Privacy Policy & Regulatory Disclaimers

1. Information Collection & Client KYC Alignment

When you register your details in our "Bespoke Portfolio Intake Profiling" systems, we record identifying information including human names, email coordinates, telephone channels, country of origin, and investment capacities.

In compliance with the Securities and Exchange Board of India (SEBI) and Prevention of Money Laundering Act (PMLA), all investments processed through Pure Wealth Global require complete regulatory KYC validations (Central KYC Registry/KRA). We do not directly store or hold password credentials or personal banking transaction databases on this app's client-side layers.

2. Data Integrity & Global Storage Practices

Your shared information is processed in modern, firewalled systems and is never rented or marketed to third-party institutions for profiling. Data is exclusively utilized by our internal AMFI certified consultants to curate custom financial allocations and issue quarterly rebalancing reviews. For NRI investors, communications adhere to the data privacy laws of their regional settlements (such as DIFC guidelines in UAE, GDPR in European jurisdictions).

3. Commissions Disclosure under AMFI Rules

As per SEBI guidelines, we declare that Pure Wealth Global acts solely as an independent Mutual Fund Distributor holding active registration ARN-306022. We receive trailing commissions based on historic and persistent asset holdings in distributed schemes from associated Asset Management Companies (AMCs).

trailing commission schedules range typically between 0.25% to 1.50% per annum of the daily net assets under management, depending on asset categories (Equity funds vs Cash/Debt equivalents). Investors can obtain the exact trailing commission sheet for any specific AMC before placing allocations.

4. Portfolio Modeling & Calculation Boundaries

While we strive for absolute accuracy, historical performance statistics of filters and models are subject to corporate reporting delays of underlying listed companies. Our quarterly balance sheet evaluation represents factual disclosures of targets' last declared financial audits. Any accidental breach of risk thresholds of holding companies discovered will trigger rebalancing proposals. Allocation amounts computed through our calculators are estimates designed to assist investors in voluntary asset allocation, and carry no regulatory guarantee.