PRIVACY POLICY
At Assetian?
your privacy is important to us. This Privacy Policy explains how we collect, use, store, and protect your personal and financial data when you use our wealth management and financial advisory services.
1. Information We Collect
We may collect the following information:
- Personal Identification: Name, address, email ID, phone number, PAN/Aadhaar, etc.
- Financial Information: Income, investment data, bank details, tax records.
- Transactional Data: Details of services used, payments made, and account activity.
- Technical Data: Device and browser information, cookies, usage logs.
2. How We Use Your Information
We use your data to:
- Offer personalized wealth management and financial planning services.
- Understand your financial goals and risk appetite.
- Comply with SEBI, RBI, and other regulatory obligations.
- Communicate performance reports, market updates, and important notices.
- Improve our services and digital experience.
3. Sharing Your Information
We do not sell your personal data. Your data may be shared with:
- Custodians, brokers, and financial service providers to execute transactions.
- Regulatory authorities such as SEBI, RBI, and the Income Tax Department, when legally required.
- IT vendors and secure cloud platforms, under strict confidentiality agreements.
- Only with your prior consent, where applicable.
4. Your Rights Under the DPDP Act (India)
In accordance with India’s Digital Personal Data Protection Act, 2023, you have the right to:
- Access and Review your personal data held by us.
- Correct Inaccuracies in your data.
- Withdraw Consent for data processing (subject to legal/contractual requirements).
- Request Deletion of your data, where applicable.
- File Complaints with the Data Protection Board if you believe your data has been mishandled.
We act as a Data Fiduciary under the DPDP Act and will ensure compliance with all obligations related to transparency, purpose limitation, data minimization, and data security.
5. Data Retention
Your data will be retained only as long as necessary to:
- Fulfill the services you have engaged us for.
- Comply with applicable tax, regulatory, and legal requirements.
- Ensure proper record-keeping and dispute resolution.
6. Security Measures
We use industry-standard encryption, access control, firewalls, and secure cloud infrastructure to safeguard your data from unauthorized access, misuse, or loss.
7. Website, Cookies, and Analytics
We may use cookies and third-party analytics tools (e.g., Google Analytics) to enhance your experience. You may choose to disable cookies via your browser settings.
8. Policy Updates
This Privacy Policy may be updated as per changes in the law or our practices. Updated versions will be made available on our website with the date of revision.
9. Contact Information
For questions, requests, or complaints related to your data or this policy, please contact us at:
- Email:- Info@assetian.in
- Phone No:- +91 9056797200
- Address:- Assetian FinCon Private Limited
- Unit #1028-30, 10th Floor, Imperial Tower, CP67 Mall, Airport Road. Sector 67, SAS Nagar, Mohali 160062
Unit #1028-30, 10th Floor, Imperial Tower, CP67, Airport Road. Sector 67, SAS Nagar, Mohali 16006
