LEGAL
Privacy policy
This privacy policy sets out how Holistic Financial Services Pvt Ltd uses and protects any information that you share when you use this website.
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Effective from 1 March 2022
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256-bit encrypted communications
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Never sold or leased to third parties
OUR COMMITMENT
Built on trust and faith
Holistic Financial Services 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, you can be assured it will only be used in accordance with this privacy statement.
In the course of using this website or availing the services, we may become privy to the personal information of a customer, including information of a confidential nature. We have taken reasonable measures to protect the confidentiality of customer information and its transmission through the World Wide Web.
We may change this policy from time to time by updating this page. This policy is effective from March 01, 2022.
LIMITS AND DISCLOSURE
Where our liability ends
We shall not be liable in any manner for disclosure of confidential information made in accordance with this privacy commitment, in terms of any agreement with the customer, or by reasons beyond our control.
We may however be required to disclose your personal information to government or judicial bodies, our regulators, or any person to whom the firm is under an obligation to make disclosure under the requirements of any law binding on the firm or any of its branches.
Hyperlink policy: any hyperlink to other internet sites is at the customer’s own risk. Their contents and the accuracy of opinions expressed there are not verified, monitored or endorsed by us in any way, and we are not responsible for the setup of any hyperlink from a third-party website to Holistic Financial Services Pvt Ltd.
WHAT WE COLLECT
We may collect the following information
Name and contact details
Personal information, including date of birth, Aadhaar number and PAN
Demographic information such as gender and income
Other information that can help us improve our services
HOW WE USE IT
What we do with the information we gather
To conduct Know-Your-Customer registration as required by SEBI and other regulatory bodies
To perform compliance checks and keep internal records
To improve our products and services
To periodically email your registered address about your investments, or other information we think you may find interesting
You are free to unsubscribe from our mailing list at any time. From time to time we may also contact you by phone or email for market research purposes.
We will not sell, distribute or lease your personal information to third parties, unless required under the terms of a product or service you avail, or required to do so by law.
Security
We are committed to ensuring your information is secure. To prevent unauthorized access or disclosure we have put in place suitable physical, electronic and managerial procedures to safeguard the information we collect online.
Links to other websites
Our website may contain links to other sites of interest. Once you use those links to leave our site we have no control over them, so we cannot be responsible for the protection and privacy of information you provide there. Exercise caution and read the privacy statement of the website in question.
Controlling your personal information
If you believe any of your information with us is incorrect or incomplete, email us as soon as possible at customercare@holisticinvestment.in. We will promptly correct anything found to be incorrect.
SECURITY CERTIFICATES
People trust us with their money — we understand what that means
Holistic Financial Services Pvt Ltd is an online financial services company. We fully recognise the security implications of being a service provider people trust with their money, and there are many safeguards we adopt — some technical, some structural. When it comes to data security, our goal is to ensure that:
Your data is stored safely and securely — passwords are one-way encrypted before being stored in the database.
All communication with you, or with mutual fund companies and other service providers, is encrypted using the highest standards.
Your data is not shared with anyone unless you have explicitly requested it to fulfil a transaction.
All communications are encrypted by 256-bit encryption, data is hosted with top-tier providers, and it is continuously backed up to ensure continuity of operations.
QUESTIONS ABOUT THIS POLICY
Write to our customer care team
If anything here needs clarifying, or you want a correction to information we hold, get in touch and we will handle it promptly.
PHONE
+91-44-4203 0722
customercare@holisticinvestment.in
REGISTERED OFFICE
Old No 60/3, New No 26, Burkit Road,T. Nagar, Chennai – 600017, India