Maintaining the trust and confidence of our clients is our high priority. We are committed to operating our website with highest ethical standards and appropriate internal controls. This privacy policy details out the personal information we collect, how we use that information and how we safeguard that information. By using our services, you agree to the terms of the privacy policy. This notice is provided to you on behalf of Suman Shandil. We encourage you to go through our privacy statement.

Personal Information we collect:

The personal information we collect from you in connection with providing financial advice, investment products, understand your financial goals, and for rendering services to you.

We collect and store only that information you knowingly provide to us or with your explicit consent. If any changes are brought in any information you have provided, you shall bring it to our notice by writing to us at shandil910@gmail.com

The personal information we collect include:

Your name, address, contact details, email ID, phone number, birth date, PAN details, Aadhar number, gender, income levels, employment status, dependents status, occupation, marital status, Information about your transactions with us, bank details etc. registration process.

Any other financial information as may be required for conducting financial planning or advising on various financial products (if services availed).

How we use information:

The Information provided by you is used:

  • For KYC process: based on your explicit consent, we fetch your KYC details from regulated central KYC registry in order to comply with regulatory requirement.
  • For risk profiling: age group, income levels, count of dependent family members, job/business profile, saving practices, approach to financial decisions, behavioural assessment.
  • To provide you insights and information on financial products and goals relevant to you.
  • For the registration process to avail our services and in order to comply with regulatory requirement.
  • We also may use the unique identifier of your mobile or computer device to track any suspicious activity.
  • Any other financial information as may be required for conducting financial planning or advising on various financial products (if services availed).

We would use google analytics which uses first party cookies to collect user interaction with our web-based services. Cookies are pieces of information stored on computer/mobile device. The cookies store non personally identifiable information which help us in understanding what sort of information and content interests you the most. Please note that if there are any advertisements on our site for other companies, they may use their own cookies when you access their sites. We do not control or access to that information being collected. Please note that none of the information would be shared with google analytics.

Our security policy:

We take utmost care and precautions to ensure that your personal data is secure with us. We maintain physical, electronic, and procedural security measures to safeguard your confidential information. Your information will not be sold, rented exchanged, transferred, or given to any company or individual for any reason without your consent. However, we may disclose that information to government or regulatory authority as required under the laws or regulations or India.

Closed or inactive accounts: if you decide to close your account or become an inactive customer, our privacy policy will continue to apply to you.