Privacy Policy

At Money Objective (moneyobjective.com), we prioritize the privacy and encryption of investor data. This Privacy Policy details how we collect, store, and process client information under SEBI and AMFI guidelines.

1. Data We Collect

When you fill out investor details or request consultation, we collect personal information including full name, PAN, mobile number, email address, risk profile, and investment preferences to facilitate digital CKYC and AMC folio creation.

2. How Data is Used

Your data is strictly used for Mutual Fund onboarding, executing transactions via authorized AMC portals, generating consolidated family portfolio reports, and providing statutory notifications.

3. Data Protection & Security

We employ AES-256 SSL encryption and strict access controls. We never sell, trade, or monetize investor personal information to third parties.

4. Regulatory Disclosure

We disclose client information only to registered Asset Management Companies (AMCs), Registrar & Transfer Agents (RTAs like CAMS / KFintech), and regulatory bodies like SEBI/AMFI as required by Indian law.