Privacy Policy
Last Updated: April 2026
At Kalp.Money, we take your privacy and the security of your financial data with extreme seriousness. This policy explains how we collect, use, and protect your information when you use our platform for mutual fund analysis and distribution services.
01 Information We Collect
Personal Identifiers
Name, Email, Phone Number, and PAN details required for KYC and investment processing as per regulatory mandates.
Financial Data
Investment preferences, risk profile, and portfolio details shared for review or transaction execution.
02 How We Use Your Data
- To facilitate Mutual Fund transactions through AMCs and RTAs (CAMS/KFintech).
- To provide institutional-grade portfolio analysis and risk auditing.
- To comply with SEBI and AMFI anti-money laundering (AML) and KYC regulations.
03 Data Security & Sharing
We do not sell your personal data to third-party marketers. Your information is shared only with regulated entities necessary for investment execution: AMCs, Registrar & Transfer Agents (RTAs), Stock Exchanges (BSE Star MF), and Regulatory Bodies (SEBI/AMFI) as required by law.
04 Your Rights
You have the right to access, update, or request the deletion of your personal data stored on our platform, subject to statutory record-keeping requirements under the Prevention of Money Laundering Act (PMLA).
Privacy Concerns?
Our data protection officer is here to help.