Legal

Privacy Policy

Our commitment to investors as per SEBI guidelines. This charter outlines the rights, responsibilities, and grievance redressal mechanism for all our investors.

Last updated: April 2026

1. Information We Collect

We may collect the following personal information when you interact with us or avail our services:

Name, address, phone number, email, date of birth
PAN, Aadhaar, KYC documents (as required by SEBI/AMFI regulations)
Bank account details, income details, investment preferences
Risk profile, financial goals, and investment objectives
Website usage data, cookies, and analytics information

2. How We Use Your Information

To provide mutual fund distribution and financial services
To comply with KYC and regulatory requirements
To process transactions and maintain your investment records
To communicate about portfolio updates, scheme information, and market news
To respond to your queries and grievances
To improve our website and services

3. Information Sharing

We do not sell your personal information. We may share your information only with:

Asset Management Companies (AMCs) for processing your investments
Registrar & Transfer Agents (RTAs) like CAMS, KFintech
KYC Registration Agencies (KRAs)
Regulatory authorities (SEBI, AMFI, APMI) when required by law
Service providers who help us operate our business (under strict confidentiality)

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

5. Cookies

Our website may use cookies to enhance user experience. Cookies are small files stored on your device. You can disable cookies in your browser settings, though some features of the website may not function properly.

6. Your Rights

Right to access your personal information
Right to rectify inaccurate information
Right to request deletion (subject to regulatory retention requirements)
Right to opt-out of marketing communications
Right to withdraw consent at any time

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy and as required by applicable laws and regulations (typically 8-10 years for financial records per SEBI guidelines).

8. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. Your continued use of the website after changes constitutes acceptance of the revised policy.

9. Contact Us

For any questions or concerns about this Privacy Policy or our handling of your data, please contact us at: