Privacy Policy

How we collect, use, and protect your information

Introduction

This privacy policy sets out how Finovia Wealth Private Limited ("Finovia") uses and protects any information that you share when you use this website. Finovia is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement. Finovia reserves the right to change this policy from time to time by updating this page.

Finovia understands that our relationship is strongly built on trust and faith. In the course of using information on this website or availing of Finovia's services, Finovia may become privy to the user's personal information. Finovia is strictly committed to protecting the privacy of its users and has taken reasonable measures to protect the confidentiality of the user's information and its transmission through the internet. However, Finovia shall not be liable, in any manner, for disclosure of the user's confidential information in accordance with this privacy statement or in terms of the agreement, if any, with the user, or by reasons beyond Finovia's control. We may, however, be required to disclose your personal information to the government, judicial bodies, regulators or to any person to whom we are obligated to make disclosures under applicable laws.

External Links

Links to other websites: This website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that Finovia does not have any control over such third-party websites, nor does it verify, monitor or endorse their content, in any manner. Therefore, Finovia cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites. You should exercise caution and look at the privacy statement applicable to the website in question. Clicking on any hyperlinks to other websites is at the user's own risk. Finovia is not responsible for the setup of any hyperlink from a third party website to this website.

Information We Collect

We may collect the following information:

  • Name and contact details
  • Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
  • Demographic information such as gender and income
  • Other information that can help us improve our services

How We Use Your Information

We use the information we gather for the following purposes:

  • To conduct Know-Your-Customer registration as required by SEBI and/or other regulatory bodies
  • To perform compliance checks and keep/maintain internal records
  • To use the information to improve our products and services
  • To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting
  • To contact you via phone or email for market research purposes

You will be free to unsubscribe from our mailing list at any time if you do not wish to receive such emails from us. We will not sell, distribute or lease your personal information to third parties, unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

  • Your data is stored safely and securely. Passwords are one-way encrypted before being stored in the database for high security.
  • All communication with you, or with mutual fund companies and other service providers is encrypted using the highest standards.
  • Your data is not shared with anyone, unless required by law or for fulfilment of a transaction request.
  • To ensure that we achieve these goals, we have a variety of certifications/trust verifications in place, both from technical and legal/operational perspectives. All our communications are encrypted and our data is hosted with top-tier hosting service providers. Our data is also continuously backed up to ensure continuity of operations.

Last updated: 9/29/2025