Privacy Policy

1. Our Privacy Commitment

This privacy policy sets out how Premansu Kumar Mohantyuses and protects any information that you share when you use this website and our financial intermediation services. We understand that our relationship is strongly built on trust and faith. We are strictly committed to protecting the confidentiality of our clients’ information.

2. Information We Collect

In order to provide mutual fund distribution, tax planning, ITR filing assistance, and insurance services, we may collect the following information:

• Full Name, Date of Birth, Gender, and Marital Status.
• Contact details including verified Email Address and Phone Number.
• KYC documentation as mandated by SEBI/AMFI (PAN Card, Aadhaar Card, Address Proof, Bank Account Details).
• Financial information relevant for goal-based investment planning and tax computation.
• Technical details like IP address, browser type, and usage cookies for optimal web service experience.

3. Purpose & Use of Collected Information

We require this information to understand your financial needs, execute requested transactions, and deliver customized services:

• Facilitating KYC registration and Mutual Fund transactions with Registrar and Transfer Agents (RTAs like CAMS, KFintech) and AMCs.
• Preparing accurate tax computations and ITR submission records.
• Internal record keeping, statutory compliance, and periodic portfolio reports.
• Providing transaction confirmations, investment updates, and market insights.

4. Security & Data Storage

We are committed to ensuring that your information is secure. To prevent unauthorized access, misuse, or alteration of personal data, we utilize suitable physical, electronic, and managerial safeguards. We do not sell, distribute, or lease your personal information to commercial third parties without your explicit permission or legal obligation under Indian law.

5. Cookies & Tracking

A cookie is a small file placed on your computer’s hard drive to help analyze web traffic or let you know when you visit a particular page. We use traffic log cookies to identify which pages are being used. This helps us analyze data about web page traffic and improve our website in order to tailor it to client needs. You can choose to accept or decline cookies through your browser settings.

6. Contacting the Privacy Officer

If you have any questions or concerns regarding this privacy policy or your personal data handling, please contact: