Privacy Policy

Information we collect

We collect information you provide directly to us, including:

• Appointment and contact forms: name, phone number, email, and any message you share.
• Investor Personality Test: name, email, mobile number, date of birth, language preference, and your test responses and resulting profile.
• Career applications: name, email, phone, experience, location, LinkedIn profile, and the CV and statement of purpose you upload.

We also automatically collect some technical information through Google Tag Manager and Meta Pixel, such as device and browser type, pages visited, and general usage patterns, to understand how the site is used and to measure our marketing.

How we use it

• To respond to enquiries and schedule appointments
• To generate and deliver your Investor Personality Test report, by email and WhatsApp
• To evaluate career applications
• To maintain records as required under AMFI and SEBI distributor regulations
• To improve this website and measure the effectiveness of our marketing

How we share it

We do not sell your personal information. We share it only with service providers who help us operate, our email and messaging providers (for report delivery and WhatsApp updates) and our internal record-keeping systems, and only to the extent needed for that purpose. We may also disclose information where required by law or by a regulator such as SEBI or AMFI.

Data retention

We retain personal information for as long as needed to fulfil the purpose it was collected for, or as required under applicable AMFI and SEBI record-keeping norms, whichever is longer.

Your choices

You can ask us to access, correct, or delete the personal information we hold about you by writing to us at the contact details below. You can also control analytics and advertising cookies through your browser settings at any time.

Security

We take reasonable technical and organisational measures to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

Children's privacy

This website is not directed at, and does not knowingly collect information from, minors.

Changes to this policy

We may update this policy from time to time. The "last updated" date at the top of this page reflects the most recent revision.

Contact us

For any privacy-related questions or requests, reach us at . See our Disclaimer for statutory and regulatory disclosures.