Privacy Policy

When you voluntarily send us electronic mail, we will keep a record of this information so that we can respond to you. We only collect information from you when you register on our site or fill out a form. Also, when filling out a form on our site, you may be asked to enter your: name, e-mail address or phone number. You may, however, visit our site anonymously. In case you have submitted your personal information and contact details, we reserve the right to Call, SMS, Email or WhatsApp about our products and offers, even if your number has DND activated on it.

Respecting your privacy and the law

The privacy of your personal information has always been important to us at Shree Mutual Fund Services Pvt Ltd. We are committed to respecting your right to privacy and protecting your personal information against unauthorized disclosure. Our staff is trained to respect your privacy in accordance with our standards, policies and procedures.

Collecting your personal information

If you are acquiring or have acquired a product or service from Shree Mutual Fund Services Pvt Ltd, it will collect and hold your personal information for the purposes of:

  • Providing you with the relevant product or service (including assessing your application and identifying you)
  • Managing and administering the product or service
  • Protecting against fraud where it is a product or service

Shree Mutual Fund Services Pvt Ltd may also collect your personal information for the purpose of letting you know about products or services from Shree Mutual Fund Services Pvt Ltd that might better serve your needs, promotions or other opportunities in which you may be interested.

The information collected may include your name, postal or email address, date of birth, financial details, PAN number or other information Shree Mutual Fund Services Pvt Ltd is required by law to collect or it otherwise considers necessary.

We will, if it is reasonable or practicable to do so, collect your latest personal information from you by requesting your regular updates. This may happen when you fill out a product or service application or an administrative form (e.g., a change of address form) or when you give us personal information over the telephone or counter, or through our website.

Keeping your personal information accurate and up-to-date

Our aim is to make sure that the personal information we collect, use or disclose is accurate, complete and up-to-date. This is the legal requirement and also so that we can provide you better service. If you believe your personal information is not accurate, complete or up to date, please contact us for updating/correction. We solicit your co-operation in updating your correct information.