Privacy Policy

1. Information We Collect

We collect information necessary to provide our wealth management services effectively:

• Personal Information: Name, address, phone number, email address, date of birth
• Financial Information: Income details, investment experience, risk tolerance, financial goals
• Account Information: Demat account details, transaction history, portfolio data
• Communication Records: Emails, phone calls, and other communications with our team

2. How We Use Your Information

Your information is used exclusively for:

• Providing portfolio management and financial planning services
• Managing your demat account and executing trades
• Conducting risk assessment and investment suitability analysis
• Generating performance reports and communications
• Complying with regulatory requirements and legal obligations
• Improving our services based on your feedback

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. Information may be shared only in the following circumstances:

• With SEBI-registered brokers and depositories for trade execution
• With regulatory authorities as required by law
• With service providers who assist in our operations (under strict confidentiality agreements)
• When required by court orders or legal processes

4. Data Security

We implement robust security measures to protect your information:

• Encrypted data transmission and storage
• Secure access controls and authentication systems
• Regular security audits and updates
• Employee training on data protection practices
• Secure backup and disaster recovery procedures

5. Data Retention

We retain your information for as long as necessary to:

• Provide ongoing services to you
• Meet regulatory and legal requirements
• Resolve disputes and enforce agreements
• Maintain business records as required by law

When information is no longer needed, it is securely destroyed following industry best practices.

6. Your Rights

You have the right to:

• Access and review your personal information we hold
• Request corrections to inaccurate information
• Withdraw consent for certain uses of your information
• Request deletion of your information (subject to legal requirements)
• Receive a copy of your information in a portable format
• File complaints with relevant data protection authorities

7. Cookies and Website Analytics

Our website may use cookies and similar technologies to:

• Improve website functionality and user experience
• Analyze website traffic and usage patterns
• Remember your preferences and settings
• Provide personalized content and recommendations

You can control cookie settings through your browser preferences.

8. Third-Party Services

We may use third-party services for:

• Market data and research
• Communication platforms
• Payment processing
• Document management

These providers are bound by their own privacy policies and contractual obligations to protect your information.

9. International Transfers

Your information is primarily processed and stored in India. If international transfers are necessary, we ensure appropriate safeguards are in place to protect your information according to applicable laws.

10. Updates to This Policy

We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes through our website or direct communication.

11. Contact Us

For any questions about this privacy policy or your personal information, please contact us: