Privacy Policy

Information we collect

Details you voluntarily submit through our consultation form or messaging channels: name, phone number, age, occupation, investment experience, capacity, goals and horizon.

Basic technical information such as browser type and pages visited, collected through standard website analytics.

How we use it

To contact you about your enquiry, prepare a suitable discussion, and where you proceed, assist with account opening and ongoing service.

We do not sell your personal information. Information required for brokerage account opening is shared only with JM Financial and its regulated intermediaries for that purpose.

Storage and retention

Enquiry details are retained only as long as needed for the relationship or as required by applicable law and regulation.

Your choices

You may request access, correction or deletion of your information by writing to satyamagarwal.co@gmail.com.