Privacy Policy

Respecting your privacy and the law

Privacy of client information is of prime importance for Pramukh Fin Advise LLP. We protect all client information against unauthorized disclosure. Our staff is trained to protect your privacy and against any unauthorized disclosure of information.

Collecting your personal information

We collect and hold client’s personal information If you purchase any of our product or service. This information can be used for:

1. Assessment and identification
2. Offering relevant product or service
3. Administering and managing the product or service purchased
4. Protecting against fraud

We may use personal information for the purpose of offering you products or services to better serve your needs or promotions or other opportunities in which you may be interested. The information collected only includes the information required by law or company’s internal Bye-Laws.

We may collect your latest personal information when you voluntarily update it in our records.

Using and disclosing your personal information

In line with modern business practices common to many financial institutions and to meet your specific needs (such as where you have a financial adviser) we may disclose your personal information to the organisations described below:

1. involved in providing, managing or administering your product or service such as third party suppliers, other Group organisations, loyalty and affinity program partners, printers, posting services, call centers and our advisers
2. Group organizations/Subsidiaries who wish to tell you about their products or services that might better serve your needs or promotions or other opportunities, and their related service providers
3. involved in maintaining, reviewing and developing our business systems, procedures and infrastructure including testing or upgrading our computer systems
4. involved in a corporate re-organization
5. involved in a transfer of all or part of the assets or business of a Group organization
6. involved in product planning and development
7. Which are your representatives including your legal advisers and bankers
8. In compliance of or as required or authorized by law or regulations, for example, to government or regulatory bodies for purposes related to public health or safety, prevention or detection of unlawful or suspicious activities or to protect public revenue.

Keeping your personal information accurate and up-to-date

Our aim is to make sure that the personal information we collect, use or disclose is accurate, complete and up-to-date. This is the legal requirement and we can provide you better service. If you believe your personal information is not accurate, complete or up to date, please contact us for updating/correction. We solicit your co-operation in updating your correct information.

Protecting your personal information

We store information in paper and electronic form. We take various steps to protect it from misuse, loss, unauthorized access, modification or disclosure. We do it through:

1. Document storage and security policies.
2. Security measures for systems access
3. Allowing access to personal information only on thorough identification and verification
4. Access to staff on need to know basis and under confidentiality obligation
5. Access control for our buildings and storage facilities

Your Privacy on the Internet

We take care to ensure that the personal information you provide on our websites is protected. For example, our websites have electronic security systems in place, including the use of firewalls and data encryption. User identifiers, passwords or other access codes may also be used to control access to your personal information.

Links to Other Sites

You may be able to access external websites by clicking on links we have provided. Those other websites are not subject to our privacy standards, policies and procedures. You will need to contact or review those websites directly to ascertain their privacy standards, policies and procedures.

Third-Party Advertisement Servers

We engage the services of third party to display advertisement on the Website. These advertisements may contain cookies. While we use cookies in other parts of the Web Site, cookies received with banner advertisements are collected by the Advertisement company, and we do not have access to this information.

eKYC

We have introduced eKYC on our website from where clients can provide their UID / Aadhar Number to complete their Know Your Customer (KYC) requirement. The clients will be able to link their UID / Aadhar Number to their account by Authenticating using OTP received from UIDAI. The data provided by visitor will be sent to UIDAI or its agencies in secured manner as prescribed in the guidelines by UIDAI. By entering UID / Aadhar Number, the visitor agrees to authorize us to validate the UID / Aadhar Number with UIDAI or it’s authorized agencies. We will store the authenticated UID / Aadhar Number and demographic information along with client’s profile in secured manner. Data collected for eKYC will not be used for any profiling purpose or marketing purpose.

Resolving your privacy issues

If you wish to raise any privacy issues, or want to discuss any issues about our Privacy Policy, you can speak directly to our staff at Customer care numbers or email your concern on mail@pfallp.in.