Privacy Policy

We may collect the following categories of information:

• Contact details such as your name, email address, and phone number when you submit a form or contact us.
• Information you voluntarily provide about your financial goals, when shared for the purpose of a consultation.
• Technical information such as browser type, device information, and pages visited, collected automatically through standard web analytics.

We use the information collected to:

• Respond to enquiries and schedule consultations.
• Facilitate mutual fund transactions and related distribution services, where you engage us to do so.
• Comply with applicable regulatory, AMFI, and KYC-related requirements.
• Improve our website and communications.

We do not sell your personal information. We may share information with Asset Management Companies (AMCs), registrar and transfer agents (RTAs), and regulatory bodies strictly to the extent necessary to facilitate mutual fund transactions or to comply with applicable law.

We implement reasonable administrative and technical safeguards to protect your information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Our website may use cookies or similar technologies to understand site usage and improve user experience. You can control cookie preferences through your browser settings.

You may contact us at any time to request access to, correction of, or deletion of your personal information, subject to our regulatory record-keeping obligations as a mutual fund distributor.

We may update this Privacy Policy periodically. Material changes will be reflected by updating the "Last updated" date on this page.

For any questions regarding this Privacy Policy, please contact us at kokasfinserv@gmail.com or write to us at our registered office: C-125, Station Plaza, Station Road, Bhandup West, Mumbai City, Mumbai, Maharashtra, India, 400078.