We are committed to keep your data secure and be transparent about our practices.
Shailendra Jain Prop. of Samriddhi Capitals is registered with SEBI as an Investment Advisor.
We are committed to operating our website with highest ethical standards and appropriate internal controls. We take your privacy extremely seriously. Your privacy is important to us and maintaining your trust is paramount. This Privacy Policy explains how Samriddhi Capitals collects, uses & protects your information when you access its website (also referred as “Services”). We encourage you to read this Privacy Policy. By using our Services, you agree to the terms of the Privacy Policy.
What Information do we collect?
We receive and store only that information you knowingly provide to us or with your explicit consent. The only use of your information provided will be for rendering services to you.
Information given by you represents your identity with us. If any changes are brought in any of the fields relating to information you have provided, you shall bring it to our notice by writing to us at connect@samriddhicapitals.in
Below is the list of information we collect.
Before availing our Services and in order to comply with regulatory requirement, we request you to furnish the following information :
General Information: Name, Address, Contact details, Email ID
For Risk Profiling: Age group, Income levels, count of dependent family members, job/business profile, saving practices, approach to financial decisions, behavioral assessment
For KYC process: Based on your explicit consent, we fetch your KYC (Know Your Customer) details from regulated Central KYC Registry in order to comply with regulatory requirement.
Any other financial information as may also be required for conducting Financial Planning and Advisory services
Do We Share Your Information?
Your information will not be sold, rented, exchanged, transferred or given to any company or individual for any reason without your consent. However, we may disclose the information to the government or regulatory authority as required under the laws or regulations of India.
Changes to Privacy Policy
Samriddhi Capitals reserves the right to change this policy from time to time. Any changes shall be effective immediately upon the posting of the revised Privacy Policy. While we will make reasonable efforts to keep you posted on any updates to this privacy policy, to make sure that you are aware of any changes, we recommend that you review this policy periodically.
Privacy Questions and Access
If you have questions, concerns, or suggestions regarding our Privacy Policy, please contact us immediately at connect@samriddhicapitals.in
The Prevention of Money Laundering Act 2002 and SEBI (Investment Advisors) Regulations, 2013 require record retention for a period of up to 5 years. In the event of any pending legal/ regulatory proceeding or receipt of any legal and/or regulatory direction to that effect, we may retain your information for a longer period.