Privacy Policy

01Data We Collect

• Details you give us — name, email, phone number, city, and the nature of your enquiry, when you fill in a form, write to us or speak with our team.
• Onboarding and KYC data — PAN, identity and address proof, bank and demat account details and similar information, collected only when you become a client and as required by law.
• Technical data — device, browser, IP address and pages visited, used to keep this website secure and working well.

02How We Use Your Data

• To respond to your enquiries and provide the services you request.
• To complete onboarding, KYC and transaction processing.
• To meet legal, regulatory and record-keeping obligations.
• To send you relevant updates, where you have agreed to receive them. You can opt out at any time.
• To maintain and improve the security and performance of this website.

03Sharing Your Data

We do not sell your personal data. We share it only where needed to serve you or comply with law — for example with depositories, registrars, banks, KYC agencies, technology and communication service providers acting on our behalf, or with regulators and authorities when legally required.

04Data Security

We use reasonable technical and organisational safeguards to protect your data against unauthorised access, loss or misuse, and restrict access to team members who need it to serve you.

05Data Retention

We keep personal data only for as long as needed for the purposes above, or for longer where the law requires records to be retained.

06Your Rights

Subject to applicable law, you may ask to access, correct, update or erase your personal data, withdraw consent you have given, or nominate another person to exercise these rights on your behalf. Withdrawing consent may affect our ability to continue serving you.

07Cookies

This website uses only essential browser storage (for example, to remember your light or dark display preference). We do not use advertising cookies.

08Changes to This Policy

We may update this policy from time to time. The latest version will always be available on this page, with the date it was last updated.

09Contact and Grievances

For any privacy request or concern, write to contact@sarffin.com or to Sarffin Financial Advisors Private Limited, Suite 239A, 2nd Floor, Kamalalaya Centre, 156A Lenin Sarani, Kolkata – 700013. You can also use our Investor Grievances page.