We respect your privacy. This policy explains how Finozone collects, uses, processes, shares and protects your personal information when you interact with our website and services.
This Privacy Policy describes how Finozone Investment Services Private Limited ("Finozone", "we", "us" or "our") collects, uses, processes, stores, shares and protects personal information when you visit our website, contact us, register with us or use services facilitated through Finozone.
Finozone is an AMFI-registered Mutual Fund Distributor. In providing mutual fund distribution and related support services, certain personal information may be required for investor onboarding, regulatory requirements, transaction processing and servicing.
By providing information to us or using our services, you acknowledge the practices described in this Privacy Policy, subject to applicable law and consent requirements.
Depending on how you interact with Finozone, we may collect information including:
We may process personal information for purposes including:
Mutual fund investing is subject to applicable KYC and regulatory requirements. Information provided during onboarding or transactions may therefore be processed or shared with entities involved in completing verification, transaction processing and investor servicing.
These may include, as applicable, Asset Management Companies (AMCs), Registrars and Transfer Agents (RTAs), KYC Registration Agencies (KRAs), transaction platforms, payment or banking partners and other authorised intermediaries or service providers.
Finozone acts as a Mutual Fund Distributor. Mutual fund schemes are managed by their respective Asset Management Companies.
We do not sell your personal information.
Personal information may be shared where reasonably necessary for providing services, processing transactions, fulfilling regulatory requirements or operating our technology infrastructure.
Depending on the service being used, information may be shared with:
Our website may use cookies and similar technologies to operate the website, remember preferences, understand website usage and improve the user experience.
We may also use analytics services to understand information such as pages visited, approximate traffic patterns, device type and browser information.
You can control certain cookies through your browser settings and, where available, through the cookie preferences provided on our website.
We take reasonable administrative, technical and organisational measures designed to protect personal information against unauthorised access, alteration, disclosure, misuse or loss.
However, no internet transmission, electronic storage system or technology platform can be guaranteed to be completely secure. Users should also take appropriate precautions to protect their passwords, devices and account credentials.
We retain personal information for as long as reasonably necessary to provide our services, maintain business and transaction records, resolve disputes, prevent fraud and comply with applicable legal and regulatory obligations.
Retention periods may vary depending on the type of information and the legal or regulatory requirements applicable to the relevant record.
Subject to applicable law, you may contact us regarding your personal information, including requests to:
Certain information may need to be retained even after a request where retention is required for legal, regulatory, transaction-record or dispute-resolution purposes.
We may send communications relating to transactions, service requests, account activity, regulatory requirements and other important service information.
Where applicable, we may separately send investor awareness content, product information, Finozone updates or promotional communications based on your consent or communication preferences.
You may opt out of promotional communications using the unsubscribe mechanism provided in the communication or by contacting us. This will not prevent us from sending communications that are necessary for servicing transactions, accounts or regulatory obligations.
Our website or services may contain links to or integrations with third-party websites, platforms or services.
Their privacy practices are governed by their own privacy policies and terms. We encourage you to review those policies before providing personal information directly to a third party.
Our services are not intended to independently collect personal information from children except where such processing is permitted under applicable law and the required consent or authorisation of a parent or lawful guardian has been obtained.
We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices or applicable legal and regulatory requirements.
The latest version will be published on this page with the updated revision date. We encourage users to review this page periodically.
For questions, privacy requests or concerns regarding this Privacy Policy or the handling of your personal information, please contact: