Privacy Policy

At Chitale FinServ, we value your trust and are committed to safeguarding the privacy and confidentiality of your personal and financial information. This Privacy Policy outlines how we collect, use, manage, and protect the data you share when using www.chitalefinserv.com and our financial advisory services.

1. Information We Collect

We may collect the following information when you contact us, request a portfolio review, or enroll in our advisory services:

• Identity & Contact Data: Full name, phone number, email address, and residential/office address.
• KYC & Regulatory Data: PAN number, date of birth, bank account details, and identification documents as mandated by SEBI/AMFI and partner financial institutions.
• Financial Profile: Investment objectives, risk tolerance, current portfolio holdings, and insurance requirements.

2. How We Use the Information

The information we collect is utilized strictly to:

• Provide customized financial planning, mutual funds, PMS, AIF, loan assistance, and wealth advisory services.
• Execute requested transactions with Asset Management Companies (AMCs), RTAs (CAMS, KFintech), insurance providers, and lending institutions.
• Send portfolio performance reports, account statements, and statutory regulatory updates.
• Comply with applicable legal, regulatory, anti-money laundering (AML), and KYC obligations under Indian law.

3. Data Security & Encryption Standards

Chitale FinServ recognizes the vital security implications of handling confidential financial data. We deploy comprehensive technical and organizational safeguards:

• 256-Bit SSL/TLS Encryption: All communications between your browser and our servers or integrated financial platforms are secured with enterprise-grade 256-bit encryption.
• Strict Confidentiality: Passwords and sensitive authentication tokens are one-way encrypted and never stored in plain text.
• Zero Data Selling: We do not sell, rent, or trade your personal information to third-party marketing companies under any circumstances.
• Secure Hosting & Backups: Client data is stored with top-tier hosting service providers with automated backups ensuring business continuity and disaster recovery.

4. Links to Other Websites

Our website may contain hyperlinks to third-party websites of interest (e.g., SEBI, AMFI, Investwell portal). Once you navigate to these external sites, please note that we do not exercise control over external platforms. We encourage you to review the privacy policies of any linked websites you visit.

5. Controlling Your Personal Information

You have the right to review, update, or correct any personal information in our records. If you believe any information we hold is incorrect, incomplete, or requires updating, please reach out to us: