Effective Date: Nov 4th, 2025
WEFCI (“we,” “our,” or “us”) is committed to protecting your privacy and the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website (wefci.com), communicate with us, or use our financial and planning services.
We may collect the following types of personal information:
Full name
Email address
Phone number
Mailing address
Date of birth
Financial or employment details (as required for consultations or service delivery)
Any information voluntarily provided through our contact forms or communications
We may also collect non-identifiable data such as browser type, IP address, and referring pages through cookies or analytics tools.
We collect information directly when you:
Submit a form or request on our website
Communicate with us via phone, email, or text message
Schedule a consultation or use our services
Subscribe to our updates or marketing communications
We may also collect limited data automatically through cookies to improve user experience and website performance.
We use personal information to:
Provide and manage financial or consulting services
Respond to inquiries and requests
Schedule meetings or consultations
Send relevant communications (emails, texts, or updates)
Comply with legal and regulatory obligations
Enhance our website and client experience
We will only use your information for purposes you have consented to.
Our website may use cookies to:
Remember user preferences (e.g., name, email, website) for future visits
Maintain login sessions or security verifications
Collect analytical data about how visitors use our site
You can disable cookies in your browser settings; however, some site features may not function as intended.
We do not sell or rent your personal data. We may share your information with:
Service providers assisting in website operations or communications
Regulatory or legal authorities if required by law
All third parties are required to maintain the confidentiality and security of your data.
We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy or as required by applicable laws.
Comments or communications submitted to the site may be retained indefinitely for recordkeeping and anti-spam verification purposes.
You have the right to:
Request access to the personal information we hold about you
Correct or update your information
Request deletion of your data (subject to legal or administrative requirements)
Withdraw consent to communications or data use
To exercise these rights, please contact us using the details below.
We employ administrative, technical, and physical safeguards to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no online system can be guaranteed to be completely secure.
Our website may contain embedded content (e.g., videos, articles) or links to external sites. These third-party sites have their own privacy practices, which we do not control or take responsibility for.
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date. We encourage you to review it regularly.
If you have any questions, concerns, or requests related to this Privacy Policy, please contact:
WEFCI
Email: seema@wefci.com
Website: https://wefci.com