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Privacy Policy

Last updated: May 2026

Introduction

Credilent Capital (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, store, and protect your information when you use our website, services, or interact with us in any way.

 

By using our website or services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Identification Information:

 

  • Full name, date of birth, gender
  • PAN number, Aadhaar number (as required for KYC)
  • Contact details — email address, phone number, postal address
  • Bank account details, demat account details
  • Occupation, income range, investment experience
  • Nominee details and relationship information

 

Financial Information:

 

  • Investment portfolio details and transaction history
  • Risk profile and investment objectives
  • Existing insurance policies and financial commitments
  • Tax-related information relevant to investment planning

 

Technical Information:

 

  • IP address, browser type, device information
  • Pages visited, time spent on pages
  • Cookies and similar tracking technologies

How We Use Your Information

Your information is used for the following purposes:

 

  • Processing mutual fund and other investment transactions on your behalf
  • Completing KYC requirements as mandated by SEBI, AMFI, and other regulators
  • Providing personalised investment recommendations based on your risk profile and goals
  • Sending portfolio statements, transaction confirmations, and performance reports
  • Communicating about new investment opportunities, market updates, and regulatory changes
  • Responding to your queries and providing customer support
  • Complying with legal and regulatory obligations
  • Improving our website and services

Information Sharing

We do not sell, rent, or trade your personal information to any third party for marketing purposes. We may share your information with:

 

  • Asset Management Companies (AMCs): For processing your mutual fund transactions
  • Registrars & Transfer Agents (CAMS, KFintech): For maintaining your investment records
  • KYC Registration Agencies (KRAs): For completing your KYC process
  • Payment gateways & banks: For processing investment payments
  • Credilent Insurance Brokers LLP: Our sister concern, if you opt for insurance services
  • Regulatory authorities (SEBI, AMFI, PFRDA, IFSCA): As required by law
  • Legal & compliance advisors: When necessary to protect our rights or comply with legal obligations

Data Security

We implement appropriate technical and organisational measures to protect your personal information against unauthorised access, alteration, disclosure, or destruction. These include:

 

  • Encrypted data transmission for all online transactions
  • Secure storage of physical and digital records
  • Access controls limiting data access to authorised personnel only
  • Regular security reviews and updates

Data Retention

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable laws and regulations. Investment-related records are maintained for a minimum period as prescribed by SEBI, AMFI, and other regulatory bodies.

Your Rights

You have the right to:

 

  • Access the personal information we hold about you
  • Request correction of inaccurate or incomplete information
  • Withdraw consent for non-essential communications
  • Request deletion of your information (subject to regulatory retention requirements)
  • Opt out of marketing communications at any time

Cookies

Our website may use cookies and similar technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. Disabling cookies may affect certain website functionality.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. The updated policy will be posted on this page with the revised “Last updated” date. We encourage you to review this page periodically.

Contact Us

For any privacy-related questions, concerns, or requests, please contact us at:

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Risk Factors — Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performance may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. We deal in Regular Plans only for Mutual Fund Schemes. We are not a Registered Investment Advisor and we do not charge any fee to our clients.

AMFI Registered Mutual Funds Distributor | ARN-359303 | Valid: 22/04/2026 – 21/04/2029

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