Privacy Policy
Last Updated Date: 01.09.2026
Affluentsia Financial Services Pvt Ltd respects your privacy and is committed to protecting the personal information you share with us through affluentsia.com and in the course of our broking, distribution, and advisory services. This Privacy Policy explains what information we collect, how we use and protect it, and the choices available to you.
1. Introduction
This Policy applies to visitors of our website and to clients and prospective clients who engage with our securities and commodity broking, mutual fund distribution, fixed income, insurance, and trading & investment support services. By using our website or availing our services, you agree to the collection and use of information as described here.
2. Information We Collect
2.1 Information you provide to us
- Contact details — name, email address, phone number, postal address
- Identity and financial information required for account opening and KYC, such as PAN, Aadhaar (where applicable), bank details, income and occupation details
- Information submitted through contact forms, "Request a call back" forms, or correspondence with our helpdesk
- Investment preferences, risk profile, and financial goals shared during consultations
2.2 Information collected automatically
- IP address, browser type, device information, and pages visited
- Cookies and similar tracking technologies (see Section 6)
- Log data generated through use of the website
3. How We Use Your Information
- To open and service trading, demat, and investment accounts
- To process transactions in equities, derivatives, commodities, mutual funds, fixed income products, and insurance services
- To respond to enquiries, service requests, and call-back requests
- To comply with KYC, anti-money laundering, and other regulatory obligations
- To send account statements, contract notes, and service communications
- To send alerts, offers, and updates where you have subscribed to receive them
- To improve our website and the quality of our services
4. KYC & Regulatory Disclosures
As a financial intermediary operating in accordance with the rules of recognised stock exchanges and applicable regulatory authorities, we are required to collect and verify KYC information before onboarding clients. This information may be shared with exchanges, depositories, KYC Registration Agencies (KRAs), AMCs, insurers, and regulators strictly as required under applicable law and industry regulation.
5. Sharing of Information
We do not sell your personal information. We may share information with:
- Stock exchanges, depositories, clearing corporations, and KRAs, as required for broking and account services
- Asset Management Companies, insurers, and other product manufacturers whose products we distribute, solely to process your transactions
- Service providers who support our operations (e.g. IT, communication, and back-office service providers) under confidentiality obligations
- Regulators, courts, or law enforcement authorities where required by law
6. Cookies & Tracking
Our website uses cookies to remember preferences, understand how visitors use the site, and improve functionality. You can control or disable cookies through your browser settings; doing so may affect certain features of the website.
7. Data Security
We implement reasonable technical and organisational safeguards to protect your information against unauthorised access, alteration, disclosure, or destruction. While we strive to protect your data, no method of transmission or storage over the internet is completely secure.
8. Data Retention
We retain personal and transaction information for as long as your account is active and thereafter for the period required under applicable regulatory record-keeping requirements, or as necessary to resolve disputes and enforce our agreements.
9. Your Rights & Choices
- You may request access to, or correction of, the personal information we hold about you
- You may opt out of marketing alerts and newsletters at any time
- You may withdraw consent for optional data uses, subject to any regulatory or contractual requirements that continue to apply to your account
To exercise these rights, please contact us using the details in Section 12.
10. Children's Privacy
Our services and website are intended for adults capable of entering into a binding contract. We do not knowingly collect personal information from minors.
11. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated version will be posted on this page with a revised "Last updated" date.
12. Contact & Grievance Officer
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The updated version will be posted on this page with a revised "Last updated" date.
For questions about this Policy or to raise a privacy-related grievance, please contact:
Affluentsia Financial Services Pvt Ltd
Sheffield Towers, A1 97, 4th St, Sidco Nagar, Villivakkam, Chennai, Tamil Nadu 600049.
Email: helpdesk@affluentsia.com
Phone: 8939217268