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At [Your MFD Name], we are committed to protecting your privacy and ensuring that your personal and financial information is handled with the highest standards of security and confidentiality.


1. Information We Collect

    When you interact with our website or services, we may collect:

    • Personal Details (Name, Email, Phone Number)
    • KYC Information (PAN, Aadhaar, Address)
    • Investment Preferences and transaction history
    • Browser & Device Information (for security and optimization)

2. How We Use Your Information

    We use your data to:

    • Process your mutual fund investments
    • Provide you with portfolio updates and reports
    • Recommend suitable schemes based on your goals
    • Comply with legal & regulatory obligations
    • Improve user experience

3. Data Sharing

    We do not sell or rent your information to any third party. We only share your data with :

    • Registered AMCs (Asset Management Companies)
    • Regulatory bodies (SEBI, AMFI, etc.) when required
    • Technology partners strictly for operational support

4. Data Security

    We use industry-standard encryption and security protocols to safeguard your data. Access is limited only to authorized personnel on a need-to-know basis.