Privacy Policy

Information We Collect

This may include name, contact details, PAN, KYC documents, bank account details, investment history, and any information voluntarily provided through the website's forms, calculators, or contact channels.

How We Use Your Information

Information collected is used strictly for the purposes of client onboarding, KYC compliance, processing mutual fund transactions, servicing accounts, and communicating scheme-related or regulatory updates. Personal information is not used for any purpose beyond what is necessary to provide our services.

Sharing of Information

Information may be shared with AMCs, Registrars & Transfer Agents (RTAs), KYC Registration Agencies (KRAs), and regulatory authorities such as SEBI, AMFI, or FIU-IND, strictly as required for transaction processing, regulatory compliance, or in response to lawful requests.

Data Security

Reasonable technical and organisational measures are taken to protect personal information from unauthorised access, alteration, or disclosure.

Cookies

This website may use essential cookies necessary for its functioning. Such cookies do not collect sensitive personal information.

Your Rights

Investors may request access to, correction of, or clarification regarding the personal information held about them by writing to us.

This Privacy Policy may be updated periodically to reflect changes in regulatory requirements or data practices. The version published on this website at any given time shall be the applicable version.