Privacy Policy

1. Information we collect

• Contact details you submit via forms or WhatsApp (name, email, phone, city).
• Financial-goal information you voluntarily share during consultations.
• KYC information when you onboard for mutual fund / insurance transactions — processed by AMCs, registrars (CAMS/KFintech) and AssetPlus as per SEBI/IRDAI regulations.
• Basic anonymized analytics (pages visited, device type) to improve the site.

2. How we use your information

• To respond to your enquiries and provide personalized financial guidance.
• To facilitate mutual fund and insurance transactions via regulated platforms (AssetPlus, AMC portals, insurance underwriters).
• To share updates, scheme information, and educational content (only if you've opted in).
• To comply with SEBI, AMFI, IRDAI, and Income Tax regulations.

3. Data sharing

We do not sell or rent your data. Information is shared only with:

• Asset Management Companies (AMCs) and Registrars (CAMS/KFintech) for transaction processing.
• AssetPlus — our SEBI-registered transaction platform.
• Insurance underwriters when you opt for a policy.
• Regulators or courts if legally required.

4. Data security

We follow reasonable security practices to protect your information. Financial transactions occur on regulated, encrypted platforms operated by AMCs and AssetPlus — we do not store sensitive financial credentials on this website.

5. Cookies & analytics

This site may use basic cookies for analytics. You can disable cookies in your browser without affecting core functionality.

6. Your rights

You can request access, correction, or deletion of your personal data by writing to us (see contact below). We will respond within 30 days.

7. Contact

Pranay Kumar Gorre · AMFI ARN-316810
WhatsApp: +91 72593 75199