Privacy Policy

1. Commitment to Client Confidentiality

At Makkar Investor Services (MIS), we recognize that your financial goals, income details, asset holdings, and personal identifiers are sensitive. We are committed to safeguarding all personal and financial data shared with us.

2. Information We Collect

We collect only the minimum information necessary to provide consultation and distribution services:

• Contact identifiers: Name, phone number, and email address.
• Consultation inputs: Primary area of interest, timeline, and qualitative goal descriptions.
• Regulatory onboarding data: When you initiate transactions, KYC details (such as PAN, bank details, and address proof) are processed directly through SEBI-authorized KRAs (KYC Registration Agencies) and mutual fund RTAs (CAMS/KFintech).

3. How We Use Your Data

Your information is used solely to respond to your consultation requests, prepare customized financial planning frameworks, and facilitate mutual fund, insurance, or credit processing. We never sell, rent, or lease client contact information to third-party telemarketers or external lead aggregators.

4. Contact & Grievance

If you have questions regarding our privacy practices or wish to request data correction, please email us at [email protected].