Privacy Policy

Privacy Policy

At Shreejikosh Services, we are committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your data.

1. Information We Collect

We may collect personal and financial information including, but not limited to:

• Name, contact details, and identification information

• Financial details relevant to services provided

• Communication records and service-related information

Information is collected only when voluntarily provided by the client or required for service delivery.

2. Use of Information

The information collected is used solely for:

• Providing financial advisory and related services

• Processing requests, applications, and transactions

• Communication, support, and service updates

• Regulatory and compliance requirements

We do not use client data for unauthorized marketing or promotional purposes.

3. Data Sharing & Disclosure

Client information is shared only with:

• Authorized third-party institutions (fund houses, insurers, service providers) strictly for service fulfillment

• Regulatory authorities, when required by law

We do not sell, rent, or trade personal information to any third party.

4. Data Security

We implement reasonable administrative, technical, and physical security measures to protect client information from unauthorized access, misuse, or disclosure. Access to sensitive data is restricted to authorized personnel only.

5. Confidentiality

All client information is treated with strict confidentiality. Our team adheres to professional and ethical standards to ensure data privacy at all times.

6. Client Rights

Clients have the right to:

• Access their personal information

• Request correction or updates to inaccurate data

• Withdraw consent where applicable, subject to regulatory requirements

Requests can be made by contacting us through official communication channels.

7. Cookies & Online Tracking

If applicable to digital platforms, we may use cookies to improve website functionality and user experience. Cookies do not collect personally identifiable financial information.

8. Data Retention

Client data is retained only for as long as necessary to provide services or as required under applicable laws and regulations.

9. Policy Updates

Shreejikosh Services reserves the right to update or modify this Privacy Policy at any time. Changes will be effective upon publication on official platforms.

10. Contact Information

For any questions or concerns regarding this Privacy Policy or data handling practices, please contact:

Shreejikosh Services
📧 Email: mutualfunds@shreejikosh.com
📞 Phone: +91-22-35923920‬ / 35900697

11. Consent

By using our services, you consent to the collection and use of your information in accordance with this Privacy Policy.