Privacy Policy & Terms of Use

Privacy Policy

At Profolio Finance, we value your trust and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and safeguard your data when you interact with our website, services, and financial solutions.

1. Information We Collect

We may collect the following types of information when you use our services:

  • Personal Information: Name, email address, phone number, date of birth, and other details provided by you.

  • Financial Information: Investment preferences, income details, and related financial data necessary for portfolio and goal planning.

  • Usage Data: Information about how you use our website, including IP address, browser type, and browsing activity.

2. How We Use Your Information

We use the information we collect to:

  • Provide personalized financial planning and advisory services

  • Recommend suitable investment and insurance products

  • Process transactions through trusted platforms such as Nivesh.com

  • Communicate important updates, insights, and reports

  • Ensure compliance with legal and regulatory requirements

3. Data Sharing and Disclosure

We do not sell your information. We may share your data only with:

  • Trusted partners and service providers (e.g., Nivesh.com) for executing financial transactions

  • Regulatory authorities, if legally required

  • Internal teams for analytics and client support

4. Data Security

We use industry-standard practices to protect your data from unauthorized access, alteration, disclosure, or destruction. Your sensitive information is stored securely, and access is limited to authorized personnel only.

5. Your Rights

As a client, you have the right to:

  • Access the personal data we hold about you

  • Request corrections or updates to your information

  • Opt out of marketing communications

  • Request deletion of your data, subject to legal and compliance requirements

6. Cookies & Tracking

Our website may use cookies to enhance your browsing experience. Cookies help us understand user behavior and improve our services. You can manage or disable cookies in your browser settings.

7. Changes to this Policy

We may update this Privacy Policy from time to time to reflect changes in our services or legal requirements. The latest version will always be available on our website.

Terms & Conditions

By accessing or using our website and services, you agree to comply with and be bound by the following Terms & Conditions. Please read them carefully before using our services.

1. Acceptance of Terms

By accessing this website or engaging our services, you confirm that you have read, understood, and agree to these Terms & Conditions. If you do not agree, you must not use our website or services.

2. Services Provided

Profolio Finance provides financial planning, mutual fund advisory, insurance guidance, and related investment solutions. All recommendations are based on information provided by you and are meant for general financial guidance. Final investment decisions remain solely your responsibility.

3. No Guarantee of Returns

All investments are subject to market risks. Past performance is not indicative of future results. Profolio Finance does not guarantee or promise specific returns on any financial product or investment plan.

4. Client Responsibility

You agree to provide accurate and complete information when using our services. Any financial advice or plan prepared for you will be based on the accuracy of the information you share.

5. Third-Party Platforms

We may facilitate investments through third-party platforms such as Nivesh.com. While we ensure that these are trusted providers, Profolio Finance is not responsible for any errors, delays, or issues arising directly from third-party platforms.

6. Limitation of Liability

Profolio Finance will not be held liable for any direct, indirect, or consequential losses arising from the use of our services or reliance on financial recommendations. All decisions remain with the client.

7. Intellectual Property

All content on this website, including text, graphics, logos, and other material, is the property of Profolio Finance. You may not copy, reproduce, or distribute any material without prior written consent.

8. Privacy Policy

Your use of our services is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal data.

9. Changes to Terms

We may update these Terms & Conditions from time to time. The updated version will be posted on our website, and continued use of our services will signify your acceptance of the revised terms.

10. Governing Law

These Terms & Conditions are governed by the laws of [Insert Country/State]. Any disputes arising will be subject to the exclusive jurisdiction of the courts in [Insert Location].

11. Contact Us

If you have any questions or concerns regarding this Privacy Policy or the handling of your data, please contact us at:

Email: support@profoliofinance.com
Phone: +91 6302028139

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