Who we are
Kaygee Finserve is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website or use our financial services, including SIP planning, mutual fund investments, insurance, and other wealth management solutions.
1. Information We Collect
We may collect the following types of information:
A. Personal Information
- Name
- Email address
- Mobile number
- Date of birth
- PAN number
- Address
- Bank account details (for investment purposes only)
- Nominee details
B. Financial & Investment Information
- Mutual fund investment details
- SIP preferences
- Risk profile
- Income details
- Transaction history
C. Technical Information
- IP address
- Device information
- Browser type
- Cookies and usage data
- Location (approximate)
2. How We Collect Information
We collect information through:
- Online forms (SIP enquiry, KYC, contact forms)
- Phone calls
- WhatsApp or email communication
- Third-party API integrations (RTA, CAMS, KFin, payment gateways)
- Cookies and analytics tools
3. Why We Use Your Information
We use your data for:
- Processing SIPs, mutual fund transactions, and financial services
- Completing KYC and regulatory compliance
- Communicating investment updates, alerts, statements
- Risk profiling and investment recommendations
- Improving website performance and user experience
- Sending newsletters, offers, or service notifications
- Internal audit, record keeping, and legal compliance
4. Sharing of Information
We do not sell or trade your personal information.
We may share data with:
- Mutual fund companies
- RTAs (CAMS, KFin Technologies)
- Payment gateways
- Regulatory bodies (SEBI, AMFI)
- Service providers (CRM, email/WhatsApp communication tools)
- Auditors or legal advisors (if required)
All third parties comply with data protection policies.
5. Data Protection & Security
We use industry-standard security measures, including:
- Data encryption
- Secure servers
- Access control
- Regular audits
- Compliance with SEBI & AMFI guidelines
Though we strive for top security, no online system is 100% secure.
6. Cookies Policy
Our website uses cookies to enhance user experience.
Cookies help us:
- Identify returning users
- Track website performance
- Personalize content
Users may disable cookies in their browser settings.
7. Your Rights
You have the right to:
- Access your personal data
- Request correction or updates
- Request deletion (as per regulatory guidelines)
- Withdraw consent from marketing communications
- Raise concerns about misuse
8. Third-Party Links
Our website may contain links to external websites.
We are not responsible for the privacy practices of these third-party sites.
9. Regulatory Compliance
Kaygee Finserve complies with:
- SEBI Regulations
- AMFI Guidelines
- RBI/IRDAI (if applicable)
- Information Technology Act, 2000
- GDPR principles (where relevant)
10. Children’s Privacy
Our services are not intended for individuals under 18 years of age.
11. Changes to This Privacy Policy
We may update this Policy occasionally.
The revised Policy will be posted on this page with the updated date.
12. Contact Us
If you have any questions or concerns regarding this Privacy Policy or wish to exercise your rights, contact us at:
Kaygee Finserve
Email: kaygeefinserv@gmail.com
Phone: +91-9814061962
Website: kaygeefinserv.com
Address: Ludhiana