Privacy Policy

At Rupee Guide, accessible from rupeeguide.in, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by Rupee Guide and how we use it.

1. Information We Collect

We collect personal and financial information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and services, when you participate in activities on the Website, or otherwise when you contact us.

• Personal Data: Name, email address, phone number, and physical address.
• Financial Data: Income details, existing insurance policies, investment portfolios, and loan details necessary to provide financial advisory services.
• KYC Documents: PAN card, Aadhaar card, and bank statements required for regulatory compliance during the execution of investments or loans.

2. How We Use Your Information

We use the information we collect in various ways, including to:

• Provide, operate, and maintain our advisory services.
• Analyze your financial profile to recommend suitable mutual funds, insurance, and loan products.
• Process transactions and facilitate account creation with Asset Management Companies (AMCs) and Insurance Providers.
• Communicate with you, including for customer service, to provide you with updates and other information relating to the website.

3. Information Sharing and Disclosure

Rupee Guide operates strictly under fiduciary principles. We do not sell, rent, or trade your personal or financial information to third-party marketers or data brokers. Your information is only shared with regulatory bodies (like KYC Registration Agencies), AMCs, banks, or insurance companies directly involved in executing the financial products you have explicitly consented to purchase.

4. Data Security

We implement a variety of security measures to maintain the safety of your personal information. Financial documents are stored securely and are accessed only by authorized personnel for the purpose of executing your requested services.

5. Contact Us

If you have any questions about this Privacy Policy, please contact us at rupeeguide.in@gmail.com.