Privacy Policy
At Asset Financial, we value your trust. This Privacy Policy details how we collect, use, protect, and handle your information in accordance with SEBI guidelines and applicable Indian regulations.
1. Information We Collect
We may collect personal and transactional data to fulfill our onboarding requirements, regulatory responsibilities, and provide reliable research services:
- Identifiable Data: Full name, email address, phone number
- KYC Documents: Permanent Account Number (PAN), address proofs, and identity verification proofs
- Financial Data: Payment transaction details and history
- Usage Data: Non-personal website usage data, diagnostics, and analytics
2. Use of Information
Your collected information is strictly utilized to ensure seamless delivery and compliance requirements:
- KYC compliance checks and customer verification procedures
- Regulatory reporting to relevant agencies under SEBI and other governing bodies
- Effective service delivery and distribution of research calls
- Proactive customer communication and updates regarding subscriptions
- Fulfillment of legal obligations, compliance tasks, and auditing
3. Data Sharing
We do not sell, trade, or rent your personal information to third parties.
Your data is kept private and shared only under the following necessary scenarios:
- With SEBI, RAASB (Research Analyst Administration and Supervision Body), or KRA (KYC Registration Agencies)
- With law enforcement, legal advisors, or regulatory authorities, if mandatory under Indian law
4. Data Security
We deploy robust, standard technical and organizational security measures to shield your data from unauthorized access or alteration. However, please note:
- Data transmission over the internet or cloud storage can never be guaranteed 100% secure
- You accept and acknowledge this inherent security risk when subscribing to our services
5. Data Retention
We preserve client profiles and records in compliance with the SEBI Regulations and relevant Indian statutory guidelines. Information is stored for the duration required by these laws to facilitate auditing, legal reviews, and historical verification.
6. Your Rights
To ensure transparent control over your database files, you retain the following rights:
- Correction or revision of inaccurate or outdated personal data
- Immediate update of active contact details (email or telephone number)
- Seeking official clarification regarding database processing operations
7. Contact for Privacy Queries
SEBI Registered Intermediary Details
(Proprietor: Saurabh Sahu)
Disclaimer: Registration granted by SEBI (Securities and Exchange Board of India), enlistment of RA with BSE (Bombay Stock Exchange) and certification from NISM (National Institute of Securities Markets) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.