Information. Clarity. Confidence.

PRIVACY POLICY — WEALTHNEX ADVISORY Last Updated: 01 June 2026 Welcome to WealthNex Advisory (“we,” “our,” or “us”). Your privacy and confidentiality are important to us. This Privacy Policy explains how we collect, use, store, and protect your information when you interact with our advisory services, website, communication channels, consultation booking systems, and digital platforms. By using our services, you agree to the terms outlined in this Privacy Policy. 1. INFORMATION WE COLLECT We may collect the following types of information: Personal Information • Full Name • Mobile Number • Email Address • City/State • Business Information • PAN/GST-related details (where required for professional services) Financial & Advisory Information Depending on the services requested, clients may voluntarily provide: • Tax-related documents • Financial records • Business information • Compliance-related information • Advisory-related documents Information Voluntarily Submitted We may collect information voluntarily submitted through: • Website contact forms • Consultation booking forms • Email communications • WhatsApp messages • Enquiry forms • Other communication channels used to contact us Technical Information When visiting our website or digital platforms, certain technical information may be collected automatically, including: • IP address • Browser type • Device information • Website usage analytics • Cookies and similar technologies 2. HOW WE USE YOUR INFORMATION Your information may be used for: • Providing advisory and support services • Client communication and support • Preparation of reports, documentation, and related deliverables • Compliance and professional record-keeping • Improving service quality and user experience • Sending important service-related communications • Managing enquiries, consultations, and client onboarding We do not sell client information to third parties. 3. PROFESSIONAL RELATIONSHIP Submission of information through our website, contact forms, consultation booking systems, email, WhatsApp, or other communication channels does not by itself create a professional-client relationship unless expressly agreed upon by both parties. 4. CONFIDENTIALITY OF CLIENT INFORMATION WealthNex Advisory values professional confidentiality. Information and documents shared by clients in connection with financial, tax, compliance, advisory, or related professional services are handled with reasonable care and confidentiality, subject to applicable laws, regulatory requirements, and professional obligations. Access to sensitive information is restricted and used only for service delivery, compliance, security, and related professional purposes. 5. SHARING OF INFORMATION Information may be shared only in the following circumstances: • Where required by applicable laws, regulations, or lawful authority • With trusted service providers assisting in operational activities • With the consent of the client • For compliance, security, fraud prevention, or risk management purposes We do not share personal information for marketing resale purposes. 6. DATA SECURITY Reasonable administrative, technical, and organizational measures are implemented to protect information from unauthorized access, misuse, disclosure, alteration, or loss. However, no method of electronic transmission or storage can be guaranteed to be completely secure, and absolute security cannot be assured. 7. THIRD-PARTY PLATFORMS Our services may involve communication or interaction through third-party platforms, including: • WhatsApp • Email providers • Google services • Payment gateways • Website hosting providers • Cloud storage or collaboration platforms Use of such platforms may also be governed by their respective privacy policies, security practices, and terms of use. 8. COOKIES & WEBSITE ANALYTICS Our website may use cookies, analytics tools, or similar technologies to improve user experience and understand website performance. Users may choose to disable cookies through their browser settings; however, certain website functionality may be affected. 9. RETENTION OF INFORMATION Client information and records may be retained for professional documentation, regulatory compliance, legal requirements, operational continuity, dispute resolution, and future service references, where applicable. Retention periods may vary depending on the nature of the engagement and applicable legal or regulatory requirements. 10. YOUR RIGHTS Subject to applicable laws, you may request: • Access to your personal information • Correction of inaccurate or incomplete information • Deletion of information where legally permissible • Withdrawal of consent where applicable Requests may be submitted using the contact information provided below. 11. CHILDREN'S PRIVACY Our services are intended for individuals who are legally capable of entering into binding arrangements. We do not knowingly collect personal information from children without appropriate authorization from a parent or legal guardian. 12. LIMITATION OF LIABILITY While reasonable measures are taken to safeguard information, WealthNex Advisory does not guarantee absolute security of information transmitted electronically or stored digitally. To the extent permitted by applicable law, WealthNex Advisory shall not be liable for unauthorized access, cyber incidents, failures of third-party systems, or circumstances beyond its reasonable control. 13. THIRD-PARTY LINKS Our website may contain links to third-party websites, platforms, or resources. WealthNex Advisory is not responsible for the privacy practices, content, policies, or security measures of such third-party websites. Users are encouraged to review the privacy policies of any external websites they visit. 14. UPDATES TO THIS POLICY We may modify, amend, or update this Privacy Policy from time to time to reflect operational, legal, regulatory, or service-related changes. The latest version published on our website shall supersede all previous versions. 15. CONTACT INFORMATION WEALTHNEX ADVISORY Email: business@wealthnexadvisory.com Website: https://www.wealthnexadvisory.com Mobile: +91 9938304750