1. Introduction
FinSherpa Investments Private Limited (“FinSherpa”, “we”, “us”, “our”) is committed to protecting the privacy of visitors to our website and clients who engage our services. This Privacy Policy explains what personal information we collect, how we use and protect it, and the choices available to you. By using this website or availing our services, you agree to the terms of this Privacy Policy.
2. Scope
This Privacy Policy applies to information collected through our website, application forms, KYC documentation, consultations, calls, emails, and any other channel through which we interact with you.
3. Information we collect
- Identity information: name, date of birth, PAN, Aadhaar, address, and contact details.
- Financial information: income details, investment objectives, risk profile, bank account details, and existing portfolio holdings.
- Technical information: IP address, browser type, device information, cookies, and pages visited.
- Communication records: emails, call notes, and meeting notes.
4. How we collect information
- Directly from you — forms, KYC documents, consultations, calls, emails.
- Automatically — via cookies and website analytics.
- From third parties — AMCs, RTAs, custodians, and KYC Registration Agencies (KRAs), as part of regulatory processes.
5. Aadhaar consent
Providing your Aadhaar number is voluntary and is sought only where needed to complete KYC/e-KYC, or as an accepted proof of address. You may alternatively complete KYC through an offline route using PAN and other accepted identity/address proofs, without sharing your Aadhaar.
6. How we use your information
- To conduct Know-Your-Client (KYC) registration and compliance checks as required by SEBI, AMFI, and other regulators.
- To provide financial advisory, portfolio management, and mutual fund/insurance distribution services.
- To communicate service updates, statements, and account-related information.
- To improve our website and services.
- To comply with applicable legal and regulatory obligations.
7. Disclosure of information
We may share your information with:
- Asset Management Companies (AMCs), Registrar & Transfer Agents (RTAs), depositories, and custodians.
- KYC Registration Agencies (KRAs), as mandated by SEBI.
- Insurance companies, for policies placed through us.
- Government, judicial, or regulatory authorities — such as SEBI, AMFI, IRDAI, RBI — where required by law.
- Professional advisors, such as auditors and legal counsel, under confidentiality obligations.
We do not sell, rent, or lease your personal information to third parties for their own marketing purposes.
8. Marketing communications
We may use your contact details to inform you about our services, market updates, or offers that may interest you, by email, phone, or other electronic means. You may opt out of such communications at any time by writing to us at info@finsherpa.com — we will action such requests promptly.
9. Cookies
This website sets no first-party cookies of its own, and runs no third-party analytics. Two things you may choose to do can involve third-party cookies, and neither happens until you act:
| Source | When it is set | What it does |
|---|---|---|
| YouTube (privacy-enhanced mode) | Only after you press play on a video on our Learn page | Loads the video player. We use YouTube’s no-cookie domain, so it sets nothing until playback. |
| Google Maps, WhatsApp | Only when you follow one of those links off this site | Governed by those services’ own policies. |
You can disable cookies through your browser settings; doing so may affect some website functionality.
10. Data security
We maintain reasonable technical, physical, and organizational safeguards to protect your information, including encrypted transmission of data (e.g., SSL/TLS), restricted access to systems holding personal data, and regular data backups. While we take these precautions seriously, no method of transmission or storage over the internet is completely secure, and we cannot guarantee absolute security.
11. Data retention
We retain personal information for as long as necessary to provide our services and to meet legal, regulatory, tax, and accounting requirements, including SEBI/AMFI record-keeping norms. We do not retain data beyond what is required for these purposes.
12. Your rights
In accordance with India’s Digital Personal Data Protection Act, 2023, you have the right to:
- Access the personal data we hold about you.
- Request correction of inaccurate or incomplete data.
- Withdraw consent for processing, where consent is the basis for that processing.
- Request erasure of your data, subject to applicable regulatory retention requirements.
- Raise a grievance with our Grievance Officer (see Section 16).
13. Correcting your information
If any information we hold about you is incorrect or incomplete, please write to us at info@finsherpa.com and we will correct it promptly.
14. Third-party links
Our website may contain hyperlinks to other websites of interest. Following such a link is at your own risk — we do not verify, monitor, or endorse the content or privacy practices of third-party sites, and we are not responsible for them. We recommend reviewing the privacy policy of any third-party site before sharing personal information there.
15. Children’s privacy
Our services are not directed at individuals under 18 years of age, and we do not knowingly collect personal information from minors.
16. Grievance Officer / contact us
For questions or concerns regarding this Privacy Policy or your personal data, please contact:
- Grievance Officer: Babu Krishnamoorthy (Founder)
- Email: info@finsherpa.com
- Phone: +91 98402 69900
- Address: FinSherpa Investments Private Limited, 63 Second Floor, CP Ramaswamy Road, Abhiramapuram, Chennai 600018
17. Changes to this policy
We may update this Privacy Policy from time to time. Changes will be posted on this page along with a revised Effective Date. Your continued use of the website after changes are posted will indicate your acceptance of the revised policy.