Privacy Policy

1. Information We Collect

We may collect information that you provide directly to us, including your name, email address, phone number, address, investment interests, and any other details you submit through a contact, enquiry, or meeting-booking form.

We may also collect limited technical information, such as your IP address, browser type, device information, pages visited, and general website usage data, to keep the website secure and improve its performance.

2. How We Use Your Information

We use personal information to respond to enquiries, arrange meetings, provide information about our mutual fund distribution and financial planning services, process service requests, maintain records, improve our website, prevent misuse, and comply with applicable legal and regulatory obligations.

3. Sharing and Disclosure

We may share information with service providers who help us operate the website or deliver requested services, and with financial institutions, insurers, registrars, or regulatory authorities when necessary for a service you request or when required by law. We do not sell your personal information.

4. Cookies and Similar Technologies

Our website may use cookies or similar technologies for essential functionality, security, preferences, and aggregated usage insights. You can manage cookies through your browser settings; disabling some cookies may affect website functionality.

5. Data Security and Retention

We use reasonable administrative, technical, and organisational safeguards to protect personal information. We retain information only for as long as needed for the purposes described in this policy, to maintain business and regulatory records, resolve disputes, or comply with legal requirements.

6. Your Rights

Subject to applicable law, you may request access to, correction of, or deletion of your personal information, or ask us to stop using it for a particular purpose. Contact us using the details below. We may need to verify your identity before completing a request.

7. Third-Party Websites

Our website may contain links to third-party websites or services. Their privacy practices are governed by their own policies, and we encourage you to review those policies before sharing information.

8. Changes to This Policy

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