC documentation as required under regulatory norms
Technical & Usage Information
- IP address
- Browser type and device information
- Website interaction data collected via cookies
- Purpose of Collection and Use
Your information is used strictly for legitimate business and regulatory purposes, including:
- Completion of Know Your Customer (KYC) formalities
- Facilitating mutual fund transactions and related services
- Maintaining records as mandated by regulatory authorities
- Communicating transaction confirmations and service-related updates
- Enhancing user experience and improving operational efficiency
We do not collect or process personal data beyond what is reasonably required for these purposes.
- Disclosure of Information
We may disclose your information only in the following circumstances:
- To Asset Management Companies (AMCs) and Registrars & Transfer Agents (RTAs) for transaction processing
- To banks, payment gateways, or service providers facilitating transactions
- To regulatory authorities including SEBI, AMFI, Income Tax authorities, or other statutory bodies when required by law
- Pursuant to court orders or legally binding directives
Hexo Wealth does not sell, rent, trade, or commercially exploit your personal information.
- Data Security and Safeguards
We implement appropriate technical, administrative, and organizational safeguards to protect personal information against unauthorized access, misuse, alteration, or disclosure.
Our security framework includes:
- Encrypted communication channels
- Restricted access controls
- Secure data storage practices
- Regular monitoring and backup procedures
While we strive to ensure the highest level of data protection, no method of transmission over the internet is entirely secure. Accordingly, absolute security cannot be guaranteed.
- Cookies and Website Technologies
Our website may use cookies and similar technologies to enhance user experience, analyze site traffic, and improve functionality.
Users may modify browser settings to decline cookies; however, certain features of the website may not function optimally.
- Third-Party Links
Our website may contain links to external websites for user convenience. Hexo Wealth does not control or endorse the privacy practices of such third-party websites and shall not be responsible for their content or policies.
Users are advised to review the privacy policies of external websites before sharing personal information.
- Data Retention
We retain personal information only for:
- The duration necessary to provide services
- Compliance with statutory and regulatory obligations
- Audit, dispute resolution, and enforcement requirements
Upon completion of the applicable retention period, information is securely deleted or anonymized.
- Your Rights and Control Over Information
Subject to applicable law, you may:
- Request access to your personal information
- Request correction of inaccurate or incomplete data
- Opt out of non-essential communications
Requests may be made using the contact details provided below.
- Policy Updates
Hexo Wealth Associates LLP reserves the right to amend this Privacy Policy at any time. Revised versions will be posted on this page with an updated effective date.
Continued use of the website after such changes constitutes acceptance of the revised policy.
- Contact for Privacy Matters
For any questions, requests, or concerns regarding this Privacy Policy or your personal information, please contact:
Hexo Wealth Associates LLP
AMFI Registered Mutual Fund Distributor
Email: connect@hexowealth.com
Phone: +91 9594556699 / +91 9326128179
Registered Office:
72/4 72/5 72/6 Solus Bldg Office No. 608
Hiranandani Estate, Chitalsar Manpada
Thane – 400607