Privacy Policy

Information We Collect

Personal Information

• Name, email address, phone number, and postal address
• Date of birth, PAN number, and other KYC documents
• Financial information including income, investment experience, and risk profile
• Bank account details for investment transactions
• Investment preferences and financial goals

Technical Information

• IP address, browser type, and operating system
• Pages visited, time spent on site, and referral sources
• Device information and cookies for website functionality

How We Use Your Information

• Investment Services: Processing mutual fund transactions, SIP registrations, and portfolio management
• KYC Compliance: Verifying identity through AMFI-approved KYC Registration Agencies
• Communication: Sending investment updates, market insights, and service notifications
• Risk Assessment: Conducting risk profiling and providing suitable investment recommendations
• Regulatory Compliance: Meeting SEBI and AMFI requirements for mutual fund distribution
• Customer Support: Responding to queries and providing financial guidance

Information Sharing

We may share your information with:

• Asset Management Companies (AMCs): For processing mutual fund investments
• Registrar and Transfer Agents (RTAs): For maintaining investment records
• KYC Registration Agencies: For identity verification as per AMFI norms
• Technology Partners: AssetPlus and Angel One for platform services
• Regulatory Bodies: SEBI, AMFI, and other authorities when legally required

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

Data Security

• SSL encryption for all data transmission
• Secure servers with regular security updates
• Access controls and authentication measures
• Regular security audits and monitoring
• Compliance with industry-standard security practices

Your Rights

• Access: Request copies of your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your data (subject to regulatory requirements)
• Portability: Receive your data in a structured format
• Opt-out: Unsubscribe from marketing communications

Cookies Policy

We use cookies to enhance your browsing experience, analyze website traffic, and provide personalized content. You can control cookie settings through your browser preferences.

Data Retention

We retain your personal information for as long as necessary to provide services and comply with legal obligations. Investment records are maintained as per SEBI and AMFI guidelines.

Contact Information

Updates to Privacy Policy

This privacy policy may be updated periodically to reflect changes in our practices or regulatory requirements. We will notify you of significant changes through email or website notices.