Privacy Policy
How we collect, use and protect your personal information.
Last Updated: 4 August 2025
1. Information We Collect
We may collect the following information when you interact with us or use our services.
- Name, email address and phone number.
- Financial and investment details.
- Risk profile and investment preferences.
- Documents voluntarily shared with us.
- Website usage information and interaction data.
2. How We Use Your Information
Your information is used solely for providing and improving our investment advisory services.
- To assess your investment objectives and risk profile.
- To provide personalised investment advice.
- To comply with SEBI regulations and legal obligations.
- To communicate important service-related updates.
- To improve our website and advisory services.
3. Data Sharing & Disclosure
We do not sell, rent or disclose your personal information to third parties for marketing purposes.
Your information may be shared only in the following circumstances.
- Where required by law or regulatory authorities.
- With SEBI or other competent authorities during audits or investigations.
- With trusted service providers operating under strict confidentiality obligations.
4. Data Security
We implement appropriate technical and organisational measures to safeguard your personal information against unauthorised access, alteration, disclosure or destruction.
5. Your Rights
Subject to applicable laws and regulatory requirements, you have the right to:
- Access the personal information we hold about you.
- Request correction of inaccurate information.
- Request deletion of your personal information where legally permissible.
- Withdraw your consent, subject to applicable regulatory requirements.