Introduction

At Mundra Asset Managers, we are committed to protecting your personal and financial information. This Privacy Policy describes how we collect, process, and protect your data in compliance with the DPDPA 2023 and SEBI regulations.

Data Collection

To provide seamless investment services, we collect the following information:

  • Personal Identity: Name, PAN, Aadhaar (Masked), and Date of Birth.
  • Contact Information: Email, Mobile Number, and Address.
  • Financial Details: Bank Account numbers and Investment history.
  • KYC Documents: Digital copies required for regulatory verification.

How We Use Data

Your data is used solely for the following purposes:

  • Processing Mutual Fund transactions and account opening.
  • Fulfilling Mandatory KYC and Anti-Money Laundering (AML) checks.
  • Providing periodic portfolio statements and investment insights.
  • Legal and regulatory compliance as mandated by SEBI/AMFI.

Data Sharing

We do not sell your personal information. We share data only with:

  • AMCs & RTAs: For executing your investment orders (e.g., CAMS, KFintech).
  • Regulators: SEBI, AMFI, or Tax authorities when legally required.
  • Technology Partners: Only those who assist in secure transaction processing.

Data Security

MundraAsset employs industry-standard SSL encryption and secure firewall protocols. Access to your personal data is restricted to authorized employees on a "need-to-know" basis for servicing your accounts.

Your Rights

As a data principal, you have the right to access your stored data, request corrections to inaccuracies, and withdraw consent for data processing (subject to regulatory retention requirements).

Contact Us

For any privacy-related queries or to exercise your data rights, please reach out to our Compliance Officer:

Email: contact@mundraasset.com
Address: SI Investment 403, Rotunda Tower, BSE BLDG, Dalal Street, Fort, Mumbai-400001