Privacy Policy

1. Introduction

Aksha Moneyworks4u Private Limited values your trust and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you interact with us as a client, investor, or partner.

2. Information We Collect

We may collect the following categories of information:

Personal Identification: Name, address, contact details, PAN, Aadhaar (where applicable).
Financial Information: Bank account details, investment preferences, transaction history.
KYC Documentation: Identity and address proof, photographs, signatures.
Digital Information: IP address, device details, cookies (when using our website or app).

3. How We Use Your Information

Your information is used for:

To conduct KYC registration as required by SEBI.
Processing mutual fund transactions (purchase, redemption, SIP).
Complying with regulatory requirements (SEBI, AMFI, RBI, etc.).
Communicating account statements, transaction confirmations, and updates.
Providing personalized investment services and recommendations.
Enhancing security and preventing fraud.

4. Information Sharing and Disclosure

We do not sell or rent your personal data. Information may be shared with:

Regulators and Authorities: SEBI, AMFI, Income Tax Department, or other statutory bodies.
Mutual Fund Companies/RTAs: For transaction processing and record-keeping.
Service Providers: IT support, auditors, compliance partners (bound by confidentiality agreements).
Legal Requirements: When disclosure is mandated by law or court order.

5. Data Security

We implement appropriate technical and organizational measures to protect your data.

6. Data Retention

We retain your information for as long as required by law or for the purpose of providing services. Once retention is no longer necessary, data is securely deleted or anonymized.

7. Your Rights

You have the right to:

Access your personal information.
Request corrections or updates.
Withdraw consent for marketing communications.
Raise concerns about misuse of your data.

Requests can be made by contacting purnima.h@moneyworks4u.in .

8. Cookies and Digital Tracking

Our website may use cookies to improve user experience. You can manage cookie preferences through your browser settings.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be communicated via our website or email.

10. Contact Us

For questions or concerns about this Privacy Policy, please contact:

purnima.h@moneyworks4u.in
Aksha Moneyworks4u Private Limited