Legal & Regulatory Information

Security Notice: DB Wealth operates as a secure digital wealth tracking and hybrid advisory portal. Personal ledger entries, asset positions, and simulation records are encrypted end-to-end using AES-256 keys and stored on secure, high-durability cloud systems.

1. Terms of Service & Use

By accessing the DB Wealth platform, you accept these terms and conditions. The portal provides tools for simulated asset allocations, financial goal progression tracking, and automated advice heuristics. Real market simulations update assets dynamically but do not constitute direct banking deposits.

2. SEBI Compliance & Investment Risk

Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. DB Wealth is a registered associate, providing digital and offline wealth advisory. Past performance is not indicative of future returns. The AI Portfolio Advisor provides recommendations based on standard asset allocation mathematical models; users must apply individual risk adjustments.

3. Cloud Custody & Privacy Policy

We respect client privacy and implement strict guidelines to prevent data leaks. Client portfolio databases, login credentials, and transaction logs are processed through secured VPC networks. No personal details or trade data are shared with third-party advertising networks. Audit logs are preserved according to regulatory compliance mandates.

4. Public Disclosures

Regulatory Advisory: Leverage and margin adjustments are made automatically based on SEBI notifications. Portfolio metrics and capital adequacy disclosures are published in our annual audits, which are accessible through physical request at our Surat office or via secure client dashboard settings.