Privacy Policy

Personal Information

We may collect personal information that you provide directly to us, including:

• Name, email address, phone number, and postal address
• Financial information necessary for providing our services
• Government-issued identification documents (as required by regulations)
• Bank account details and investment preferences
• Information you provide when contacting us or using our services

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

• IP address and browser type
• Device information and operating system
• Pages visited and time spent on our website
• Referring website addresses
• Cookies and similar tracking technologies

We use the information we collect for the following purposes:

• To provide, maintain, and improve our financial services
• To process transactions and manage your investment accounts
• To comply with legal and regulatory requirements (SEBI, AMFI, etc.)
• To communicate with you about your account, services, and updates
• To send you marketing communications (with your consent)
• To detect, prevent, and address technical issues and security threats
• To personalize your experience and provide customer support

We do not sell your personal information. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party service providers who assist us in operating our business, subject to confidentiality agreements
• Regulatory Compliance: When required by law, regulation, or legal process, including SEBI, AMFI, and other financial regulatory authorities
• Business Transfers: In connection with any merger, acquisition, or sale of assets, with notice to you
• With Your Consent: When you have explicitly given us permission to share your information
• Protection of Rights: To protect our rights, privacy, safety, or property, and that of our clients

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Regular security assessments and audits
• Access controls and authentication procedures
• Employee training on data protection and privacy
• Compliance with industry standards and regulations

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

You have the following rights regarding your personal information:

• Access: Request access to your personal information we hold
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal and regulatory requirements)
• Objection: Object to processing of your personal information for certain purposes
• Data Portability: Request transfer of your data to another service provider
• Withdraw Consent: Withdraw your consent for data processing where applicable

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small data files stored on your device that help us:

• Remember your preferences and settings
• Analyze website traffic and usage patterns
• Improve website functionality and performance
• Provide personalized content and advertisements

You can control cookies through your browser settings. However, disabling cookies may limit your ability to use certain features of our website.

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Financial records may be retained for extended periods as required by regulatory authorities such as SEBI and AMFI.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will notify you of any material changes by posting the updated policy on this page and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically.