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AMFI Registered Mutual Fund Distributor

Privacy Policy

By using our website and by enrolling our services, (Finmonks Financial Studio LLP), or providing us your personal information for any other purpose, you agree to this Privacy Policy and have read our disclaimers properly.

Finmonks Financial Studio LLP’s key objective is to provide personalized and customized investment solution to their clients under the given frame work and compliance laid down by SEBI and AMFI. We are a registered distributor for mutual fund and have qualified members in the organization to create and counsel on Financial Services’ of individuals.

1. The information provided on the FinMonks Financial Studio LLP website is for general informational purposes only and should not be considered as financial, investment, or legal advice. Visitors should consult with a qualified professional for advice tailored to their specific financial situation and objectives.
2. Using Finmonks Financial Studio LLP as a Registered User.

If you have provided us your email address:

◦ You are a registered user of Finmonks Financial Studio LLP.

◦ You may be asked to give us additional information such as your name, mobile number or email id in order to use certain features of the Services.

We use all the collected data to:

◦ Respond to your queries about the Services: We use the information provided to address any inquiries or concerns you may have regarding our services.

◦ Deliver to you any notices, alerts, or communications: We may send you important notices, alerts, or other communications relevant to your use of the services. These communications may include updates about your account, changes to our policies, or service-related announcements.

◦ Offering Relevant Products or Services: Based on the information you provide and your usage patterns, we may offer you other products or services that we believe may be of interest to you. However, you always have the option to opt-out of receiving such communications.

3. Using Finmonks Financial Studio LLP as an Investor.

If you wish to start investing in mutual funds through Finmonks Financial Studio LLP:

◦ You will be asked for basic registration information, such as an email address and mobile number etc.

◦ You will be asked to provide personal details including your name, address, age, marital status, sex, and income range.

◦ You will be asked for financial information like your bank account details and other payment instrument details.

We use this information to:

◦ Put you across the BSE STAR MF transaction platform for seamless transaction and servicing such communication.

4. How We Use Your Data.

Your email address is used to send you updates regarding the Services. You can select what communication you’d like to receive from us by modifying your account settings after you login to your Finmonks Financial Studio LLP account.

Your password is encrypted before being stored in our database and no one other than you knows or has access to it. Under no circumstance do we know or share your password with anyone.

In order to start investing through Finmonks Financial Studio LLP, we will need to verify your identity and complete all the required compliance of the regulators . To do so, we may, directly or through third parties, use the identification information you provide to verify it against databases maintained by a KYC (Know Your Client) Registration Agency, registered under the Securities and Exchange Board of India {KYC (Know Your Client) Registration Agency} Regulations, 2011, and the Unique Identification Authority of India.

We may also use your information to verify your identity in the event you contact us for assistance with the site or services.

We use cloud-based software tools to perform certain business-related functions. Examples of such functions include, maintaining databases and servers, processing text messages, phone calls, chats and emails, and marketing and sales analytics. Please note that these providers are bound by the same standards of data security practices and procedures as we are under law and contract.

5. How We Use Your Data.

Simply put, under no circumstance will we sell or rent your personal information to anyone, for any reason, at any time.

Just like any other financial services company, we use authorized third party service providers who are bound by the same standards of data security practices and procedures as we are under law and contract. They are subject to the same penalties as we are for the unauthorised disclosure of your personal information.

We update this Privacy Policy periodically. We will notify you of any changes to this Privacy Policy. The date of last revision appears at the top and all changes take effect immediately upon posting.

If you do not agree with the terms of this Privacy Policy or any changes made to this Policy, please cease using all Services immediately and write to us at the address mentioned under our contact section.