Effiective Date – 01st April,2025 Welcome to Sampad Finserv. Your privacy is of utmost importance to us. This Privacy Policy explains how we collect, use, share, and safeguard your personal information when you interact with us — whether through our website, email, phone, WhatsApp, or in person. By accessing or using our services, you agree to the terms of this Privacy Policy.
We may collect the following categories of personal and financial information: Personal Identification: Name, date of birth, gender, address, contact number, email ID, PAN, Aadhaar, etc. Financial Details: Income, investment history, risk profile, asset allocation, insurance needs Transactional Data: Details related to investment transactions, insurance applications, KYC documents Digital Data: IP address, browser type, cookies, device info, and website activity Communication Records: Emails, WhatsApp chats, forms submitted via our website, or call logs with our advisors.
We use the collected information for the following purposes: Service Delivery: To provide investment, insurance, and financial planning services Client Onboarding: To fulfill KYC/AML regulatory requirements as per IRDAI, AMFI, and affiliated product issuers Communication: To respond to your inquiries, provide updates, recommendations, and service notifications Marketing & Promotions: To share educational content, offers, or service updates, with your consent Compliance: To meet our obligations under IRDAI, AMFI, and other applicable laws Improvement: To analyze user behavior and improve website functionality, customer experience, and service quality
We do not sell, rent, or trade your personal data to any third parties. Your data may only be shared: With regulatory authorities (IRDAI, AMFI, etc.) if required by law or compliance With trusted affiliate partners and service providers who support us in processing applications, transactions, or analytics — under confidentiality agreements With insurance and mutual fund companies for processing investments and policies In case of a merger, acquisition, or restructuring, as part of a business transfer, under strict data protection safeguards
We are committed to securing your data through: Secure cloud storage and encrypted communication protocols (e.g., SSL) Restricted access to authorized personnel only Regular audits, software updates, and compliance checks Employee training on data privacy and handling Despite all measures, no system is 100% secure. Users are advised to exercise caution and not share OTPs, passwords, or confidential data over unsecured channels.
You have the right to: Request access to the personal information we hold about you Correct or update your personal details Withdraw consent for marketing communications Request deletion of your data, subject to legal obligations To exercise your rights, write to us at: connect@sampadfinserv.com
Our website may contain links to external websites or partner portals. We are not responsible for the privacy practices or content of those third-party websites. Users are encouraged to review their privacy policies before sharing any information.
We may update this Privacy Policy periodically to reflect legal or service changes. Updated versions will be posted on this page with a revised “Effective Date.” We recommend checking this page regularly.
If you have questions, concerns, or requests related to this Privacy Policy or your data, feel free to reach out: Sampad Finserv B-109, RK Iconic, Nr. Ayodhya Circle, 150 Feet Ring Road, Rajkot - 360006 +91 8200392536 connect@sampadfinserv.com Mon to Sat – 10:00 AM to 7:00 PM