At Swastik Investments, we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our services or visit our website
Information We Collect
- Personal details: Name, address, email, phone number, PAN, bank details, etc.
- Financial details: Investment preferences, transaction history, portfolio details.
- Technical details: IP address, browser type, cookies, and analytics data when you visit our website.
How We Use Your Information
- To provide investment, broking, and advisory services.
- To verify identity and comply with SEBI, RBI, and other regulatory requirements.
- To process transactions, manage accounts, and deliver statements/reports.
- To improve services, respond to queries, and personalize your experience.
- To share regulatory updates, offers, and insights (only with your consent).
Data Sharing & Disclosure
We do not sell or rent your data. We may share information only with:
- Regulatory bodies (SEBI, NSE, BSE, AMFI, etc.) when required by law.
- Partner institutions (banks, AMCs, insurance providers, depositories) for executing your instructions.
- Authorized service providers for IT, compliance, and support — bound by confidentiality agreements.
Data Security
- Advanced encryption and secure servers safeguard your data.
- Access to sensitive data is restricted to authorized personnel only.
- Regular audits and compliance checks ensure adherence to regulations.
Your Rights
- Access, update, or correct your information anytime.
- Opt-out of marketing communications.
- Request deletion of personal data, subject to regulatory record-keeping obligations.
Cookies Policy
We use cookies to enhance user experience, analyze site traffic, and improve services. You can manage or disable cookies in your browser settings.
Updates to Privacy Policy
We may update this policy periodically. Continued use of our services implies acceptance of the revised terms.
