Privacy Policy

We collect only the information required to facilitate mutual fund transactions and comply with regulatory norms. This includes basic personal details (name, contact information, KYC documents), investment preferences, and transaction data. Your information is used solely for processing transactions, maintaining compliance (KYC/FATCA/AMFI/SEBI guidelines), and providing service-related communication. We do not use your data for unsolicited marketing.

Your data is stored securely, with restricted access and necessary safeguards such as encryption and secure servers. We do not sell or trade your personal information. Data is shared only with regulated third parties essential to service delivery—such as AMCs, RTAs (CAMS/KFin), KYC agencies, or as required by law. We are not responsible for the privacy practices of external websites linked from our platform.

By using our services, you consent to the collection and use of your information as outlined here. You may request access, correction, or deletion of your data where legally permissible. For any privacy-related questions, contact us at: