Privacy
Privacy Policy
Last updated: March 28, 2025
Asset Inbox respects the privacy of every visitor and client. This Privacy Policy explains what information we collect, how we use it, and the choices you have about that information. It applies to data collected through this website and through our advisory engagements.
Information We Collect
When you interact with our website or our team, we may collect:
- Contact information you voluntarily submit through forms (name, email, phone, investable-asset range, message)
- Engagement data if you become a client (financial accounts, identifying information required to satisfy KYC and AML obligations, beneficiary details, tax documents)
- Site analytics in aggregate (pages visited, referring URL, device class) — never tied to your identity without your explicit consent
How We Use Information
Information you provide through our discovery call form is used only to schedule and prepare for your initial conversation. We do not sell, share, or rent your contact information to any third party.
How We Protect Information
Client information is stored on systems with industry-standard encryption at rest and in transit. Access is limited to advisory personnel with a need to know. We retain records consistent with SEBI and AMFI regulatory requirements and applicable Indian law.
Your Choices
You may request a copy of the personal information we hold about you, request deletion (subject to regulatory retention requirements), or opt out of analytics by emailing assetinbox.in@gmail.com.
Changes to This Policy
We may update this policy as our practices evolve. Material changes will be communicated to current clients in writing. The “Last updated” date at the top of this page reflects the current effective date.
Contact
Questions about privacy at Asset Inbox can be directed to assetinbox.in@gmail.com or call us at +91 7448387930.