Privacy Policy

At https://pbpwealth.com/, we are committed to protecting the privacy of our users and customers. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, interact with us, or use our services.

1. Information We Collect

We may collect the following types of information:

1.1 Personal Information

  • Name, email address, phone number, billing address, and shipping address.
  • Payment details for processing transactions.

1.2 Non-Personal Information

  • Browser type, operating system, and IP address.
  • Usage data, including pages viewed and time spent on our site.

1.3 Cookies and Tracking Technologies

  • We use cookies, web beacons, and similar technologies to enhance user experience and analyze site performance.

2. Sharing Your Information

We respect your privacy and ensure your data is only shared when necessary:

  • Service Providers: Your information may be shared with third-party vendors who assist with payment processing, delivery, and customer support.
  • Legal Obligations: We may disclose your information to comply with legal obligations or protect our legal rights.
  • Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new entity.

3. Protecting Your Information

We take data security seriously and implement measures to protect your personal information, including:

  1. Encrypting sensitive data during transmission.
  2. Restricting access to your information to authorized personnel only.
  3. Regularly monitoring and updating our security systems to prevent unauthorized access.

4. Your Rights

You have the right to:

  • Access and review your personal information.
  • Correct or update any inaccurate or incomplete information.
  • Request the deletion of your data, subject to legal and business obligations.
  • Opt out of receiving promotional communications by clicking the “unsubscribe” link in emails.

You can adjust your browser settings to reject cookies, but this may affect the functionality of our website.

5. Cookies Policy

We use cookies to:

  1. Personalize your browsing experience.
  2. Track and analyze website usage to improve performance.
  3. Store your preferences for future visits.

 

You can manage or disable cookies through your browser settings, though some website features may not function properly if cookies are disabled.

6. Third-Party Links

Our website may include links to third-party websites. We are not responsible for their privacy practices, so we encourage you to review their policies.

7. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal compliance. We encourage you to review this page periodically for updates. The “Last Updated” date at the top of this page will indicate any changes.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact us:

We provide personalized financial planning and wealth management services to help you achieve your goals.

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© 2025 Prosperity Bridge Partners. All Rights Reserved. Developed by iTechno Digital

Sheel Mehrotra – Founder

Sheel Mehrotra is the Founder and Managing Partner of Prosperity Bridge Partners.

Over a 26-year career, Sheel has held several leadership positions in Mutual Funds and Wealth Management. Based in New Delhi, Sheel heads a broad spectrum of product functions, including investment strategy and specialist services. As Financial Advisor and trusted Partner, role is to offer curated solutions to achieve client’s financial goals while exhibiting the highest standards of conduct in service and maintaining confidentially in dealings.

He has over two decades of experience gained at ICICI Prudential & Kotak Mahindra Asset Management and Sanctum Wealth while also worked in Advisory role at ICICI Bank Private Banking. His most recent position was Senior Partner at Incred Wealth.

Sheel holds a Bachelor’s degree in Economics from Lucknow University. He is Post Graduate Diploma in Business Finance from Indian Institute of Finance.