Last Updated: August 2026
We collect information that you provide directly to us, including but not limited to your name, contact information, financial status, and investment objectives when you inquire about our services.
The information we collect is used strictly for the purpose of providing financial services, facilitating account openings, and maintaining regulatory compliance as mandated by SEBI, AMFI, and IRDAI.
We do not sell your personal information. We may share your information with Asset Management Companies (AMCs), insurance companies, Registrars & Transfer Agents, service providers or regulatory authorities only where necessary to provide our services or comply with applicable laws.
We implement industry-standard administrative, technical, and physical safeguards designed to protect your personal information against accidental, unlawful, or unauthorized destruction, loss, alteration, access, disclosure, or use.
You have the right to access, correct, or request deletion of your personal data, subject to record-keeping obligations imposed by financial regulators. Please contact us via the details provided in the Reach Me section to exercise these rights.
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