Privacy Policy

This Privacy Policy describes how personal information is collected, used, stored, and protected when users visit this website or interact with the services offered by Kavitha Menon, SEBI Registered Investment Adviser (Registration No: INA000000037).

Protecting the privacy and confidentiality of client information is a priority. Personal information is handled in accordance with applicable laws and regulatory requirements.

1. Information Collected

Information may be collected when users interact with the website, contact the adviser, or engage in advisory services.

Information collected may include:

  • Name
  • Email address
  • Phone number
  • Financial information required for advisory services
  • Information submitted through contact forms
  • Technical information such as IP address, browser type, and device information

2. Purpose of Collection

Information collected may be used for the following purposes:

  • Providing investment advisory services
  • Responding to inquiries or requests
  • Client onboarding and regulatory compliance
  • Maintaining communication with clients
  • Improving website functionality and user experience

3. Confidentiality of Client Information

All client information is treated as confidential and will not be disclosed to third parties except under the following circumstances:

  • When required under applicable law or regulatory obligations
  • When disclosure is necessary for compliance with SEBI regulations
  • When explicitly authorized by the client

Appropriate safeguards are implemented to protect client information from unauthorized access or disclosure.

4. Data Security

Reasonable administrative, technical, and physical safeguards are implemented to protect personal information against unauthorized access, misuse, alteration, or disclosure.

However, no method of transmission over the internet or electronic storage is completely secure, and absolute security cannot be guaranteed.

5. Cookies and Website Analytics

This website may use cookies or similar technologies to improve user experience and analyze website traffic. Cookies help understand how users interact with the website and enable improvements to the website's functionality.

Users may disable cookies through their browser settings if they prefer not to allow their use.

6. Third-Party Links

The website may contain links to third-party websites for informational purposes. The privacy practices of such websites are not controlled by the Investment Adviser, and users are encouraged to review the privacy policies of those websites before providing personal information.

7. Retention of Information

Personal information may be retained for as long as necessary to fulfill the purposes outlined in this policy, comply with regulatory requirements, and maintain business records in accordance with applicable laws and SEBI regulations.

8. Investor Rights

Users may request access to, correction of, or clarification regarding their personal information by contacting the Investment Adviser using the contact details provided below.

9. Updates to this Privacy Policy

This Privacy Policy may be updated from time to time to reflect changes in regulatory requirements or business practices. Any updates will be published on this page.

10. Contact Information

For any questions regarding this Privacy Policy or the handling of personal information, please contact:

Kavitha Menon
SEBI Registered Investment Adviser
Registration No: INA000000037

Address:

1203, 12th Floor, Gala Altezza
Flank Road, Namdev Koli Marg
Sion, Mumbai, Maharashtra, India

Phone: 022-45180328
Email: contact@probitus.in