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Privacy Policy

Effective Date: 20 May 2026

We respect your privacy and are committed to protecting your personal information.

1. Information We Collect

We may collect:

  • Name
  • Email address
  • Phone number
  • PAN (only when required for transactions)
  • Address details
  • Investment preferences
  • KYC-related information

2. How We Use Your Information

We use your information to:

  • Process mutual fund transactions
  • Provide customer support
  • Send investment-related updates
  • Comply with regulatory requirements
  • Improve our website and services

We do not sell or rent your personal information to third parties.

3. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, misuse, or disclosure. However, no internet transmission is 100% secure.

4. Sharing of Information

We may share your data with:

  • Asset Management Companies (AMCs)
  • Registrar and Transfer Agents (RTAs)
  • KYC Registration Agencies (KRAs)
  • Payment gateway partners
  • Regulatory authorities if required

5. Cookies

Our website may use cookies to enhance user experience and analyze website traffic. You may disable cookies in your browser settings.

6. Your Rights

You may:

  • Request access to your data
  • Ask for correction of incorrect information
  • Withdraw consent where applicable

To exercise your rights, contact us at: ca.ajitdarda1@gmail.com

Secure with Ajit

A structured financial advisory practice based in Mumbai. Investments, insurance, and planning — done with the attention they deserve.

ARN: 283888  ·  Verify on AMFI

Services
  • Investment Advisory
  • Mutual Funds
  • PMS & AIF
  • Financial Planning
  • Insurance
  • Retirement Planning
Calculators
  • SIP Calculator
  • Step-Up SIP
  • Cost of Delay
  • Retirement
  • Education
  • Marriage
© 2026 Secure with Ajit · Mumbai
Disclaimer Privacy Terms

Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. Insurance is the subject matter of solicitation. Secure with Ajit is an AMFI Registered Mutual Fund Distributor (ARN: 283888). This site is for general information only and does not constitute investment advice.