Privacy Policy

Information We Collect

How We Use Your Information

We use the information we collect to:

• Process and service your mutual fund investments, including purchases, redemptions, switches, and SIP registrations
• Complete KYC verification as mandated by SEBI and AMFI
• Communicate with you about your investments, account servicing, and relevant scheme information
• Respond to your queries, requests, and grievances
• Comply with applicable legal, regulatory, and reporting obligations to SEBI, AMFI, AMCs, and other authorities
• Improve this website and understand how visitors use it

We do not use your financial or KYC information for any purpose unrelated to mutual fund distribution without your consent.

Sharing of Information

We share your information only as necessary to provide our services, including with:

• AMCs whose schemes you invest in, for processing transactions
• RTAs (CAMS, KFintech, etc.) for transaction and folio servicing
• KRAs for KYC compliance
• Regulatory authorities such as SEBI and AMFI, where required by law

We do not sell, rent, or trade your personal information to third parties for marketing purposes. Any service providers who process data on our behalf (such as website hosting) are required to handle it in line with this Policy.

Data Security

We take reasonable technical and organisational measures to protect your information against unauthorised access, alteration, disclosure, or loss. KYC and financial records are stored securely and accessed only by authorised personnel for purposes consistent with this Policy. While we take care to protect your data, no method of transmission or storage is entirely risk-free.

Data Retention

We retain client information for as long as your investment relationship with us continues, and thereafter for the period required under SEBI, AMFI, and other applicable record-keeping regulations.

Your Rights and Choices

You may contact us to request access to, correction of, or clarification about the personal information we hold about you. You may also opt out of non-essential communications from us at any time. Certain information, such as KYC records, cannot be deleted on request while regulatory retention requirements apply.

Cookies

This website may use cookies to remember your preferences and understand site usage. You can control or disable cookies through your browser settings, though this may affect certain website functionality.

Children's Privacy

This website and our services are intended for individuals who are at least 18 years of age. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. The updated version will be posted on this page with a revised effective date.