Your details are emailed, not stored.

What we collect, and when

Only when you fill in the risk profile questionnaire, we ask for:

• your name, email address and mobile number;
• your city, if you choose to give it; and
• your answers to the 11 questions.

Nothing else on the website asks for personal details. The SIP calculators work entirely inside your browser — the numbers you enter are never sent to us — and reading our articles needs no sign-up.

Your consent

Before the questionnaire begins, you tick a box to confirm that you are sharing these details with SimpliWealth with your consent, so that your report can be emailed to you and a copy sent to us for us to contact you about it. We do not collect them without that tick, and we use them only for that purpose.

What happens to your details

1. When you submit the questionnaire, your details and answers are sent to our website’s server.
2. The server works out your risk profile and builds your PDF report in its working memory.
3. The report is emailed to you and emailed to SimpliWealth, your distributor.
4. The same PDF is handed back to your browser, so you can download it straight away.
5. The server then discards everything. Your details are not written to a database, a file or a log on this website. There is no customer database behind this site at all.

Because the website keeps no copy, it cannot send the report again later. If you need another copy, just ask us — it is in our email.

Where copies of your details do exist

• Your own inbox — the email with your report.
• SimpliWealth’s email inbox — the copy sent to us, which we use to contact you about your profile. If you become our client, this correspondence forms part of our client records, which we may need to keep as required by law and regulation.
• Our email provider — the emails are sent through the mail servers of our hosting and email provider, as every email is.

What the website does keep

To run safely, the website keeps two small technical records. Neither contains your name, email address, mobile number or answers:

• An error note if an email fails to send, recording the report’s reference number and the technical reason — so we can fix the problem.
• A spam-protection counter that limits how many questionnaires one connection can submit in an hour. It holds a scrambled (one-way hashed) form of your connection’s IP address and is cleared after an hour.

Like every website, our hosting provider’s servers also keep standard access logs — IP address, pages requested, date and time, and browser type — for security and to keep the site running.

What we do not do

• We do not sell, rent or share your details with anyone for marketing.
• We do not use cookies, analytics trackers or advertising pixels.
• No outside service sees your answers — the PDF is built on our own server.
• The website’s fonts load from Google Fonts, so Google receives your IP address when the page loads, as with any web request. It does not receive anything you type.

Your choices

Under India’s Digital Personal Data Protection Act, 2023, you can withdraw your consent at any time. You can ask us to stop contacting you, to tell you what we hold about you, to correct it, or to delete the email copy of your details from our inbox. We will do so unless we are required by law or regulation to keep it.

To do any of this, or if you have a concern about how your details are handled, call +91 99865 99998 or write to service.simpliwealth@gmail.com.

Children

The questionnaire is meant for adults making their own investment decisions. Please do not submit it on behalf of anyone under 18.

Changes to this policy

If we change how the website handles your details, we will update this page and the date at the top.

See also our disclosures, which explain how we are paid as a mutual fund distributor.