Privacy Policy

1. Information We Collect

• Personal information such as name, phone number and email address.
• Investment preferences and service-related information.
• Communication records including emails and support requests.

2. How We Use Information

• To provide research and advisory services.
• To improve customer experience.
• To comply with regulatory requirements.
• To communicate important updates and support information.

3. Information Sharing

We do not sell personal information. Data may be shared only when required by law, regulatory authorities, or trusted service providers working under confidentiality obligations.

4. Data Security

We maintain appropriate technical and organizational measures to protect personal information from unauthorized access, disclosure, or misuse.

5. Data Retention

Information is retained only for as long as necessary to fulfill business, legal, and regulatory requirements.

6. Your Rights

• Request access to your information.
• Request corrections of inaccurate information.
• Withdraw consent where applicable.
• Request deletion where legally permitted.

7. Policy Updates

This Privacy Policy may be updated periodically. Any changes will be published on this page.