Navigating Wealth
in a Complex World

Effective Date: January 1, 2026 | Last Updated: May 1, 2026

Global Wealth Insights, operated by Wealth Growth Ventures ("Company," "we," "our," or "us"), is committed to protecting the privacy and confidentiality of all personal and financial information you share with us. This Privacy Policy governs how we collect, use, store, and protect your information in connection with our financial advisory services.

1. Information We Collect

We collect personally identifiable information you provide directly, including your full name, contact details, Social Security Number or Taxpayer Identification Number, financial account information, income, net worth, investment objectives, and risk tolerance. We may also collect technical data such as IP address, browser type, and website usage patterns through cookies and analytics tools.

2. How We Use Your Information

Your information is used exclusively to provide financial advisory services, prepare tax and estate planning documents, comply with applicable laws and regulatory requirements, prevent fraud, and communicate with you regarding your account or our services. We do not sell your personal data to third parties.

3. Regulatory Compliance

As a financial services provider, we comply with applicable federal and state financial privacy laws including the Gramm-Leach-Bliley Act (GLBA), the Investment Advisers Act of 1940, applicable IRS data protection requirements, and SEC rules regarding the safeguarding of client records.

4. Data Security

We employ 256-bit SSL encryption, multi-factor authentication, role-based access controls, and annual third-party security audits to protect your data. In the event of a data breach, we will notify affected individuals in accordance with applicable state and federal breach notification laws.

5. Data Retention

We retain client financial records for a minimum of seven years in accordance with SEC and IRS requirements. After this period, records are securely destroyed using industry-standard data destruction protocols.

6. Your Rights

You have the right to request access to, correction of, or deletion of your personal information subject to legal retention requirements. To exercise your rights, please contact us at info@globalwealthinsights.info.

7. Contact

For privacy-related inquiries, contact our Data Privacy Officer at info@globalwealthinsights.info or +91 9301103314.

Effective Date: January 1, 2026

These Terms and Conditions ("Terms") govern your use of the services provided by Global Wealth Insights, operated by Wealth Growth Ventures. By engaging our services or accessing our website, you agree to be bound by these Terms.

1. Nature of Services

Global Wealth Insights provides financial advisory, wealth management, tax planning, retirement, and estate planning services. Our advisors are registered investment advisors (RIA) subject to applicable federal and state regulations. Services are provided pursuant to a written advisory agreement entered into between you and the Company.

2. Fiduciary Duty

Our advisors act as fiduciaries in the provision of investment advisory services. This means we are obligated to act in your best interest, disclose all material conflicts of interest, and provide advice that is suitable for your financial situation and objectives.

3. Investment Risk Disclosure

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. No strategy, including asset allocation and diversification, guarantees a profit or protects against a loss in declining markets. Tax laws are subject to change and their applicability to your situation may vary.

4. Regulatory Status

We operate in compliance with applicable securities laws and regulations. Our advisory services are rendered in compliance with the Investment Advisers Act of 1940, applicable state investment adviser statutes, and IRS regulations governing tax-related services.

5. Fee Structure

Fee schedules are outlined in your individual advisory agreement. We operate on a fee-only or fee-based model. All fees are fully disclosed prior to commencement of services in accordance with Form ADV Part 2A requirements.

6. Confidentiality

All client information is treated as strictly confidential. We do not share client financial information with unauthorized third parties. Disclosures may be made only as required by law, regulatory order, or with your explicit written consent.

7. Dispute Resolution

Any disputes arising from our advisory relationship shall be resolved through binding arbitration in accordance with FINRA arbitration rules, or applicable judicial forums as required by law. These Terms are governed by applicable federal and state law.

8. Limitation of Liability

To the extent permitted by law, the Company's liability shall be limited to the fees paid for the specific service giving rise to the claim. The Company shall not be liable for indirect, consequential, or punitive damages.

The information presented on this website and in our communications is for general informational and educational purposes only. It does not constitute financial, tax, legal, or investment advice and should not be relied upon as such.

No Investment Advice

Nothing on this website constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. All investment decisions should be made only after consulting with a qualified financial professional and conducting your own due diligence.

Past Performance

Past performance is not necessarily indicative of future results. All investments involve risk, including the possible loss of principal. The value of investments and the income from them can go down as well as up.

Tax Information

Tax-related information is provided for general educational purposes only and should not be construed as tax advice. Tax laws and regulations are complex and subject to change. Please consult a licensed tax professional regarding your specific tax situation.

Market Data

Market data, indices, and financial figures presented on this website are for illustrative purposes only. We do not guarantee the accuracy, completeness, or timeliness of any market data displayed. Real-time market data should be obtained from licensed data providers.