Legal
Privacy Policy
This policy explains what information we collect, how we use it, and the choices you have. It applies to this website and to our mutual fund distribution services.
01 · Information we collect
To provide mutual fund distribution services, we may collect:
- KYC information — name, PAN, Aadhaar (as required by KRA norms), date of birth, address and photograph
- Financial information — bank account details, income range and investment amounts, to the extent needed to process transactions
- Contact information — phone number, email address and postal address
- Website usage data — pages visited, browser type and general analytics collected automatically when you visit our website
Calculators published on this website run entirely in your browser. Figures you enter into them are not transmitted to us and are not stored anywhere.
02 · How we use your information
- To process mutual fund transactions (purchase, redemption, switch, SIP registration) on your behalf
- To complete KYC and regulatory compliance requirements
- To communicate with you about your investments, account statements and service updates
- To respond to your queries and provide customer support
- To improve our website and services
03 · Data sharing and third parties
As a mutual fund distributor, we necessarily share certain information with regulated third parties in order to execute your transactions, including:
- Asset Management Companies (AMCs) whose schemes you invest in
- Registrar & Transfer Agents (RTAs) such as CAMS and KFintech
- KYC Registration Agencies (KRAs) such as CAMS KRA, CVL KRA and CKYC
- Mutual fund transaction platforms (BSE StAR MF and NSE NMF II)
We do not sell your personal information to third parties for marketing purposes. Information is shared only to the extent necessary to provide our services, or as required by law or regulation.
04 · Data security
We take reasonable technical and organisational measures to protect your personal information from unauthorised access, alteration, disclosure or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
05 · Cookies
Our website may use basic cookies or similar technologies to remember your preferences and understand how visitors use the site. You can control or disable cookies through your browser settings; doing so may affect some website functionality.
06 · Your rights
- Request access to the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Withdraw consent for non-essential communications, such as marketing updates
- Raise a grievance regarding how your data is handled
To exercise any of these rights, write to invest@prenam.com. Please note that certain records — such as KYC and transaction data — must be retained as required under SEBI and AMFI regulations, regardless of a deletion request.
07 · Data retention
We retain personal and transaction information for as long as required to provide our services and to meet statutory record-keeping obligations under SEBI, AMFI and applicable law, even after you stop actively investing through us.
08 · Children’s privacy
Our services are intended for adults capable of entering into a binding investment relationship. We do not knowingly collect personal information from minors, except where a minor is a registered beneficial investor under a guardian’s KYC, as permitted by applicable regulations.
09 · Changes to this policy
We may update this Privacy Policy from time to time. The latest version will always be available on this website. Continued use of our website or services after an update constitutes acceptance of the revised policy.
Last updated: October 2026. Prenam Asset Distribution LLP — LLPIN ADB-7768.