We, at www.sriwealthsolutions.com, acknowledge and accept that the personal details that you impart to us, is to be kept in strict confidentiality and to use the information only in the manner which would be beneficial to our customers. We consider our relationship with you as invaluable and strive to respect and safeguard your right to privacy.
We shall protect the personal details received from you with the same degree of care, but no less than a reasonable degree of care, to prevent the unauthorized use, dissemination, or publication of these information as we protect our own confidential information of a like nature.
We shall use the personal information to improve our service to you and to keep you updated about our new product or information that may be of interest to you. The information collected from you would be used in the right spirit and context in which it is intended to be used. Your information would be used by us to process your investment request and to carry out the same through the API of BSE platform.
We would ensure that we collect personal information only to the extent it is necessary to administer our services in the best possible manner and what is required under the various regulations of Indian Laws. To ensure high quality services and high degree of value addition to you, we may combine the information given by you on the web or through other channels like our mobile application.
Under certain circumstances we may be required to share the information given by you with the third parties, where we feel they can contribute to add value and improve the quality of services imparted by us to you. We shall take all reasonable steps to ensure that the confidentiality of your information is maintained by imposing strict confidentiality standards on all the third parties with whom we part these information. In all circumstances we shall ensure that your personal information is protected by strict confidentiality agreement. We shall not allow any third parties to retain your personal information longer than what is warranted by the nature of services rendered.
We would also impart your personal information wherever it is required to be disclosed under law to any of the governmental agency or regulatory bodies.
We ensure that the personal information given to us by you on the web is placed in the secured portion of our web-site. We use the most advanced encryption technology, Secure Socket Layer (SSL), to ensure that the information transmitted between you and us across the Internet is safe and cannot be accessed by any outsider. SSL has been universally accepted on the World Wide Web for authenticated and encrypted communication between clients and servers.
To ensure security of access to the personal information and transaction details, the access to the secured zone of our website is restricted by the unique login ID and Password selected by you. Since Mutual Funds issue non-transferrable units and there is no physical certificates involved in the same, there is no transaction threat under your login section. Although, you should be very careful in handling the ID and password and you should keep changing your password periodically.
To ensure safety of your portfolio access, our technology automatically logs you out of the site if no activity is registered for 30 minutes. However you should ensure that each time you leave your web login section, you log yourself out. This prevents someone else from accessing your account if you leave your computer and your session has not "timed out"
To enable us serve you better, it is necessary that your personal information available with us is updated and accurate. Our web-site enables you to update your personal information. You can also send us an e-mail at Customer Service and we shall ensure that your information is updated and protected from any misuse or unauthorised revelation.
Our mobile application identifies you with your mobile number only. So please ensure that you have entered the correct mobile number while registering with us, for hassle free access to your portfolio on our mobile app.
AMFI registration is required for all MF Distributors
We are registered with AMFI ( Association of Mutual Fund of India) vide number : 73391