This privacy policy sets out how Personal CFO uses and protects any information that you share when you use this website. Personal CFO is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.
Personal CFO understands that our relationship is strongly built on trust and faith. In course of using information on this website or availing the services, Personal CFO may become privy to the personal information of its customer including information that is of confidential nature. Personal CFO is strictly committed to protecting the privacy of its Customer and has taken reasonable measures to protect the confidentiality of the customer information and its transmission through World Wide Web. However it shall not be liable in any manner for disclosure of the confidential information in accordance with this Privacy Commitment or in terms of the agreement if any with the Customer or by reasons beyond its control. We may however be required to disclose your personal information to Government, Judicial bodies, and our Regulators or to any person to whom the Firm is under an obligation to make disclosure under the requirements of any law binding on the Firm or any of its branches, if required.
Hyperlink Policy for user: Any hyperlink to other Internet sites is at customer's own risk. The contents of which and the accuracy of opinions expressed are not verified, monitored or endorsed by Personal CFO, in any way or manner. Personal CFO is not responsible for the setup of any hyperlink from a third party website to Personal CFO.
We may collect the following information:
Your personal information is used to provide access to features, personalize your experience, and communicate with you regarding your account or transactions.
We implement industry-standard security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction.
You have the right to control and manage your personal information. You can update details, manage communication preferences, or exercise your rights under applicable data protection laws.
You may also request deletion of your account or personal information through the application or by contacting us.
When you grant permission, our application may access your device's camera or photo gallery to enable features involving capturing or uploading images.
Images may be used for document verification in Video KYC.
We do not share image data with third parties unless required by law or necessary to provide services requested by you.
Location access may be used for identity verification and enabling application functionalities.
We are committed to ensuring that your information is secure. Suitable physical, electronic, and managerial procedures are in place to safeguard the information collected.
Our website may contain links to other websites. Once you leave our site, we do not have control over those websites and are not responsible for the protection and privacy of any information you provide there.
If you believe that any of your information is incorrect or incomplete, please email us at cfosushil@personalcfo.in. We will promptly correct any information found to be incorrect.
We recognize the security implications of handling financial data. Safeguards include:
All communications are encrypted using industry standards, and data is hosted with secure service providers with regular backups.
Personal CFO ARN-, AMFI Registered Mutual Fund Distributor, is committed to maintaining the privacy, confidentiality, and security of personal information collected from investors, employees, and website visitors.
This policy is aligned with the Digital Personal Data Protection Act, 2023 (DPDPA), Information Technology Act 2000, SEBI Master Circulars for Mutual Funds, and AMFI guidelines.
This policy applies to all individuals interacting with Personal CFO through website, mobile applications, onboarding, KYC, and transaction processes.
We do not collect unnecessary personal data.
Used for:
Data may be shared with:
We do NOT sell or share data for marketing.
Data is retained as per regulatory requirements and securely destroyed after the retention period.
You may:
Used for improving experience and analytics. Can be controlled via browser.
We are not responsible for external website privacy practices.
This policy may be updated from time to time.
Grievance Officer: Nitika Jain
Email: cfosushil@personalcfo.in
Phone: +919910005679
Address: 496 , Office No. -7 , 2nd Floor,Lal Katra, Khari Baoli,Delhi 110006
Business Hours:
