Privacy Policy

We collect information in two ways — information you provide directly and information collected automatically when you visit our website.

Information you provide:

• Name, email address, phone number submitted via contact or enquiry forms
• Investment-related details shared during onboarding or KYC processes
• PAN, Aadhaar, bank details, and other regulatory documents — only as required by AMFI/SEBI/KRA norms for account opening
• NRI-specific details (NRE/NRO account type, country of residence) when applicable
• Meeting bookings and communication records (e.g., Calendly scheduling data)

Information collected automatically:

• Browser type, device type, operating system, and IP address
• Pages visited, time spent, and referral source via analytics tools
• Cookies and similar tracking technologies (see Section 4)

We do not collect sensitive personal information (religion, political views, etc.) and we never knowingly collect data from individuals under 18 years of age.

Your information is used solely for legitimate business and regulatory purposes:

• To respond to enquiries and schedule consultations
• To process mutual fund transactions and maintain investor accounts through our backoffice (Wealth Elite by RedVision Technologies)
• To fulfil KYC and account-opening requirements mandated by SEBI, AMFI, CAMS, and KFintech
• To send you relevant investment updates, regulatory communications, or service-related notifications
• To improve website functionality and user experience through aggregated analytics
• To comply with applicable legal, regulatory, and audit obligations

We will not use your data for unsolicited marketing without your consent.

We do not sell, rent, or trade your personal information. We share your data only in the following circumstances:

• Regulatory bodies: SEBI, AMFI, BSE, CAMS, KFintech — as required for transaction processing and compliance
• Asset Management Companies (AMCs): For executing mutual fund investments on your behalf
• Technology partners: Wealth Elite backoffice, BSE Star MF platform — under contractual data-protection obligations
• Legal requirements: Where disclosure is required by law, court order, or government authority

All third parties with whom we share data are bound by confidentiality obligations and may not use your data for any purpose beyond the services they provide to us.

Our website uses cookies — small text files stored on your device — to improve your browsing experience. We use:

• Essential cookies: Required for core website functionality
• Analytics cookies: Google Analytics (or equivalent) to understand how visitors use our site — data is aggregated and anonymised
• Functional cookies: To remember your preferences (e.g., language, session)

You may disable cookies through your browser settings. Disabling analytics cookies does not affect your ability to use the website.

We implement reasonable technical and organisational measures to protect your personal data from unauthorised access, disclosure, alteration, or loss. These include:

• HTTPS encryption across the entire website
• Restricted access to client data within our team on a need-to-know basis
• Secure backoffice infrastructure managed by Wealth Elite/RedVision Technologies

However, no transmission over the internet or electronic storage system is 100% secure. We encourage you not to share sensitive credentials (PINs, passwords) via email or chat.

We retain your personal data for as long as necessary to provide our services and fulfil applicable regulatory obligations. Under SEBI and AMFI guidelines, certain investor records must be maintained for a minimum of five years from the date of the last transaction. After the retention period, data is securely deleted or anonymised.

You have the right to:

• Access the personal data we hold about you
• Correct inaccurate or incomplete information
• Request deletion of your data, subject to regulatory retention requirements
• Withdraw consent for marketing communications at any time
• Lodge a grievance through SEBI SCORES (scores.sebi.gov.in) or SmartODR (smartodr.in)

To exercise any of these rights, contact us at [email protected].

Our website may contain links to external websites (AMC portals, AMFI, SEBI, Calendly, etc.). These sites operate independently and have their own privacy policies. FinovestEdge is not responsible for the privacy practices or content of third-party websites. We encourage you to review their policies before submitting personal data.

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable regulations. The revised policy will be posted on this page with an updated "Last Updated" date. We encourage you to review this page periodically. Continued use of our website after any changes constitutes your acceptance of the updated policy.

For any privacy-related queries, grievances, or requests, please reach out to:

• Entity: Finovestedge Distribution Private Limited
• ARN: ARN-342847
• Email: [email protected]
• Phone / WhatsApp: +91 99964 55055
• Office Hours: Monday – Saturday, 10:00 AM – 6:00 PM IST

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. FinovestEdge is a registered Mutual Fund Distributor (AMFI ARN-342847) and not a SEBI-registered Investment Adviser.