Data Collection

Ortus Finance Pvt. Ltd. (hereinafter referred to as "the Company," "we," "us," or "our") is committed to the protection of user privacy and the security of personal data. This Privacy Policy governs the collection, storage, and utilization of Personal Identifiable Information (PII) provided by users upon registering for our mutual fund distribution services, financial consultation, and educational programs.

By accessing our services, you hereby consent to the collection of data including:

• Legal name and contact information (email address, phone number)
• PAN card details and KYC documentation
• Financial information relevant to investment profiling
• Billing information for service fees
• Communication records for service delivery

How Information is Used

We use your personal information for the following purposes:

• Facilitating investments in SEBI-regulated mutual fund schemes
• KYC compliance as required by SEBI and AMFI regulations
• Processing transactions through BSE StAR MF and MF Utilities
• Providing investment-related communication and updates
• Improving our services and user experience
• Compliance with applicable financial regulations

Cookies & Tracking

Our website employs cookies, web beacons, and similar tracking technologies to enhance user experience, analyze website traffic, and monitor the effectiveness of our services. We utilize third-party analytics tools to collect non-identifiable technical data, such as IP addresses and browser types, to improve our service delivery.

You may disable cookies through your browser settings, though this may affect certain functionality of our website.

Payment Processing

All financial transactions are facilitated exclusively through SEBI-registered platforms and third-party payment processing partners. Ortus Finance does not store, retain, or have access to sensitive cardholder data, including credit card numbers, CVV codes, or net banking credentials. Investment transactions are processed through authorized channels such as BSE StAR MF and MF Utilities.

Data Sharing

We share your information only with:

• Asset Management Companies (AMCs) for investment processing
• Registrar and Transfer Agents (RTAs) for transaction records
• KYC Registration Agencies (KRAs) for compliance verification
• Regulatory authorities as required by law

We maintain a strict policy against the sale, lease, or unauthorized disclosure of user data to third-party entities for marketing purposes.

Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure storage practices, and regular security assessments.

User Rights

You have the right to:

• Access your personal data held by us
• Request correction of inaccurate information
• Request deletion of your data (subject to regulatory requirements)
• Withdraw consent for marketing communications
• Lodge a complaint with relevant data protection authorities

Contact for Privacy Concerns

For any privacy-related concerns or requests, please contact us at:

Compliance

This Privacy Policy is in compliance with the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and the Digital Personal Data Protection Act, 2023.

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated revision date.