Privacy Policy

We value the trust you place in us and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our website and services.

Information We Collect

• Personal Information: Name, contact details, and any information you provide through forms or communication with us.
• Technical Information: Browser type, IP address, device identifiers, and usage data collected through cookies or similar technologies.
• Financial/Investment Preferences: Any details voluntarily shared with us in the context of investment-related inquiries.

How We Use Your Information

• Risk Profiling.
• Providing and improving our services.
• Responding to inquiries and requests.
• Sharing updates, educational content, or relevant resources.
• Ensuring compliance with regulatory and legal obligations.
• Security and fraud prevention.

We do not sell your data to thrid parties.

Sharing of Information

We do not sell or rent personal information. Information may be shared only with:

• Regulatory or legal authorities(SEBI/AMFI/IRDAI) when required by law.
• Service providers or partners(CAMS, MFU, BSE StarMF) who assist us in delivering our services, under strict confidentiality obligations.

Data Security

We implement reasonable administrative, technical, and physical safeguards like limited access controls, secure cloud services to protect your personal information against unauthorized access, alteration, or disclosure.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze traffic. You can manage cookie preferences through your browser settings.

Your Rights

Under the DPDP Act, you have rights to:

• Access and correct your personal information.
• Request deletion of your data, subject to legal and regulatory requirements.
• Opt out of receiving non-essential communications.

Updates to This Policy

This Privacy Policy may be updated periodically to reflect changes in practices or legal requirements. We encourage you to review it regularly.

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