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We are committed to keeping your data secure, your private information private, and being transparent about our practices.

Below is the list of information we collect.

New Account : When you create a new account to use the Services we request for the following information :

• Mobile number, First name, last name, PAN number(Tax Number), email, date of birth
• Income slab, profession, address details, father’s name, mother’s name, tax residency, birth country, nationality, nominee details, gender, marital status
• Bank account number, your name on bank passbook and IFSC code of the bank.

Permanent Account Number (PAN No) & Bank account details that you will use for the purpose of investments and transactions.

KYC details : To comply with regulatory requirements, based on your explicit consent we fetch your KYC (Know Your Customer) details from regulated Central KYC Registry.

Investments information : We provide the following options for you to update your investment information in a secure manner :

(i) Upload your investment statements in PDF or Excel versions.

(ii) Enter the information manually

KYC details

You provide investment details like scheme name, investment type, investment date and investment value by manually entering the data.

Cookies & Third Party Analytics Services

We use Local Storage Objects (LSOs) to store content information, preferences and to keep you signed-in. We identify user’s signed-in state with a token and a userid. The LSO token is expired when user logs out of our website or mobile application.

We do not collect any information about your online activity when you sign-out and/or leave our services.

These third party analytics services may deploy cookies on your browser. Your browser may offer you a “Do Not Track” option, which allows you to signal to operators of websites and web applications and services that you do not wish such operators to track certain of your online activities over time and across different websites. Do Not Track signals are set on a browser-by-browser basis, so you must set them on every browser you use if you do not wish to be tracked.

We do not share and will never share any confidential data such as user’s investment details, contents of user’s gmail, bank details, transaction details, income or any other sensitive details with these third party analytics service providers.

We neither rent nor sell your personal Information to anyone. However, we may share your Personal Information with third parties as described in this section:

1. We only transfer the data to others if necessary to provide or improve user-facing features that are prominent in the requesting application's user interface. We may also transfer data as necessary to comply with applicable law or as part of a merger, acquisition, or sale of assets with notice to users. All other transfers or sales of the user data are prohibited

2. We don't use or transfer the data for serving ads, including retargeting, personalized, or interest-based advertising; and

3. We don't allow humans to read the data, unless :

• (a) We first obtain your affirmative agreement for specific purposes;
• (b) It is necessary for security purposes (such as investigating a bug or abuse);
• (c) It is necessary to comply with applicable law; or
• (d) Our use is limited to internal operations and the data (including derivations) have been aggregated and anonymized.

These prohibitions of user of data apply to all the information/ data obtained from you with your explicit consent .Our employees, agents, contractors, and successors comply with this Policy.

Changes to Privacy Policy

Privacy Questions and Access

The Prevention of Money Laundering Act 2002 and SEBI (Investment Advisors) Regulations, 2013 require record retention for a period of up to 5 years post the deletion of your account. In the event of the pendency of any legal/ regulatory proceeding or receipt of any legal and/or regulatory direction to that effect, we may retain your information for a longer period.

Security and Responsible Disclosure

We shall put best of our efforts to investigate and fix the legitimate issues in a reasonable time frame, meanwhile, requesting you not to publicly disclose it.