Saksham Financial Services Pvt. Ltd. ("Saksham") respects your privacy. This policy explains what information we collect through our website and services, how we use it and how we protect it.
Information We Collect
- Contact details such as your name, phone number, email address and city.
- Identification details required for KYC, such as PAN, date of birth and address proof.
- Financial and demographic details such as occupation, income range and investment preferences.
- Technical information such as browser type and pages visited, collected through cookies.
How We Use Your Information
- To respond to your enquiries and schedule meetings.
- To complete KYC and other formalities required by SEBI, AMFI, KRAs and product providers.
- To process transactions and service your investments.
- To send portfolio statements, updates and relevant communication. You may unsubscribe from promotional emails at any time.
- To comply with legal and regulatory requirements.
Sharing of Information
We do not sell or rent your personal information. We share it only with AMCs, registrars, KYC registration agencies, insurers and other product providers as needed to process your requests, or with government and regulatory authorities when required by law.
Data Security
We use reasonable physical, electronic and administrative safeguards to protect your information against unauthorised access, alteration or disclosure. However, no method of transmission over the internet is completely secure.
Cookies
Our website may use cookies to improve your browsing experience. You can disable cookies in your browser settings, although some features may then not work as intended.
Third-Party Websites
Our website may link to other websites. We are not responsible for their privacy practices and encourage you to read their privacy policies.
Access and Correction
You may request access to, or correction of, your personal information by writing to Support@sakshamfinserv.com.
Changes to This Policy
We may update this policy from time to time. The latest version will always be available on this page.