Privacy policy
What we collect, why we collect it, and who else sees it.
Last updated: August 2026
1. What we collect
- Name, phone number and email address, submitted through the enquiry form on this website
- Details you choose to share about your goals, existing investments or financial situation
- KYC and identity documents, only where required to open an account through a regulated platform such as FundzBazar
- Basic technical information such as browser type and approximate location, used to understand website performance
2. How we use it
- To respond to your enquiry and arrange a conversation
- To understand your situation well enough to be useful
- To facilitate account opening and transactions through regulated platforms
- To meet KYC and other obligations under applicable AMFI and SEBI requirements
We do not sell, rent or trade your personal information to third parties for marketing.
3. Who we share it with
Your information may be shared with regulated entities strictly to process your investments — asset management companies, registrar and transfer agents, and platform providers including FundzBazar and Prudent Corporate Advisory Services Limited. Each is bound by its own regulatory obligations on data protection.
4. Communication and WhatsApp
The enquiry form on this website opens WhatsApp with your details pre-filled; the message is sent only when you choose to send it. By contacting us you consent to being reached by phone, WhatsApp or email about your enquiry. You can ask us to stop at any time.
5. Security
We take reasonable measures to protect information you share with us. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security of data transmitted through this website or through third-party platforms.
6. Cookies
This website uses only basic cookies necessary for it to function. It does not run advertising trackers and does not collect sensitive personal or financial information through cookies.
7. Your rights
You may ask us to show you, correct, or delete the personal information we hold about you, by writing to the address below. Where information must be retained to meet a regulatory obligation, we will tell you that.
8. Changes
We may update this policy to reflect changes in our practices or in applicable regulation. The revised version will be posted here with an updated date.