Privacy Policy & Data Governance

1. Fiduciary Commitment to Discretion

Altvest Advisory (“Altvest”, “we”, “our”, or “us”) operates as a corporate financial advisory and investment platform. We recognize that financial structuring, fundraising mandates, and private wealth matters demand uncompromising discretion. This Privacy Policy sets out the institutional protocols governing how we collect, process, and protect information submitted via our digital platforms and advisory consultations.

2. Information We Collect

We collect information solely for the purpose of evaluating and executing advisory mandates:

• Contact & Identification Data: Full name, professional email address, telephone number, and corporate affiliations.
• Mandate Parameters: Details submitted regarding capital requirements, debt restructuring objectives, or accredited investor criteria.
• Technical Metadata: Anonymized server logs, browser types, and device telemetry to ensure website security and operational performance.

3. Use of Information

All information collected is used strictly to:

• Evaluate the commercial feasibility of prospective advisory engagements.
• Communicate directly with clients regarding term sheets, memorandums, and scheduling.
• Comply with applicable legal, KYC, and AML obligations across India and the United Arab Emirates.

We never sell, rent, monetize, or publicly distribute client data or mandate submissions to third parties.

4. Data Security & Storage

Client records and digital inquiries are protected using enterprise-grade TLS encryption in transit and AES-256 encryption at rest. Internal access to mandate information is restricted strictly to authorized senior advisory personnel on a need-to-know basis.

5. Jurisdictional Compliance

Altvest complies with the Digital Personal Data Protection Act (DPDPA) of India, as well as the DIFC Data Protection Law No. 5 of 2020 for engagements operating through our Dubai regional hub.