Privacy Policy

We collect information that you provide directly to us, including:

• Personal identification information (Name, email address, phone number)
• Financial information necessary for investment advisory services
• Demographic information for service customization
• Communication records and correspondence
• Information from third-party sources with your consent

Your information is used to provide and improve our financial services, including:

• Providing personalized financial advisory services
• Processing transactions and managing your accounts
• Communicating about services, updates, and offers
• Complying with legal and regulatory requirements
• Improving our services and customer experience
• Protecting against fraud and unauthorized transactions

We implement robust security measures to protect your information:

• Encryption of sensitive data during transmission and storage
• Regular security audits and vulnerability assessments
• Access controls and authentication mechanisms
• Employee training on data protection policies
• Secure data backup and recovery procedures

All data is stored in secure facilities with restricted access, and we comply with SEBI regulations and data protection laws.

We do not sell or rent your personal information to third parties. We may share information only in these circumstances:

• With your explicit consent for specific services
• With financial institutions for transaction processing
• To comply with legal obligations or regulatory requirements
• To protect our rights, property, or safety
• With service providers under strict confidentiality agreements

All third parties are contractually obligated to maintain the confidentiality and security of your information.

You have the right to:

• Access and review your personal information
• Request correction of inaccurate data
• Opt-out of marketing communications
• Request deletion of your information (subject to legal requirements)
• Withdraw consent for data processing
• Receive information about data breaches affecting you

To exercise these rights, please contact our Data Protection Officer using the contact information below.

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of any material changes through:

• Email notifications to registered users
• Notices on our website
• Updates to the "Last Updated" date at the top of this policy

We encourage you to review this policy regularly to stay informed about how we protect your information.