At Nilkanth Financial Services, we take your privacy seriously. This Privacy Policy is designed to help you understand how we collect, use, disclose, and safeguard your personal information. By visiting our website and using our financial advisory services, you consent to the practices described in this policy.
We may collect the following types of personal information:
1.1.Contact Information:This includes your name, email address, phone number, and postal address, which we may collect when you subscribe to our newsletters, request information, or contact us through our website.
1.2. Financial Information:When you engage our financial advisory services, we may collect information about your financial situation, investment goals, and objectives to provide you with personalized advice.
1.3. Login Credentials:If you create an account on our website, we will collect your username and password to facilitate your access to our services.
1.4.Communication Records:We may keep records of communications between you and Nilkanth Financial Services, including emails, chat logs, and phone call recordings for quality assurance and training purposes.
1.5.Usage Information: We may collect information about how you interact with our website, such as your IP address, browser type, and device information. We use cookies and similar technologies to track your usage patterns.
2.1.Providing Services: We use your personal information to provide you with financial advisory services, respond to your inquiries, and deliver newsletters or updates that you request.
2.2.Improving Services: We analyze user data to enhance and customize our services, website content, and user experience.
2.3. Legal Obligations: We may use your information to comply with legal requirements and regulations.
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. However, no data transmission over the internet is entirely secure, and we cannot guarantee the absolute security of your information.
4.1. Access and Updates: You may request access to, correction, or deletion of your personal information by contacting us. We will make reasonable efforts to accommodate your request, subject to legal and contractual limitations.
4.2. Marketing Communications: You can opt-out of receiving marketing emails from us by following the instructions provided in the email or contacting us directly.
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the updated policy on our website.
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-87711 | Date of initial registration – 27-Feb-2023 | Current validity of ARN – 26-Feb-2026
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