Privacy Policy

Introduction

This privacy policy sets out how Mundra Asset uses and protects any information that you share when you use this website. Mundra Asset is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

At Mundra Asset, 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.

Mundra Asset may change this policy from time to time by updating this page. This policy is effective from October 26, 2026. Mundra Asset understands that our relationship is strongly built on trust and faith.

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 & Hyperlinks

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.

Hyperlink Policy: Any hyperlink to other Internet sites is at the customer’s own risk. The contents of which and the accuracy of opinions expressed are not verified, monitored, or endorsed by Mundra Asset, in any way or manner. Mundra Asset is not responsible for the setup of any hyperlink from a third-party website to Mundra Asset.

Data Security

Mundra Asset 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

AMFI Registered Mutual Fund Distributor | ARN-121230 | APMI Registered PMS Distributor | APRN00866