Privacy Policy
Your trust matters to us. This policy explains how Saathi Investment collects, uses, stores, protects, and manages your personal information while providing financial and investment-related assistance.
Privacy First Approach
We use your information only for enquiry response, financial assistance, service support, legal compliance, and communication related to your request.
Data Collection
We collect only the details required to respond to enquiries and provide financial service assistance.
Responsible Usage
Your information is used for support, communication, service processing, and compliance requirements.
Security Focus
Reasonable technical and administrative safeguards are used to protect personal information.
Introduction
Welcome to Saathi Investment. Your privacy is important to us. This Privacy Policy explains how we collect, use, store, protect, and disclose your personal information when you visit our website, contact us, submit an enquiry, or use any of our financial information, investment assistance, or related services.
By using our website or submitting your information, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect the following types of information from users:
- Name, mobile number, email address, and address.
- Investment preferences, financial goals, risk profile, and enquiry details.
- Information submitted through contact forms, callback forms, WhatsApp, email, or phone communication.
- Technical information such as IP address, browser type, device details, pages visited, and website usage data.
- Documents or details required for financial product assistance, only when voluntarily provided by you.
How We Use Your Information
Your information may be used for the following purposes:
- To respond to your enquiries and service requests.
- To provide investment, mutual fund, insurance, tax-saving, or financial planning related assistance.
- To understand your financial requirements and suggest suitable service options.
- To send service updates, reminders, newsletters, or important communication.
- To improve our website, user experience, and service quality.
- To comply with applicable legal, regulatory, KYC, or documentation requirements.
Investment and Financial Information Disclaimer
Any financial or investment-related information collected from you is used only to understand your requirements and provide relevant assistance. Saathi Investment does not guarantee any fixed return, profit, or investment outcome.
Mutual funds, securities, and other market-linked products are subject to market risks. Please read all scheme-related and product-related documents carefully before investing.
Sharing of Information
We may share your information only in the following cases:
- With authorized service providers, financial institutions, mutual fund platforms, insurers, or compliance partners when required to process your request.
- With legal, regulatory, or government authorities when required under applicable law.
- With technology vendors who help us operate our website, CRM, email, hosting, analytics, or communication systems.
We ensure that such third parties handle your information responsibly and only for legitimate service-related purposes.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to improve user experience, analyze traffic, remember preferences, and enhance website performance. You may disable cookies through your browser settings, but some website features may not work properly.
Data Security
We use reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, misuse, loss, alteration, or disclosure. However, no online transmission or electronic storage system can be guaranteed to be 100% secure.
Data Retention
We retain your personal information only for as long as necessary to fulfil the purpose for which it was collected, provide services, comply with legal obligations, resolve disputes, and maintain business records.
Your Rights
Subject to applicable law, you may request us to:
- Access the personal information we hold about you.
- Correct inaccurate or incomplete information.
- Withdraw consent for certain types of communication.
- Request deletion of your information where legally permissible.
- Raise a grievance regarding the handling of your personal data.
Third-Party Links
Our website may contain links to third-party websites, investment platforms, calculators, payment gateways, or partner portals. We are not responsible for the privacy practices, content, or security of such external websites. Users are advised to review the privacy policies of those third-party websites before using them.
Children’s Privacy
Our services are intended for individuals who are legally eligible to make financial decisions. We do not knowingly collect personal information from children without proper consent from a parent or legal guardian.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated date. Continued use of our website after updates means you accept the revised Privacy Policy.
Contact Us
For questions, corrections, data requests, or grievances related to this Privacy Policy, please contact us: