Patni Asset Management Private Limited (“Patni”, “we”, “our”, or “us”) is committed to protecting the privacy and confidentiality of its clients, investors, and website users. This Privacy Policy outlines how we collect, use, store, and safeguard your information.
1. Information We Collect
We may collect personal and financial information including name, contact details, identification documents, investment preferences, and other relevant data required to provide our services. Information may be collected through our website, communication channels, or during onboarding processes.
2. Use of Information
The information collected is used to:
- Provide and manage our financial and advisory services
- Comply with legal and regulatory requirements
- Conduct due diligence and risk assessments
- Improve our services and client experience
- Communicate relevant updates, offerings, and information
3. Data Sharing & Disclosure
We do not sell or rent your personal information. Data may be shared with regulatory authorities, trustees, legal advisors, or authorised third parties only as required for compliance, transaction processing, or service delivery.
4. Data Security
We implement appropriate technical and organisational measures to safeguard your information against unauthorised access, loss, or misuse. Access to sensitive data is restricted to authorised personnel only.
5. Data Retention
Your information is retained only for as long as necessary to fulfil business, legal, and regulatory obligations.
6. Cookies & Website Usage
Our website may use cookies to enhance user experience and analyse website traffic. Users may choose to disable cookies through their browser settings.
7. Your Rights
You may request access, correction, or deletion of your personal information, subject to applicable legal and regulatory requirements.
8. Updates to This Policy
Patni reserves the right to update this Privacy Policy from time to time. Any changes will be reflected on this page.
9. Contact Us
For any queries regarding this Privacy Policy or your data, please contact us through the details provided on our website.