Effective Date: March 2025
1. Introduction
Nivek Investment (“we,” “our,” “us”) is committed to protecting the privacy and confidentiality of our clients. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you engage with our services. We adhere to the regulations set forth by SEBI, AMFI, and other relevant authorities to ensure transparency and compliance.
2. Information We Collect
We collect the following types of information from our clients:
- Personal Information: Name, contact details, PAN, Aadhaar, date of birth, and financial information required for investment services.
- Transactional Data: Details of your investment transactions, portfolio holdings, and risk assessment.
- Usage Data: Information collected through cookies and website interactions to enhance user experience.
3. How We Use Your Information
Your information is used for the following purposes:
- To provide investment services and facilitate mutual fund transactions.
- To comply with legal and regulatory requirements.
- To personalize investment recommendations based on your risk profile.
- To send service-related notifications and updates.
- To improve our website and services.
4. Information Sharing and Disclosure
We do not sell or rent client information. However, we may share data with:
- Regulatory Authorities: As required under SEBI, AMFI, and other financial regulations.
- Service Providers: Third-party vendors assisting in transaction processing, compliance, and IT services.
- NJ Wealth: As our principal broker, certain client data may be shared to facilitate investment transactions.
5. Data Security
We implement strict security measures to safeguard your personal and financial information. Access to client data is restricted to authorized personnel, and we employ encryption and secure data storage practices.
6. Your Rights and Choices
As a client, you have the right to:
- Access and review your personal data.
- Request corrections to inaccurate or outdated information.
- Withdraw consent for marketing communications.
- Request deletion of your personal data, subject to regulatory requirements.
7. Cookies and Tracking Technologies
Our website may use cookies to enhance your browsing experience. You can modify your browser settings to refuse cookies, but this may affect website functionality.
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices, and we encourage you to review their policies before providing any personal information.
9. Policy Updates
This Privacy Policy may be updated periodically to reflect regulatory changes or improvements in our data protection practices. We will notify clients of any significant updates.
10. Contact Us
For any privacy-related inquiries or concerns, please contact us at:
- Email: kevin@nivekinvestment.com
- Phone: (+91) 96243 37677
- Address: Rajkot, Gujarat, India.
By using our services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your information as outlined above.