Privacy Policy

At Arise Fincap, we respect your privacy and are committed to safeguarding your personal information. This Privacy Policy outlines how we collect, process, and protect your data when you use our services.

1. Information We Collect  

  • Personal Details: Name, contact number, email, address, PAN, Aadhaar, and bank details (if required for transactions).
  • Professional/Training Data: Course registrations, certifications, training participation.
  • Technical Data: Device information, IP address, browser details, geolocation (where required for compliance).
  • Financial Data: Information necessary for processing investments, mutual funds, insurance, bonds, or training fees.

2. Purpose of Collection  

We may use your information for:

  • Identifying and verifying clients/students.
  • Delivering investment advisory, training, and distribution services.
  • Enhancing our website, courses, and customer experience.
  • Processing secure payments.
  • Sending service-related communications, newsletters, and updates.
  • Meeting legal, tax, and regulatory obligations.

3. Sharing of Information  

We may share your information with:

  • Business partners such as brokers, AMCs, insurance companies, or service providers.
  • Technology vendors and IT infrastructure providers.
  • Regulatory and statutory authorities when legally required.
  • Our affiliates or associates engaged in providing services.

We do not sell your personal data to any third party.

4. Data Retention  

Your information will be retained only for as long as necessary for legal, audit, training, or business purposes. Once no longer required, it will be securely deleted or anonymised.

5. User Rights  

You have the right to:

  • Access and update your personal data.
  • Request deletion (subject to legal requirements).
  • Withdraw consent for marketing communications.

6. Security Measures  

We employ appropriate technical, administrative, and organizational measures to protect your data against unauthorized access, misuse, or loss.

7. Grievance Redressal  

For any privacy-related concerns, please contact: info@arisefincap.com

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