Collection of Personal Information
We may collect personal information from you when it is required for opening your investment account or when you voluntarily provide it to us through our website, mobile application available on Google Play and App Store such as when you register for an online account or submit a form. The types of personal information we collect may include your name, address, email address, phone number, PAN Card, Aadhar Card and financial information.
Use of Personal Information
We may use your personal information for the following purposes:
- To proceed your timely Kyc as required by SEBI and relevant authorities
- To provide and improve our investment intermediation services to you
- To process your transactions and payments with relevant fund houses
- To perform compliance checks and keep/maintain internal records
- To communicate with you about your account or our services
- To send you marketing communications and promotional offers
- To comply with legal obligations and regulations
Sharing of Personal Information
We may share your personal information with the relevant Asset Management Companies (AMCs) and Bombat Stock Exchange (BSE STAR) for pooling your Mutual Funds investments to the right chosen fund house and scheme. We may also share your personal information if required by law or authorities for complying with the rules and regulations such as Income Tax, SEBI, AMFI, etc. Trust us, this is all we are doing under the rules, and regulations by laid SEBI.
Security of Personal Information
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, please note that no method of transmission over the internet or electronic storage is 100% secure. We never disclose your personal and financial information to third-parties for our own or any other interest.
Cookies and Tracking
Our website may contain links to third-party websites that are not affiliated with us. We are not responsible for the privacy practices or content of these websites. These links or websites are provided on our website only for the convenience of our users to visit relevant websites on a single sign on.