Privacy Policy

This policy explains what personal information EagleFin Investments collects, why we collect it, how long we keep it and what control you have over it. It applies to this website and to every interaction you have with our office.

Who We Are

This website is operated by EagleFin Investments (“we”, “us”, “our”), an AMFI-registered Mutual Fund Distributor holding ARN 113537 and ARN 328014, with its office at 213, 2nd Floor, 10 Biz Park, Near Symbiosis Law College, Viman Nagar, Pune - 411014. GSTIN: 27AFEPD0319J1ZT.

Information We Collect

We collect only what we need in order to serve you or to meet a legal obligation. Depending on your interaction with us, this may include:

• Identity details — name, date of birth, PAN, and the KYC documentation mandated under the Prevention of Money Laundering Act.
• Contact details — postal address, email address and mobile number.
• Financial details — bank account particulars required for transaction processing, income range and investment objective as declared by you.
• Residency details — residential status, overseas address, FATCA and CRS declarations where you are a non-resident investor.
• Technical details — IP address, browser type, device type and pages visited, collected in aggregate through standard server logs.

We do not knowingly collect information from anyone below the age of eighteen except where a minor is a named investor represented by a lawful guardian.

Why We Collect It

• To complete your KYC and establish your folio with the relevant Asset Management Company.
• To execute transaction instructions you give us in writing.
• To send statements, transaction confirmations and service communications.
• To respond to your queries, service requests and complaints.
• To meet obligations imposed on us by SEBI, AMFI, the Income Tax Department and other authorities.
• To improve the usability of this website through aggregated, non-identifying analytics.

How We Share It

We do not sell, rent or trade your personal information. We share it only where it is necessary and only with:

• Asset Management Companies and their Registrar and Transfer Agents, in order to process your transactions.
• KYC Registration Agencies, as required by law.
• Insurance companies and their intermediaries, where you have asked us to place a policy.
• Regulators, tax authorities and courts, where disclosure is legally required.
• Technology service providers who host or maintain our systems, under confidentiality obligations.

Cookies And Tracking

This website uses a minimal set of cookies. Strictly necessary cookies keep the site working — for example, remembering that you have already dismissed the disclaimer notice during your current browsing session. We may also use aggregated analytics to understand which pages are read most.

You can block or delete cookies through your browser settings. Doing so may mean the disclaimer notice reappears on each visit, but no other functionality is affected.

How Long We Keep It

Records relating to KYC and financial transactions are retained for the period prescribed under applicable law, which is currently a minimum of five years from the date of the transaction or the end of the relationship, whichever is later. Website analytics data is retained in aggregated form only.

Keeping It Secure

We apply reasonable technical and organisational safeguards, including restricted access, encrypted transmission on this website and secure storage of physical documents. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security. If a breach affecting your data occurs, we will notify you and the relevant authority as required by law.

Your Rights

• Access — ask us what personal information we hold about you.
• Correction — ask us to correct anything inaccurate or out of date.
• Withdrawal of consent — withdraw consent for non-essential communications at any time.
• Deletion — ask us to delete information we are not legally required to retain.
• Complaint — raise a concern with our grievance officer about how we have handled your data.

To exercise any of these, write to apurva2133@gmail.com. We will respond within thirty days.

Links To Other Websites

This website contains links to Asset Management Companies, regulators and our analytics portal. Those sites operate under their own privacy policies and we are not responsible for their content or practices. We encourage you to read their policies before sharing information with them.

Changes To This Policy

We may update this policy from time to time. The revision date at the top of this page always reflects the current version. Material changes will be notified through this website.