Disclaimer

By using the website www.mutualfundwala.com and signing up for our services, (” Your Mutual Fund Distributor ” or “Services”), or providing us your personal information for any other purpose, you agree to this Privacy Policy and have read our disclaimers properly.

MutualFundWala’s key objective is to provide personalized and customized investment solutions to their clients under the framework and compliance laid down by SEBI and AMFI. We are a registered distributor for mutual funds and have qualified members in the organization to help investors to invest in Mutual Fund

This is to confirm that all the data provided in the website are extracted from some third-party source or have been bought for representations. Any errors or mistakes there in should be reported to us immediately. We are not responsible for any loss due to the mistakes or errors on the website.

Ownership

The MutualFundWala is owned by Mr Shashi Kant Bahl, who is the sole proprietor of this proprietorship, and the main promoter of PP Mutual Fund Services Pvt. Ltd.

MutualFundWala (ARN – 96039) and PP Mutual Fund Services Pvt Ltd (ARN – 275889) are the 2 ARN where our business are conducted.

Using MutualFundWala as a Visitor.

If you are a first-time visitor to www.mutualfundwala.com :

We don’t know who you are.

We collect technical data about your interaction with the Services. This is data we get from your use of our services. We collect data about your interaction with our website, such as pages visited and average time spent on the website, your internet protocol address, the unique identifier of your device and device information such as operating system, operating system version, browser plugins, crashes, system activity, hardware settings, date and time of your request and referral URL, and cookies that may uniquely identify your browser and mobile application.

We use this data to analyse how you use our website and improve the services provided through the website.

Using Your MutualFundWala as a Registered User.

If you have provided us your email address:

You are a registered user of Your Mutual Fund Distributor.

  • You may be asked to give us additional information such as your name or mobile number in order to use certain features of the Services.

  • We collect technical data about your interaction with the Services.
  • We use all the collected data to Respond to your queries about the Services.
  • Deliver to you any notices, alerts, or communications relevant to your use of the Services.
  • Offer you other products or services that we believe may be of interest to you. You have the option to opt-out of receiving such communication.

Using MutualFundWala as an Investor.

If you wish to start investing in mutual funds through MutualFundWala :

  1. You will be asked for basic registration information, such as an email address and password.
  2. You will be asked to provide personal details including your name, address, age, marital status, sex, and income.
  3. You will be asked for financial information like your bank account and other payment instrument details.

How We Use Your Data.

Your email address is used to send you updates regarding the Services. You can select what communication you’d like to receive from us by modifying your account settings after you log in to your account

Your password is encrypted before being stored in our database and no one other than you knows or has access to it. Under no circumstance do we know or share your password with anyone

In order to start investing through MutualFundWala, we will need to verify your identity and complete all the required compliance of the regulators. To do so, we may, directly or through third parties, use the identification information you provide to verify it against databases maintained by a KYC (Know Your Client) Registration Agency, registered under the Securities and Exchange Board of India {KYC (Know Your Client) Registration Agency} Regulations, 2011, and the Unique Identification Authority of India.

We may also use your information to verify your identity in the event you contact us for assistance with the site or services.

We use cloud-based software tools to perform certain business-related functions. Examples of such functions include maintaining databases and servers, processing text messages, phone calls, chats and emails, and marketing and sales analytics. Please note that these providers are bound by the same standards of data security practices and procedures as we

are under law and contract.

How We Use Your Data.

Just like any other financial services company, we use authorized third-party service providers who are bound by the same standards of data security practices and procedures as we are under law and contract. They are subject to the same penalties as we are for the unauthorised Commission Disclosure of your personal information.

Security Practices and Procedures.

MutualFundWala follows industry best practices, using open and known principles when transferring and storing your data.

We believe the biggest threat to the security and privacy of your data is if someone – probably someone you know – gains access to any of your devices. Remember to keep your password safe and secret to prevent unauthorised access to your account.

If you think that the security of your account has been compromised, change your password and contact us immediately for further assistance.

Our Legal Obligation to You.

We are bound by the (Indian) Information Technology Act, 2000, and comply with all its provisions available at https://meity.gov.in/content/cyber-laws. Under Section 43A of the (Indian) Information Technology Act, 2000, MutualFundWala and all its service providers are obliged to maintain reasonable security procedures to safeguard your data. Should there be any accidental Commission Disclosure of your personally identifiable personal information, you have the right to compensation.

Under Regulation 5 of the Information Technology (Reasonable Security and Procedures and Sensitive Personal Data or Information) Rules, 2011, we are obliged to provide every registered user of MutualFundWala with a readable copy of the personal information you have provided us. If you would like a copy, do get in touch with us at the address provided above.

Changes to This Privacy Policy.

This Privacy Policy is published on the website in compliance with Regulation 4 of the (Indian) Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Information) Rules, 201.

We update this Privacy Policy periodically. We will notify you of any changes to this Privacy Policy. The date of the last revision appears at the top and all changes take effect immediately upon posting.

If you do not agree with the terms of this Privacy Policy or any changes made to this Policy, please cease using all Services immediately and write to us at the address mentioned under our contact section

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