Privacy Policy

Information We Collect

We may collect the following information:

• Name, address, contact details
• PAN and KYC-related information
• Financial and investment-related details
• Insurance policy details
• Communication records

This information is collected only for legitimate business, regulatory, and servicing purposes.

Use of Information

Your information is used for:

• Mutual fund distribution and insurance servicing
• Regulatory compliance (AMFI, SEBI, IRDAI, KYC norms)
• Communication related to investments and policies
• Client servicing and record maintenance

Data Protection

• Client data is stored securely.
• Access is restricted to authorized personnel only.
• We do not sell or rent personal information to third parties.
• Data is shared only with product manufacturers, RTAs, and regulatory authorities where required.

Third-Party Links

Our website may contain links to third-party platforms. We are not responsible for the privacy practices or content of such external websites.

Changes to Privacy Policy

This policy may be updated periodically to reflect regulatory or operational changes. Updates will be posted on this page.