Last updated: 1 July 2026
We collect information you provide directly, such as your name, contact details, financial information and documents shared during consultations, KYC, or account onboarding.
We also collect limited technical information (such as browser type and pages visited) to improve site performance and security.
Your information is used to provide advisory services, process transactions, comply with regulatory (SEBI/IRDAI/AMFI) requirements, and communicate with you about your account and services you've opted into.
We do not sell your personal or financial data to third parties.
Your data is encrypted in transit and at rest. Access to client financial data is restricted to authorised personnel directly involved in servicing your account.
You may request access to, correction of, or deletion of your personal data, subject to regulatory record-keeping requirements that apply to financial advisory records.
For privacy-related queries, contact us at [email protected] or +91 94151 90692.