1. Introduction
This Privacy Policy sets out how Sanriya Finvest Pvt. Ltd. uses and protects any information that you share when you use this website. Sanriya Finvest Pvt. Ltd. is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.
Sanriya Finvest Pvt. Ltd. understands that our relationship is strongly built on trust and faith. In the course of using the information on this website or availing our services, Sanriya Finvest Pvt. Ltd. may become privy to the personal information of its customers, including information that is of a confidential nature. Sanriya Finvest Pvt. Ltd. is strictly committed to protecting the privacy of its customers and has taken reasonable measures to protect the confidentiality of customer information and its transmission through the World Wide Web. However, it shall not be liable in any manner for disclosure of the confidential information in accordance with this Privacy Commitment, or in terms of the agreement, if any, with the customer, or by reasons beyond its control. We may, however, be required to disclose your personal information to Government bodies, judicial bodies, our regulators, or to any person to whom the Company is under an obligation to make disclosure under the requirements of any law binding on the Company or any of its branches, if required.
2. Hyperlink Policy for Users
Any hyperlink to other internet sites is at the customer’s own risk. The contents of such sites, and the accuracy of opinions expressed on them, are not verified, monitored or endorsed by Sanriya Finvest Pvt. Ltd. in any way or manner. Sanriya Finvest Pvt. Ltd. is not responsible for the setting up of any hyperlink from a third-party website to Sanriya Finvest Pvt. Ltd.
3. What We Collect
We may collect the following information:
3.1 Name and contact details
We may collect personal information directly from you – such as your name, email address, contact details, or other identifiers – when you register with us, complete an onboarding or KYC form, transact through us, or interact with certain features of this website.
Your personal information is used to provide you access to our services and functionalities, to personalise your experience, and to communicate with you about your account, holdings or transactions.
We implement industry-standard security measures to protect your personal information from unauthorised access, alteration, disclosure or destruction.
You have the right to control and manage your personal information with us. You can update your account details, manage your communication preferences, or exercise your rights under applicable data protection laws by writing to us at the contact details given below.
You may also request the deletion of your account or of certain personal information by contacting us through the channels provided in this Policy, subject to applicable record-retention obligations.
3.2 Financial and transactional details
Where you transact through us, we collect financial and transactional information necessary to execute and record your instructions – including PAN, KYC identifiers, bank account details, mobile no, email ID, nominee and beneficiary details, risk profile responses, investment preferences and transaction history.
3.3 Technical and navigational information
When you visit our website, we may collect technical and navigational information such as browser type, IP address, device information, pages visited and average time spent. This information may be used to alert you to compatibility issues, to diagnose problems with our servers, and to improve our website design and functionality.
4. Security
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
5. Links to Other Websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over such third-party websites. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites. You should exercise caution and look at the privacy statement applicable to the website in question.
6. Controlling Your Personal Information
If you believe that any of your information with us is incorrect or incomplete, please email us as soon as possible at services@sanriya.net. We will promptly correct any information found to be incorrect.
7. Data Minimisation
Sanriya follows the principle of data minimisation by collecting only the essential information necessary to fulfil its regulatory and operational responsibilities. Information is shared strictly with AMCs, RTAs and approved IT or compliance vendors, in each case under contractual confidentiality obligations.
8. Legal Basis for Processing
Personal data processing is based on client consent, on Sanriya’s legal obligations under SEBI, AMFI, APMI and PMLA requirements, or on contractual obligations and legitimate business interests.
9. Security Certificates
We fully recognise and understand the security implications of being a service provider with whom people trust their money. There are many safeguards we adopt in this regard – some of these are technical, and some are structural.
When it comes to data security, our goals are that: your data is stored safely and securely, with passwords one-way encrypted before being stored in our database; all communication with you, or with mutual fund companies and other service providers, is encrypted in transit using industry-standard protocols; and your data is not shared with anyone unless you have explicitly requested us to do so in order to fulfil a transaction request, or unless disclosure is required by law or by a regulator.
To ensure that we achieve these goals, our website is secured with an SSL certificate, our data is hosted with established hosting service providers, and our records are backed up regularly to ensure continuity of operations.
10. Cookies and Analytics
The Sanriya website uses cookies and analytical tools to improve functionality and understand visitor preferences. We may engage third-party analytics providers to measure website usage and campaign performance; these providers do not collect personally identifiable information on our behalf. Cookies can be disabled in browser settings, but this may affect site functionality.
11. Investor Rights
Investors may access, correct or request deletion of their personal data, and may withdraw consent, subject to legal and regulatory limits. Investors may also opt out of promotional communications at any time. Requests should be made to the Compliance Officer at the contact details given in Section 13.
12. Breach Notification
In the event of a data breach, Sanriya will notify impacted investors, report the incident to SEBI and AMFI as required, and take corrective and containment measures.
13. Privacy-Related Complaints and Contact Information
Compliance Officer: Mr. Santosh Kedari, Director & Compliance Officer
Email: spk@sanriya.net | Client Servicing: services@sanriya.net
Phone: +91 95525 37626
Office: Kamdhenu, 2nd Floor, Opp. Prakash (MSEB) Bhavan, Next to Bank of Baroda, Near Chattushringi Temple, Senapati Bapat Road, above Tribes, Shivajinagar, Pune, Maharashtra 411016.
Complaints are acknowledged within 2 working days and resolved within 15 working days.
Escalation matrix:
14. Policy Review and Updates
This Policy is reviewed annually, or upon any change in SEBI, AMFI, APMI or data protection laws. Sanriya reserves the right to modify any section of this Policy at any time without prior notice, and the latest version will always be published on our official website. You are advised to review this Policy periodically.
15. Disclaimer
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Sanriya Finvest Pvt. Ltd. acts solely as an AMFI-registered Mutual Fund Distributor (MFD) & Specialised Investment Fund (SIF) Distributor (ARN-193359) and an APMI-registered PMS Distributor (APRN-01056), and provides execution and distribution services only.