KayGee Finserv

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Privacy Policy

This Privacy Policy explains how KayGee Finserv may collect, use, store and protect information when you visit our website, contact us or use our services and online resources.

Last Updated: September 2026

Your Information, Your Privacy

We aim to handle personal information responsibly and with appropriate care.

Secure
Privacy
Protection
IMPORTANT

About This Privacy Policy

This Privacy Policy applies to information collected through the KayGee Finserv website, contact forms, enquiries and other interactions with us.

By using this website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.

01

Information We May Collect

Depending on how you interact with KayGee Finserv, we may receive information that you voluntarily provide to us.

Name
Phone number
Email address
Contact or enquiry details
Information provided through website forms
Information required for processing permitted financial-product transactions

We may also receive limited technical information automatically when you access the website, such as browser type, device information, IP-related information and website usage data.

02

How We May Use Your Information

Information collected through our website or communications may be used for legitimate business and service-related purposes.

Respond to Enquiries To answer questions and provide requested assistance.
Process Requests To facilitate permitted requests related to financial products.
Customer Support To communicate regarding service-related matters.
Website Improvement To understand website usage and improve user experience.
03

Financial & Transaction-Related Information

Certain financial products or transactions may require information for KYC, account verification, transaction processing, regulatory requirements or other permitted purposes.

Such information may be processed through relevant Mutual Fund entities, registrars, transaction platforms, financial institutions or other authorised service providers involved in completing the requested transaction.

Please provide sensitive financial or identification information only through appropriate and authorised channels.

04

Cookies & Similar Technologies

Our website may use cookies or similar technologies to support website functionality, remember certain preferences and understand how visitors interact with the website.

Cookies are small files stored on your device by a website. Depending on your browser, you may be able to block, delete or manage cookies through your browser settings.

Restricting certain cookies may affect the functionality or performance of some parts of the website.

05

Sharing of Information

KayGee Finserv does not sell personal information merely for commercial resale.

Information may be shared where reasonably required with relevant service providers, financial-product entities, transaction platforms, registrars, technology providers or other authorised parties involved in providing requested services.

Information may also be disclosed where necessary to comply with applicable legal, regulatory, governmental or lawful requirements.

06

Third-Party Service Providers

KayGee Finserv may use or provide links to third-party services for activities such as transaction processing, client login, regulatory information, website hosting, communication or other operational purposes.

These third parties may have their own privacy policies and terms governing how they collect and process information.

Users are encouraged to review the applicable privacy policies of third-party platforms before submitting personal information.

07

Information Security

KayGee Finserv aims to use reasonable administrative and technical measures appropriate to the nature of the information handled through the website and our operations.

However, no internet transmission, electronic communication or storage system can be guaranteed to be completely secure.

Responsible Handling
Appropriate Access
Security Awareness
08

Retention of Information

Information may be retained for as long as reasonably necessary for the purposes for which it was collected, to maintain appropriate business records, resolve queries, fulfil service requirements or comply with applicable legal and regulatory obligations.

Retention periods may vary depending on the type of information and the purpose for which it is maintained.

09

Your Choices & Requests

Subject to applicable requirements, you may contact us if you wish to raise a question about personal information provided to us or request an appropriate correction or update.

Some information may need to be retained where required for regulatory, transaction, record-keeping or other lawful purposes.

Contact Us
10

Children's Privacy

This website and our financial-product distribution services are not designed primarily for children.

Where information relating to a minor is required for an eligible financial product or permitted transaction, it should be provided by or through the appropriate parent, guardian or authorised person, subject to applicable requirements.

12

Changes to This Privacy Policy

KayGee Finserv may revise this Privacy Policy from time to time to reflect changes in website functionality, business practices or applicable requirements.

Any updated Privacy Policy will be published on this page. Users are encouraged to review this page periodically.

13

Financial Product Disclaimer

Mutual Fund Investments are subject to market risks.

Please read all scheme related documents carefully before investing.

KayGee Finserv is a distributor of financial products in India and is not an investment adviser as per applicable guidelines.

Mutual Fund schemes do not assure or guarantee returns. Past performance may or may not be sustained in the future.

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