Privacy Policy

The platform handles two different kinds of information. Account data belongs to you, the advisor or practice: your name, email, practice details, registrations and billing information. Client data belongs to your clients and is entered or imported by you: their names, PAN, KYC status, holdings, policies, goals, risk profiles, notes and consents.

For account data we decide how it is used, as described here. For client data you decide, and we process it only to provide the service to you.

• Details you give when you sign up or contact us, such as name, email, practice name, city, registrations, client count and team size.
• Files you import, such as client lists, RTA statements and insurer schedules.
• Records you create inside the platform, such as call notes, suitability notes, consents and audit entries.
• Technical data needed to run the service, such as login times, device type and IP address, kept for security and troubleshooting.

Client data is used only to show your book, run the desks and reports you see, and power the AI Client Review Assistant inside your account.

• It is never sold, rented or shared with AMCs, insurers, brokers or advertisers.
• It is never used to market any product to your clients.
• It is never used to train AI models for other customers.
• Our staff access it only when you ask for support, and that access is logged.

The AI Client Review Assistant reads holdings, goals, risk profiles, SIP status and the conversation notes in your account to decide which clients may need a call and to state the reason. It does not contact clients, recommend securities or make decisions on your behalf. Its output is visible only to users in your practice.

Data is encrypted in transit and at rest. Access inside your practice is controlled by user roles. Audit entries cannot be edited after they are written. We monitor the service for unusual activity and review access regularly.

Your data is kept for as long as your account is active. You can export clients, holdings, notes and the audit trail at any time. When an account is closed, data is deleted from active systems within 30 days and from backups within 90 days, unless a longer period is required by law.

Your own record-keeping obligations as a registered intermediary continue to apply. Please export what you need before closing an account.

You can view, correct or export your account data from within the platform. To ask for deletion or for a copy of what we hold about you, write to us through the Advisor Desk page.

If a client of yours asks about their data, they should contact you as their advisor. We will help you respond.

The website and the platform use only the cookies needed to keep you signed in, protect forms from automated abuse and remember basic preferences. We do not use advertising cookies.

If we change how data is handled in a way that matters to you, we will tell account owners by email before the change applies.