This Privacy Policy outlines how Portfolio Enterprises collects, uses, and safeguards any information you provide while using this website. Portfolio Enterprises is fully committed to ensuring that your privacy is protected. Should we ask you to provide information by which you can be identified when using this website, rest assured that it will only be used in accordance with this policy.
Portfolio Enterprises reserves the right to update or modify this policy at any time by updating this page. This Privacy Policy is effective from January 1, 2022.
Your Trust, Our Priority
At Portfolio Enterprises, we understand that our relationship with you is built on trust and confidence. During your interaction with this website and our services, we may receive personal and sensitive information. We are committed to protecting your privacy and maintaining the confidentiality of your data.
Although we have implemented reasonable security measures to protect your information, we are not liable for any disclosure that occurs due to technical limitations, legal obligations, or events beyond our control. We may be required to disclose your personal data to government bodies, regulatory authorities, or legal entities as required by applicable law.
Hyperlink Disclaimer
Our website may contain hyperlinks to third-party websites. Clicking these links is at your own discretion. Portfolio Enterprises does not endorse or verify the content or reliability of linked sites and is not responsible for their practices.
Information We Collect
We may collect the following details:
Name and contact details
Personal data such as date of birth, Aadhaar number, and PAN
Demographic details like gender and income
Other relevant data that helps us improve our services
How We Use This Information
We use the collected information to:
Complete KYC registration as required by SEBI and other regulatory bodies
Perform compliance checks and maintain internal records
Improve our services and user experience
Send periodic updates, newsletters, or information about your investments
Contact you via phone or email for surveys, research, or service updates
You can unsubscribe from our mailing list at any time by clicking the opt-out link provided in our emails.
We do not sell, rent, or distribute your personal information to third parties unless required by law or to fulfill service requests under mutual agreement.
Security Measures
We are dedicated to keeping your information safe. Our security protocols include:
One-way encryption of passwords and sensitive data
Secure server environments with high-grade encryption (256-bit SSL)
Regular data backups for operational continuity
Communication encryption with fund houses and service providers
Your data will only be shared with third parties if explicitly authorized by you or mandated by law.