Prudent Investments (“Company”, “we”, “our”, “us”) values your trust and respects your privacy.
This Privacy Policy explains how we collect, use, store, and protect your information when you visit investwithshriikant.com or engage with our advisory services. By using our platform, you agree to the practices described below.
Information We Collect
We collect the following details:
Personal Information
- Name, contact details, email ID, PAN, Aadhaar (if provided)
Financial Information
- Income, existing investments, liabilities, and financial goals
Digital Information
- Website usage data, IP addresses, cookies, and communication history
How We Use Your Information
We use your data to:
- Offer personalized investment strategies
- Prepare goal-based financial roadmaps
- Track your portfolio performance
- Fulfil regulatory and compliance requirements
We never sell or rent your information to third parties.
Data Protection & Security
- We use secure servers and encrypted systems to safeguard your data.
- Access to your data is restricted to authorized team members only.
- However, while we strive to protect your data, no digital platform can guarantee 100% security.
Third-Party Integrations
Our recommendations may involve third-party financial products or platforms. We are not responsible for their privacy policies or data practices.
Your Rights
You have the right to:
- Access and update your personal information
- Request deletion of your data
- Opt out of marketing communications at any time
Cookies Policy
We use cookies to enhance your browsing experience and analyze website traffic. You may disable cookies via your browser settings, but some website features may not function properly.
Policy Updates
We may update this Privacy Policy from time to time. Any significant changes will be notified via email or posted on our website.
Contact Us
For any queries regarding these policies, please reach out:
Email: Prudentinvestmentryp@gmail.com
Address: Raipur, Chhattisgarh.
Updates
We may revise this Privacy Policy periodically. Continued use of our services after updates indicates your acceptance of the revised terms.