Privacy Policy
We are committed to maintaining the privacy and security of your personal information in accordance with DPDPA 2023 and SEBI/AMFI guidelines.
Privacy Commitment
This Privacy Policy is aligned with the Digital Personal Data Protection Act, 2023 (DPDPA), Information Technology Act 2000, SEBI Master Circulars for Mutual Funds, and AMFI Data Sharing Principles. By engaging with Finadore, you consent to the collection and use of your personal information as described below.
Information We Collect
Personal Details
- Name, address, date of birth, PAN, Aadhaar (for KYC), contact details (mobile number, email ID)
- Bank account information, nomination details, and investment preferences
Financial Details
- Annual income range, net worth, existing investments
- Risk profile assessment responses, investment horizon, goals, and transaction history
KYC Documents
- PAN card copy, Aadhaar copy, address proof, photograph
- Bank statement or cancelled cheque, FATCA/CRS self-declaration, and UBO details (for non-individual investors)
Purpose of Data Collection
Your data is used strictly for:
- Processing mutual fund transactions and completing KYC
- Meeting SEBI/AMFI/PMLA regulatory obligations
- Conducting risk profiling and suitability assessment
- Sending transaction confirmations, account statements, and service communications
- Responding to queries and complaints
We do NOT use your data for marketing, nor do we sell, rent, or share your data with any unrelated third party.
Data Sharing Rules
| Shared With | Reason |
|---|---|
| AMCs and RTAs | For processing mutual fund transactions |
| SEBI and AMFI | Upon regulatory request |
| Auditors | During compliance audits |
| KRAs (CAMS, CVL, NDML, CKYC) | For KYC verification |
Data Storage & Security
- Data stored on secure, encrypted systems with two-factor authentication (2FA)
- Role-based access controls are implemented
- Physical documents stored securely at the registered office
- Employees sign confidentiality agreements
- Strong password policies and regular security audits are enforced
Your Rights Under DPDPA 2023
Access your personal data held by us
Request correction of inaccurate or incomplete data
Request deletion, subject to regulatory requirements
Withdraw your consent to data processing at any time
File a complaint with the Data Protection Board of India
To exercise your data rights or for privacy-related queries, contact: care@finadore.com | +91 62803 07033
Data Retention: Client records are retained as per SEBI, AMFI, PMLA, and Income Tax regulations. Data is securely deleted after the retention period expires.
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