We value trust as much as capital.

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This Privacy Policy outlines how we collect, use, protect, and manage personal information shared with us through this website or during our engagement.

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Information We Collect

We may collect the following information voluntarily shared by you:

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• Name, email address, phone number

• Country of residence, investor category (RI / NRI / OCI)

• Financial goals, preferences, and general investment context (only when shared by you)

• Website usage data for performance and experience improvement

 

We do not collect or store sensitive financial credentials such as bank passwords, OTPs, or trading account login details.

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How We Use Your Information

Your information is used strictly to:

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• Respond to your queries or consultation requests

• Deliver personalized wealth management insights and research

• Improve the quality and relevance of our services

• Meet internal compliance and record‑keeping requirements

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We do not sell, rent, or trade your personal information to third parties.

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Data Protection & Confidentiality

We follow industry‑standard data protection practices and maintain strict confidentiality.
Access to client information is limited, controlled, and need‑based.

 

 

Third‑Party Tools

We may use secure third‑party tools (email, analytics, CRM) strictly for operational purposes. These providers are expected to maintain equivalent data security standards.

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Your Consent

By using this website or sharing your information, you consent to the terms of this Privacy Policy.