Privacy Policy

Last updated: June 2026

We respect your privacy. The information you provide is used solely to prepare your Financial Health Report and to contact you regarding financial planning, with your consent. We do not sell your data to third parties. At Trisha Wealth, protecting the personal and financial information you share with us is a responsibility we take seriously. The Financial Health Check-Up is an educational tool designed to help you understand your financial strengths and gaps, and any information you provide is used solely to prepare your report and, with your consent, to discuss your financial planning needs.

Information We Collect

When you complete the check-up we collect the answers you provide to the 12 assessment questions, along with contact details you choose to share such as your name, mobile number, email address, city, age group and income range. Providing optional details like your goals, dependents and existing investments helps us personalise your report but is entirely voluntary. We do not ask for, and you should never share, sensitive information such as passwords, bank account numbers, card details or one-time passwords.

How We Use Your Information

Your responses are used to calculate your Financial Health Score, identify your top financial priorities and generate a personalised improvement report. If you give consent, we may contact you to discuss your results and how a structured financial plan could help you close the gaps identified. We use aggregated, anonymised data to improve the assessment experience. We do not sell, rent or trade your personal information to third parties.

How We Protect Your Data

Information is transmitted over encrypted connections and stored securely with access restricted to authorised team members. We retain your data only for as long as needed to provide our services and to comply with our legal and regulatory obligations, after which it is securely deleted.

Your Rights & Choices

You may request access to, correction of, or deletion of the personal information we hold about you, and you can withdraw your consent to be contacted at any time. To exercise any of these rights, simply reach out using the contact details below and we will respond promptly.

Contact Us

If you have any questions about this privacy policy or how your information is handled, please contact Trisha Wealth Advisory at vijaymvaja@gmail.com or visit trishawealthadvisory.com.

Disclaimer

This Financial Health Check-Up is an educational and planning tool. It does not constitute investment, insurance or tax advice, and no specific product recommendation is made based on this assessment alone. A personalized recommendation should only be made after collecting appropriate information such as your financial circumstances, goals, investment horizon and risk profile, and after applying applicable suitability requirements.