Privacy Policy

Effective Date: 10/8/2026

At Partner Name Pvt. Ltd., we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard the information you provide while using our website.

Information We Collect

We may collect the following information:

  • Name
  • Mobile Number
  • Email Address
  • City/Location
  • PAN (where applicable)
  • Investment preferences
  • Financial information voluntarily shared by you
  • IP Address, browser type, device information, and website usage statistics

How We Use Your Information

Your information may be used to:

  • Respond to your enquiries.
  • Schedule financial consultations.
  • Assist with mutual fund investments.
  • Provide portfolio-related services.
  • Send updates, newsletters, and market insights.
  • Improve our website and customer experience.
  • Comply with legal and regulatory requirements.

Information Sharing

We do not sell or rent your personal information.

Your information may be shared only with:

  • Mutual Fund AMCs
  • Registrar & Transfer Agents (RTAs)
  • KYC Registration Agencies
  • Payment gateways
  • Technology service providers
  • Regulatory authorities, where required by law

Data Security

We implement appropriate technical and organizational security measures to protect your information from unauthorized access, alteration, disclosure, or destruction.

Cookies

Our website may use cookies to improve user experience, remember preferences, and analyze website traffic.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

Your Rights

You may request to:

  • Access your personal information
  • Correct inaccurate information
  • Update your contact details
  • Withdraw consent for marketing communications

Contact

For privacy-related queries, please contact:

Partner Name Pvt. Ltd.

Email: hello@partnername.in

Phone: +91 98765 43210