Privacy Policy & Data Security

What information we collect

We collect information you choose to give us directly — for example, when you fill in our Contact form, that typically includes your name, email address, phone number, rank, and any message you send us. We don’t ask for financial account details or sensitive documents through this website; that only happens later, directly, once you’re an actual client going through onboarding.

We also automatically collect some general usage data through Google Analytics and Google Search Console — things like which pages are visited, how long people stay, and roughly what device or browser they’re using. This is aggregated and not tied to your name unless you’ve also submitted a form.

How we use your information

• To respond to your enquiry and have a conversation about your situation
• To understand your risk profile and goals, if you go on to become a client
• To send you information you’ve specifically asked for or agreed to receive
• To meet our own regulatory record-keeping obligations as an AMFI-registered distributor
• To understand, in aggregate, how people use this website so we can improve it

We don’t use your information for anything beyond what’s listed here, and we don’t sell your information to anyone.

Who we share information with

We work with a small number of trusted service providers to actually run this website and business. We don’t sell or rent your data to anyone, for any reason.

Who	What for
Zoho Mail	Hosting our email and delivering messages you send us
Hostinger	Hosting this website and its underlying data
Centracity	Servicing your actual mutual fund, AIF, or PMS investments, if you become a client
Google (Analytics & Search Console)	Understanding general, aggregated website usage

Each of these providers only receives the information necessary for their specific function, and is bound by their own data protection obligations.

How we keep your information secure

• This website is served entirely over HTTPS, with SSL encryption on all traffic
• Access to our website admin and email systems is restricted and password-protected
• We use two-factor authentication on our website’s administrative access
• We only retain the information we actually need, for as long as we reasonably need it

Cookies

This website uses cookies associated with Google Analytics to understand aggregate website usage. We don’t use advertising or tracking cookies, and we don’t run any ad networks on this site.

Your rights

Under the DPDP Act, and as a matter of how we’d want to be treated ourselves, you have the right to:

• Ask what personal information we hold about you
• Ask us to correct information that’s inaccurate or incomplete
• Ask us to delete your information, where we’re not required to keep it for regulatory reasons
• Withdraw consent for us to contact you, at any time
• Raise a concern or complaint about how your information has been handled

To exercise any of these, just email us — details below.

Children’s data

This website and our services are intended for adults. We don’t knowingly collect personal information from anyone under 18.

Changes to this policy

We may update this policy from time to time as our practices, or the regulatory landscape, evolve. We’ll update the date below whenever we do.

Questions or requests

For any privacy-related question, request, or concern, email us at hello@chartmyfunds.com. See also our Disclosures & Compliance page for our regulatory information.