Privacy policy

What we collect: identity, contact and KYC information (including PAN, address and bank details), transaction and holdings data, and correspondence - collected directly from you when you invest or transact through us.

How we use it: to execute and service your investments and insurance, meet KYC/AML and other legal obligations, provide portfolio reporting, and communicate with you about your holdings and service matters.

Who we share it with: AMCs, registrars (CAMS/KFintech), the NSE mutual fund platform, insurers, our portfolio reporting software provider, and regulators or authorities where required by law. We do not sell personal information, and we do not share it for third-party marketing.

Security and retention: information is held on access-controlled systems and retained as required under SEBI, AMFI, IRDAI and tax regulations.

Your rights: you may request access to or correction of your information, or raise any privacy concern, by writing to mailbackjfs@gmail.com.

This policy may be updated from time to time; the current version is always available on this page.