Privacy Policy

Introduction

__________Limited acknowledges the expectations of its customers regarding privacy, confidentiality and security of personal information.

Keeping personal information of customers secure and preventing any misuse thereof, is therefore a top priority of __________

We state that ___________is strongly committed to protect the privacy of its customers and has taken all necessary and reasonable measures in line with best industry practice to protect the confidentiality of your personal information  and its transmission through our websites.

This Policy is published and shall be construed to be in accordance with the provisions of the Information technology act 2000 read with rules and other applicable laws that require publishing of the privacy notice for collection, usage, storage, usages, disclosure and transfer of sensitive personal data or information.


Personal Information

Personal information mean any information/documents/details that relates to a natural person which either directly or indirectly in combination with other information available with ____________can identify such person

Applicability

This policy applies to Personal information such as details pertaining to your name, parentage, marital status, nationality, state/city of residence, residential address , e-mail, date of birth, contact number and mobile number user id password, recent photograph and signature image, income proof, pan, credit score, credit information , e-KYC through UIDAI, Aadhar based e-sign and such other KYC, which may be shared by you as and when you avail any products or services through usage of the websites.

By visiting and/or using our website you agree to this policy. It is strongly recommended for you to return to this page periodically to review the most current version of the policy.

________reserves the right at any time, at its sole discretion to change or modify the Policy without prior notice and your continued access or use of this website signifies your acceptance of the updated or modified policy.

However if we make any material change to the Policy we will notify you by e-mail or by means of notice on this website prior to the change becoming effective.

 

Express consent

(i) You while providing your details/documents over the Website, including but not limited to PI as mentioned hereinabove, expressly consent to _____________(including its marketing channels and business partners) to contact you through SMS, call and/ or e-mail and to follow up calls in relation to the services provided through the Website, for imparting product knowledge, offering promotional offers running on Website & various other offers offered by its business partners.

 

The usage of the Website may also require you to provide consent for keying in/ uploading your PI (including but not limited to user ids and passwords), as may be necessary to process your application through the Website. Any PI which requires to be keyed in/ uploaded is required for enabling hassle free, faster and paperless (to the extent possible) processing of applications for financial products so opted/ availed by you.

 

 If you are no longer interested in sharing your PI, please e-mail your request at: ____________. Please note that it may take about ____ business hours to process your request. In furtherance to your usage of the Website, you expressly waive the Do Not Call (DNC) / Do Not Disturb (DND) registrations on your phone/mobile numbers for contacting you for such purpose and usage. Hence, there will be no DNC / DND check required for the number you may have left on our Website. Such modes of contacting you may include sending SMSs and/ or telephonic calls.

 

(v) ________ reserves the right (and you expressly authorize ________) to share or disclose your PI when __________ determines, in its sole discretion, that the disclosure of such information is necessary or appropriate under the law for the time being in force.

 

CREDIT INFORMATION REPORT

(ii) Availing your credit information through ________is subject to your passing of appropriate identity authentication for security and privacy purposes. ______ shall not notify you the reasons if you are unable to pass such identity authentications and not able to view and/or use your credit information.

 

__________ may analyze and profile your credit information in order to assist you in being better informed about, understand and manage your credit score/rating, identify and inform you of credit products that are likely to be suited to your circumstances, to identify whether you may benefit from additional guidance concerning your credit score and steps you can take to improve your score and credit history etc. For more details please access

 

______ collects, receives, possesses, stores, deals or handles PI received from investors/client/customers whether existing or prospective. Such PI may be as per the indicative list given below:

1. Bank Account details, change of bank account details or registration of multiple bank accounts etc. through application forms;

2. Payment instrument details at the time of submitting application at the time of investment or as proof for carrying out change of bank account or any other details of debit card obtained (if any);

3. Generation and storing password (PIN) in encrypted form based on the request from the investor under the online mode of investments;

4. Demographic /Biometric information obtained, if any;

5. Demat Account details like beneficiary account no. etc.;

6. Annual Income and savings profile; and

7. Any other information as may be considered as PI.

 

The aforesaid information is being collected by ____________to respond to your requests, to process the investment applications and to also ensure safe subscriptions/redemptions of mutual fund investments

 

OPTOUT

In case you do not wish to be disturbed over telephone calls , kindly mail to _____________. The details that you provide through opt out e-mail will remain confidential and once you have submitted the same to us, your telephone number(s) will be removed within ______days.