Privacy Policy

Data Collection and Storage Policy:
We collect and store client information solely for the purpose of providing investment advisory services. All personal and financial data is maintained securely in accordance with applicable data protection standards.

Use of Client Personal and Financial Data:
Client data is used exclusively for advisory purposes, including analysis, portfolio review, and financial planning. We do not share or sell client information to any third party without explicit consent.

Statement of Confidentiality:
All client information is treated as strictly confidential. Access is limited to authorized personnel involved in providing advisory services.

Consent Clause for Online Forms:
By submitting information through our website or online forms, clients consent to the collection and use of their data for investment advisory purposes.

Compliance Reference:
This Privacy Policy complies with the provisions of the Information Technology (Reasonable Security Practices and Procedures) Rules, 2011.