At Jayesh Talati Financial Services (“we”, “our”, “us”), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our financial advisory services.
1. Information We Collect
We may collect the following information:
Personal Information
When you contact us, submit an enquiry, request financial advice, or use our services, we may collect:
- Full Name
- Email Address
- Mobile Number
- Residential Address
- Date of Birth (where required)
- PAN (only if required for investment processing)
- Financial Information provided voluntarily
- Investment Preferences
- Risk Profile
- KYC-related information (where applicable)
Financial Information
To provide suitable financial recommendations, we may collect:
- Investment Goals
- Income Details
- Existing Investments
- Mutual Fund Portfolio
- SIP Details
- Risk Appetite
- Financial Objectives
Automatically Collected Information
When you visit our website, we may automatically collect:
- IP Address
- Browser Type
- Device Information
- Operating System
- Pages Visited
- Date & Time of Visit
- Cookies and Usage Data
2. How We Use Your Information
We use your information to:
- Provide mutual fund advisory services.
- Recommend suitable investment products.
- Process enquiries and consultation requests.
- Review your investment portfolio.
- Assist with SIP and financial planning.
- Communicate important updates regarding our services.
- Improve our website and customer experience.
- Comply with applicable legal and regulatory requirements.
- Prevent fraud and unauthorized activities.
3. Cookies
Our website may use cookies to:
- Improve website performance.
- Remember user preferences.
- Analyze website traffic.
- Enhance user experience.
You can disable cookies through your browser settings; however, some features of the website may not function properly.
4. Information Sharing
We do not sell, rent, or trade your personal information.
We may share your information only when necessary with:
- Mutual Fund Asset Management Companies (AMCs)
- Registrar and Transfer Agents (RTAs)
- KYC Registration Agencies (KRAs)
- Payment Service Providers
- Technology and Cloud Service Providers
- Regulatory Authorities when required by law
All third-party service providers are expected to maintain appropriate confidentiality and security measures.
5. Data Security
We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, misuse, alteration, or disclosure.
While we strive to use commercially acceptable means to protect your data, no method of transmission over the Internet is completely secure.
6. Data Retention
We retain your personal information only for as long as necessary to:
- Provide our advisory services.
- Meet regulatory and legal obligations.
- Resolve disputes.
- Maintain business records.
7. Your Rights
You may have the right to:
- Access your personal information.
- Request correction of inaccurate information.
- Update your contact details.
- Request deletion of personal information where legally permissible.
- Withdraw consent for marketing communications.
To exercise these rights, please contact us using the details below.
8. Third-Party Links
Our website may contain links to third-party websites, including mutual fund companies or regulatory organizations. We are not responsible for the privacy practices or content of these external websites.
9. Children’s Privacy
Our services are intended for individuals aged 18 years and above. We do not knowingly collect personal information from children.
10. Compliance
We comply with applicable laws and regulations governing the collection, storage, and processing of personal information in India. Where applicable, we also follow the privacy and security requirements prescribed by financial regulators.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised Effective Date.
12. Contact Us
If you have any questions regarding these Privacy Policy, please contact us.
Email: info@jtfs.com
