Privacy Policy

At Capitalmind Financial Services Pvt Ltd ("Capitalmind"), we prioritize the privacy and security of our clients' personal, financial, and transactional information. Our commitment to safeguarding your privacy is integral to our relationship with you, and we employ advanced technology to ensure a secure online experience. This Privacy Policy outlines how we collect, use, protect, and share information obtained through our website pms.capitalmind.in, and it reflects our dedication to protecting your privacy.

Information Collection and Use

Capitalmind collects personal information such as your name, address, email address, phone number, birth date, PAN, Aadhaar, occupation, income, risk profile, nominee details, investment details, and bank details. This information is gathered through various means, including email, forms, and WhatsApp groups, and is used to facilitate account opening, KYC processes, and account management. We also use this information to keep you informed about our latest product announcements, special offers, and to provide you with better services.

Sharing and Disclosure of Information

Capitalmind may share your personal information with third parties, including custodians like ICICI Bank, KYC and KRA centers, CRM systems, auditors, and other service providers, to add value and improve the quality of services we provide. This sharing of information will be done in strict compliance with confidentiality standards and only when necessary for audits, account opening, or as required by law.

Protection of Information

We are committed to protecting your information with the same degree of care that we apply to our own confidential information. This includes taking all reasonable steps to prevent unauthorized use, dissemination, or publication of your personal information. Access to your personal information on our website is secured through a unique login ID and password, which you are advised to handle carefully and change periodically.

Cookies and Web Analytics

Our website uses cookies and Google Analytics to enhance your browsing experience, remember your preferences, and improve site navigation. These cookies do not collect personal sensitive information. By using our website, you consent to the placement of these cookies on your device. You are free to disable or delete these cookies through your web browser settings.

Your Rights and Responsibilities

You have the right to access, update, and correct your personal information. We encourage you to keep your information accurate and up-to-date by using the features available on our website. Please be aware that disclosing confidential information obtained through our services to third parties without our consent may constitute a breach of this policy.

Changes to the Privacy Policy

Capitalmind reserves the right to update or modify this Privacy Policy at any time without prior notice. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact us through our website capitalmind.in.

This Privacy Policy is governed by the laws of India and is designed to comply with all relevant legal and regulatory requirements, including those set forth by SEBI. It does not create any contractual or other legal rights on behalf of any party.