Privacy Policy

1. Information We Collect

To facilitate your transactions and maintain compliance with financial regulators (SEBI, AMFI, IRDAI), we may collect the following categories of information:

• ✔️ Personal Identifiable Information (PII): Name, date of birth, gender, email address, phone number, and physical address.
• ✔️ Regulatory & KYC Documents: PAN (Permanent Account Number), Aadhaar details, bank account numbers, and cancelled cheques required for investment onboarding.
• ✔️ Technical Data: IP address, browser type, cookies, and usage data collected automatically when you navigate our website.

2. How We Use Your Information

We process your data strictly for operational, legal, and transacting purposes:

• ✔️ To process applications for Mutual Funds, Fixed Deposits, Insurance, and Bonds.
• ✔️ To complete your KYC (Know Your Customer) registration via authorized KRA agencies.
• ✔️ To send statement updates, transactional notifications, and systematic investment reminders.
• ✔️ To comply with legal obligations, regulatory mandates, and tax requirements under Indian law.

3. Data Sharing and Third-Party Disclosures

We do not sell, rent, or trade your personal data with third-party marketing companies. Your information is only shared with authorized entities to execute transactions:

• ✔️ Asset Management Companies (AMCs) and Mutual Fund houses.
• ✔️ Registrars and Transfer Agents (RTAs) like CAMS and KFintech.
• ✔️ Insurance Providers and Banking partners to fulfill requested plans.
• ✔️ Statutory, regulatory, or judicial authorities when mandated under applicable Indian financial laws.

4. Data Security and Retention

We implement robust electronic, physical, and procedural safeguards to prevent unauthorized access, alteration, or misuse of your sensitive financial credentials. Your data is retained only as long as necessary to fulfill transaction lifecycles or to comply with statutory record-keeping periods enforced by SEBI and AMFI.

5. Cookies and Tracking Technologies

Our website uses tracking cookies to optimize your browsing experience and analyze platform traffic. You can choose to disable cookies through your individual browser settings; however, doing so may limit certain functional aspects of our digital onboarding tools.

6. Your Rights

You have the right to review, update, or correct the personal data you have provided to us. For updates or modification requests regarding your registered information, please contact our support team.

7. Changes to This Privacy Policy

We reserve the right to update this policy at any time to reflect changing operational practices or regulatory mandates. Any modifications will become effective immediately upon being posted to this page.

8. Contact & Grievance Redressal

If you have any questions, feedback, or grievances regarding your data privacy, please reach out to our designated operational desk: