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Data Privacy Policy

At MLSRI FINSERV, we value your privacy and are committed to protecting your personal information. This privacy policy explains how we collect, use, and safeguard your data.

Information We Collect

We collect personal information that you provide to us when opening an account, setting up investment plans, or using our services:

  • KYC information such as name, address, date of birth, and contact details
  • PAN, Aadhaar, and other identification documents as required by regulations
  • Financial information such as income, bank details, and investment goals
  • Information about your risk tolerance and investment preferences
  • Website usage data through cookies and similar technologies

How We Use Your Information

We use the collected information for the following purposes:

  • To provide, maintain, and improve our services to you
  • To process transactions and manage your investments
  • To comply with legal and regulatory requirements
  • To send important updates and notifications about your investments
  • To provide personalized investment recommendations
  • To prevent fraud and ensure security of transactions

Data Security

We implement strict security measures to protect your personal information:

  • Encryption of sensitive data during transmission
  • Secure storage systems with restricted access
  • Regular security audits and vulnerability assessments
  • Employee training on data protection and privacy practices
  • Multi-factor authentication for accessing sensitive information

Data Sharing and Disclosure

We may share your information with:

  • Mutual fund companies and RTAs to process your investments
  • Regulatory authorities as required by law
  • Service providers who assist us in delivering our services

We do not sell, rent, or trade your personal information with third parties for marketing purposes.

Your Rights

As our valued client, you have the right to:

  • Access the personal data we hold about you
  • Correct inaccurate or incomplete information
  • Request deletion of your data (subject to regulatory requirements)
  • Object to certain processing of your data
  • Receive your data in a structured, commonly used format

For any questions or concerns about our privacy practices, please contact our Data Protection Officer at privacy@mlsrionline.com

Last updated: August 7, 2025