Last updated : 09.12.2023

WealthByRule may change this policy from time to time by updating this page. This policy is effective from December 1, 2023.

WealthByRule understands that our relationship is strongly built on trust and faith. In Course of using information on this website or availing the services, WealthByRule may become privy to the personal information of its customer including information that is of confidential nature. WealthByRule is strictly committed to protecting the privacy of its customers and has taken reasonable measures to protect the confidentiality of customer information and its transmission through the World Wide Web. However, it shall not be liable in any manner for disclosure of confidential information in accordance with this Privacy Commitment or in terms of the agreement, if any with the Customer or for reasons beyond its control. We may however be required to disclose your personal information to Government, Judicial bodies, and our Regulators or to any person to whom the Firm is under an obligation to make disclosure under the requirements of any law binding on the Firm or any of its branches, if required. Hyperlink Policy for user Any hyperlink to other Internet sites is at the customer’s own risk. The contents of which and the accuracy of opinions expressed are not verified, monitored, or endorsed by WealthByRule, in any way or manner. WealthByRule is not responsible for the setup of any hyperlink from a third-party website to WealthByRule.

The objective of this Policy is for you to better understand the type of information we intend to collect from you; the purpose for which the information collected by us will be used our policy regarding cookies and identity theft instances; the data retention policy and information security measures implemented by us; our policy with respect to withdrawal of your consent; and legal rights and obligations in case of disputes and grievances.

This Privacy Policy (the “Policy” ) applies to your use of the services rendered by WealthByRule (“WealthByRule”) sole proprietorship having its registered office at F-911, (SAFAL), Titanium City Centre, 100 FT Anandnagar Road, Satellite, next to Sachin Tower, Ahmedabad 380015. The services rendered by WealthByRule facilitate (i) e- filing of income tax e -returns including ancillary activities by adding you as a client on the Income Tax Department’s web portal to submit your Income-Tax Return (“ITR”), and retrieve information, such as your ITR-V, refund status, 26AS, etc.; (ii) easy filing of ITRs; and (iii) manual filing of ITRs by allowing you to fill the requisite data in the ITRs

WealthByRule is a sole-proprietorship firm having its registered office F-911, (SAFAL), Titanium City Centre, 100 FT Anandnagar Road, Satellite, next to Sachin Tower, Ahmedabad 380015, provides its technology Platform namely www.wealthByRule.com. WealthByRule is duly authorized by the Income Tax Department to operate the functionality provided on the Platform that allows users to automatically create the income tax return file based on the information provided by the Users. WealthByRule digitizes the return into desired output file format (currently XML or JSON) and transmits the output file to the server designated by the Income Tax Department. WealthByRule is only acting as a technology partner and its role is limited to the extent of providing the Platform.

1. Information we collect

1.1 When you avail our Services we seek or collect, amongst others information such as your name, mother’s name, father’s name, password, date of birth, gender, Permanent Account Number (PAN), signature, marital status, nominee details, cancelled cheque, photograph and video recording, email id, phone number, educational or professional qualification, business name, business address, nature of business, , Tax Deduction and Collection Account Number (TAN), bank account details, United Payments Interface (UPI) ID, and/or other payment and investment information and copies of KYC documents that helps us confirm your identity and facilitate provision of our Services. No liability pertaining to the authenticity/ genuineness of the information disclosed will lie on WealthByRule. Further, WealthByRule will not be in any way responsible for verifying any information obtained from you.

1.2 In case you are required to provide your Aadhaar details to us, you acknowledge and agree that the act of providing your Aadhaar details to us is voluntary. We require Aadhaar details solely for the purpose of carrying out KYC and for filing of ITRs.

1.3 We collect mobile numbers and e-mail addresses that you provide us with and use them for sending various communications to you.

1.4 When you avail the Services, we may after obtaining consent, access and read information from your device such as information from your SMS storage for the providing our Services. Further, certain Services require us to obtain access to the ability to make phone calls or send messages using your device. If you choose to avail such services, by agreeing to this Policy and Terms you are providing your express consent to permit WealthByRule to access the calling and messaging functionalities of your device.

1.5 In order to prepare your income tax return, to file your e-return, to assist on your tax matters, and/or to provide an audit defense service, we collect information about your income, deductions, credits, dependents, etc. Collectively, this information is referred to as “Tax Return Information”.

2. How we use the information

2.1 We do not sell or share your personal or financial information to anyone. However, notwithstanding anything contained in this Policy, you expressly acknowledge, consent, and agree to the following terms on information use and further authorize us to access and use your information in the manner set out below:

a. to use your information to manage your account, to contact you and to operate, improve, and deliver our Services. We use your information to give you a customized, interactive experience as you avail our Services.

b. to use your information for maintaining a record of such information and your transactions in a secure and confidential manner, and as required under the applicable laws.

c. to use services of third parties to provide Services for you, who are bound to keep such information confidential.

d. to conduct data analysis, testing and research and to monitor and analyze usage and activity trends. Information collected may also be used to share communications to you about our ITR products & services, provide additional features through cookies and to detect and/or prevent any fraudulent/criminal/prohibited activity as per applicable laws.

e. to use the data in an aggregated/compiled form to produce statistical/demographic analyses for, strategy and business purposes. However, these will be used in ways that will not be able to identify you or link any specific information to an individual. Such aggregated information and results/analyses shall be our property and you will not be entitled to any compensation for the use thereof.

f. to share your information with judicial, administrative, and regulatory entities to comply with any legal and regulatory requirements.

g. to retain copies of your completed and filed ITRs, including retrieving information from governmental and other statutory bodies. This information may also be used to perform analysis or to provide you with a copy of your returns for your convenience.

h. to use your information to manage your account, to contact you and to operate, improve, and deliver our services. You further acknowledge, agree, and authorize us to use your information for market research, project planning, product development, troubleshoot problems and analyze user behavior.

i. to use the contact information to communicate with you. You further expressly consent to and authorize us to send you messages on your mobile number, call you on your mobile number, send you messages and communicate with you in any other manner for the purpose of providing our Services.

j. to (by using your Tax Return Information) prepare and file your IT return and provide related assistance and services.

k. to conduct audit of your records without any notice in case of apprehension of fraud;

l. to retain/ store your data and confidential information, of any nature (either wholly or partially), in Wealthbyrule servers or cloud or otherwise in any other medium .

2.2 If you choose to use services provided by third-party service providers, your information may be governed by the terms of the privacy policy of such third parties.

2.3 You authorize us to request and collect your personal and other information in order to provide e-filing services to you, add you as a client, retrieve your income tax return information, E-File access of your ITR, access, store and process your Form-16, perform other additional functions as necessary to discharge our responsibilities.