What we collect
We collect only the personal information you choose to share with us — typically your name, contact details and, where you become a client, the KYC and financial details required to process mutual fund transactions on your behalf.
Privacy Notice
How we handle your information
What we collect, what we use it for, and who it does and does not go to.
How we use it
Personal information is used solely to provide our mutual fund distribution services: assessing suitability, processing transactions, and providing statements and after-sales service. It is not used for any other purpose.
Who we share it with
Your information is shared only with the Asset Management Companies, Registrars and Transfer Agents and exchange platforms necessary to execute and service your transactions. It is not shared with any third party, group company or affiliate for cross-marketing purposes.
Third-party processors
Where a third-party tool is used for client reporting or record-keeping, that provider processes your data under a written data-processing and confidentiality agreement, and may not use it for its own purposes.
Client confidentiality
We do not publish client names, portfolio data or testimonials identifying any client without that client's prior written consent. This website carries no client testimonials.
This website
This site is a static informational website. It hosts no login, no transaction facility and no data-collection form; enquiries reach us by email or telephone only. Should a form be introduced, this notice will be updated with the applicable consent language before it goes live.