Privacy Policy

This Privacy Policy outlines how we collect, utilize, and protect any information provided while accessing this website. We are dedicated to safeguarding your privacy at all times. Any identifiable information requested while using this site will strictly adhere to the terms established in this statement.

We recognize that client relationships rely on trust and confidentiality. While delivering services or sharing website content, we may access confidential personal data. We implement reasonable administrative and technological measures to protect customer data confidentiality during web transmissions. However, we assume no liability for disclosures resulting from circumstances beyond reasonable control or executed in accordance with client agreements. Additionally, we may disclose personal information when required by law, regulators, judicial authorities, or statutory mandates binding on us and our branches.

Information we collect

Full name and contact details
Personal details, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
Demographic information, such as gender and income
Supplementary information to help improve service delivery

How information is used

Executing Know-Your-Customer (KYC) registration in compliance with SEBI and regulatory mandates
Conducting internal compliance audits and maintaining administrative records
Refining and optimizing products and services
Conducting occasional market research via phone or email communications

We do not sell, lease, or distribute personal information to third parties unless required by product/service terms, explicit customer authorization, or legal obligations.

Data security

Passwords are stored using one-way encryption protocols for high-level security.
All communications with clients, mutual fund companies, and service providers utilize standard 256-bit encryption.
Data is hosted on top-tier hosting infrastructure with continuous backups to ensure operational continuity.
Personal data is never shared with external parties without explicit user requests to fulfill transaction processing.

External website links

Our platform may feature links to external sites. Upon navigating away from our domain, we lose control over third-party environments and cannot assume responsibility for data protection or privacy on external platforms. Exercise caution and review the privacy statements of the visited websites.

Updating personal data

If you suspect any personal data we hold is inaccurate or incomplete, notify us via email immediately for prompt correction.

We reserve the right to modify this policy periodically by updating this page.