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We recognise and respect the confidentiality of the personal information that you entrust to us. We are committed to protecting your privacy and ensuring that any information shared with us is handled responsibly and exclusively for purposes that are in the best interests of our clients. We regard our relationship with you as valuable and aim to uphold the highest standards of integrity and privacy protection.

We undertake to safeguard all personal information received from you with a level of care no less than what would be reasonably expected, and at least equivalent to the standards we apply to protect our own confidential information. We shall take necessary and reasonable precautions to prevent any unauthorised access, misuse, disclosure, or publication of your information.

Information We Collect

We may collect, store, and process the following information:

• Name, address, email, and contact details
• Personal identification information (including but not limited to Date of Birth, Aadhaar, and PAN)
• Demographic information such as gender, financial profile, and income range
• Any additional information required to provide enhanced services, regulatory compliance, or personalisation

Purpose of Collection and Use

Your information may be utilised for the following purposes:

• To facilitate Know-Your-Customer (KYC) verification as mandated by SEBI and/or other applicable regulatory authorities
• To comply with internal due-diligence assessments, regulatory obligations, and statutory record-keeping requirements
• To enhance, customise, and improve our services, offerings, and client experience
• For lawful internal business operations and compliance reporting

Disclosure of Information

We do not sell, trade, or lease your personal information to any third party.

Your information may be shared only under the following circumstances:

• Where necessary to provide or activate products/services selected by you
• With regulatory authorities, compliance partners, or authorised intermediaries, as mandated under law
• Where disclosure is necessary to comply with legal, regulatory, or statutory obligations

Any such disclosure shall be limited strictly to what is necessary for the intended purpose and shall remain subject to confidentiality obligations.

Third-Party Links

This website may contain links to external sites for informational purposes. However, we do not control external sites' privacy practices. Users should review third-party privacy policies before sharing personal data.

Consent

By using this website, you consent to the collection and use of your information as outlined in this Privacy Policy. If you do not agree with any part of this policy, please discontinue use of this website.