📌 Information We Collect
- Personal details: Name, contact, DOB, IDs
- Financial details: Income, bank info, goals
- Transaction data: Investments, insurance, redemptions
- Compliance: KYC, FATCA/CRS
- Technical: IP, device, logs, cookies
- Communication: Calls, emails, chats
⚙️ How We Use Your Data
- Delivering advisory & investment services
- Meeting SEBI/AMFI/IRDA regulations
- Personalized recommendations
- Sending alerts & updates
- Fraud detection & security
- Marketing (with consent)
🔗 Data Sharing & Disclosure
We never sell your data. It may be shared only with:
- Regulators (SEBI, AMFI, IRDA, NSE)
- Financial institutions (AMCs, insurers, banks)
- Tech partners (hosting, payments, fraud prevention)
- Advisory & analytics partners
🔒 Data Security
- Encryption (SSL/TLS)
- Restricted staff access
- Firewalls & intrusion detection
- Continuous monitoring
- Client caution advised for credentials
🍪 Cookies & Tracking
We use cookies to store sessions, analyze performance, and personalize experience. You may disable them in browser settings, but some features may not work.
✅ Your Rights
- Access or request data copy
- Correction of inaccurate data
- Withdraw marketing consent
- Request portability
- Request deletion (subject to law)
- Object to certain processing
🕒 Retention of Information
We retain data only as long as needed for services, regulations, and audits. Afterward, it is securely deleted or anonymized.
🔄 Policy Updates
We may update this Privacy Policy periodically. Updated versions will be published on our site. Continued use means acceptance of changes.
🌍 International Transfers
Your data may be stored or processed outside India with safeguards aligned with Indian laws.
