Privacy Policy
Last updated: November 2024
Introduction
Welcome to Insurezone Consultancy Services. We respect your privacy and are committed to protecting your personal data. This privacy policy explains how we handle your information when you use our services, including our broking services, mutual fund distribution, and business consulting services.
Information We Collect
Personal Information
- ✓ Name, contact details, and address
- ✓ PAN, Aadhaar, and other KYC documents
- ✓ Bank account details
- ✓ Investment preferences and financial goals
- ✓ Business information (for consulting services)
How We Use Your Information
Broking Services
- • Opening and maintaining your Demat account
- • Processing transactions
- • Regulatory compliance
Mutual Fund Distribution
- • Processing mutual fund investments
- • Providing investment advice
- • Sending transaction reports and statements
Business Consulting
- • Business analysis and planning
- • Fund raising assistance
- • SME IPO consultation
Data Security
We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:
- • Encryption of sensitive data
- • Secure SSL connections
- • Regular security assessments
- • Access controls and authentication
Information Sharing
We may share your information with:
- • Angel One Ltd (for Demat accounts)
- • Mutual fund companies
- • Regulatory authorities (SEBI, AMFI)
- • Legal and compliance consultants
We do not sell your personal information to third parties.
Your Rights
You have the right to:
- • Access your personal information
- • Correct inaccurate data
- • Request data deletion (subject to regulatory requirements)
- • Opt-out of marketing communications
Contact Us
If you have questions about this privacy policy or our handling of your personal information, please contact us at:
Insurezone Consultancy Services
Email: insurezone.ynr@gmail.com
Phone: +91 70275-85020
Address: Shop No 3-4, Ist Floor Subhash Nagar Opposite Waryam Singh Hospital Yamuna Nagar-135001 Haryana, India
This privacy policy was last updated on November 2024. We reserve the right to modify this policy at any time, and will notify you of any significant changes.