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Following is our Privacy Policy:

  • We collect information from you when you enrol with us to provide you with the customised product which suits your requirement
  • We generate Financial Well Being Report & for which we ask you to share with us your assets and liabilities and future goals. We capture with your consent to enable you the right services.
  • We collect proofs to process the transactions.
  • We maintain all information with full confidentiality, and we have security measures online to retain the safety of your personal data which we capture during enrolment.
  • We do not use your information for any other purpose and does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential.

To voice out an issue, please write to us at