Privacy Policy

We collect information you provide directly, such as your name, email address, phone number, and financial goals when you fill out a contact form, book a consultation, or use our calculators.

We also automatically collect limited technical data such as your browser type, device information, and pages visited to help us improve the website experience.

We use your information to respond to enquiries, provide financial planning and mutual fund distribution services, personalise recommendations, and comply with applicable regulatory requirements.

We may send you relevant updates or educational content. You can opt out of marketing communication at any time.

We do not sell your personal information. We may share limited data with regulated partners such as AMCs, RTAs, and platforms strictly to execute transactions you authorise, or when required by law or regulators such as SEBI and AMFI.

We follow reasonable technical and organisational safeguards to protect your information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

You may request access to, correction of, or deletion of your personal data by contacting us. We will respond in line with applicable data protection laws.

This website may use cookies and similar technologies to remember your preferences and understand how the site is used. You can control cookies through your browser settings.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.