Privacy Policy

1. Information We Collect

When you use this website or engage Adhya Invest Mantra for any service, we may collect: your name, phone number, email address, PAN, address and other KYC details; information you submit through our contact or lead forms; and technical information such as browser type and pages visited, collected automatically.

2. How We Use Information

We use the information you provide to respond to enquiries, process applications for mutual funds, Portfolio Management Services, insurance, bonds, deposits or NPS on your behalf, comply with KYC and regulatory requirements, and improve this website. We do not use your information for unrelated marketing without your consent.

3. Sharing With Third Parties

To process an investment or insurance application, your information is necessarily shared with the relevant Asset Management Company, Registrar and Transfer Agent (RTA), KYC Registration Agency (KRA), insurer, bond issuer, or NPS Central Recordkeeping Agency. We do not sell your personal information to any third party for marketing purposes.

4. Cookies

This website uses minimal, functional storage only — for example, to remember that you have seen our disclaimer notice during your current browser session. We do not use third-party advertising or tracking cookies. See our Cookie Policy for details.

5. Data Security

We take reasonable technical and organisational measures to protect your information from unauthorised access, alteration or disclosure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

6. Your Rights

You may request access to, correction of, or deletion of your personal information held by us, subject to our regulatory record-keeping obligations as a mutual fund distributor. Write to us at adhyafin26@gmail.com to make such a request.

7. Data Retention

We retain KYC and transaction-related information for as long as required under applicable SEBI, AMFI and other regulatory record-keeping norms, and delete or anonymise other information when it is no longer needed for the purpose it was collected.

8. Children's Privacy

Our services are intended for individuals who are 18 years or older, or for accounts opened on behalf of a minor by a parent or legal guardian in accordance with applicable regulations. We do not knowingly collect personal information directly from children.

9. Changes To This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.

10. Contact Us

For any privacy-related query, write to adhyafin26@gmail.com or call +91 95631 36434.