Privacy Policy - Dayal Associate

Privacy Policy

Dayal Associate being one of the fastest growing financial advisory firm in India, very well understands the importance of privacy of clients data. And so we our very first priority is always about privacy and security of clients data that we have.

 

What information is collected from you?

We collect information from you only to assist and provide better services to you. For which we need basic personal information such as:

  • Email ID
  • Phone number
  • Full Name
  • Legal documents justifying your identity
  • Bank account details
  • Financials related information
  • Assets owned or etc.
  • Address
  • Employment details

Why do we collect this information?

Finance is a sector filled with possession and ownership claims, making it one of the very sensitive and well maintained sector by law. Authorities responsible for management of Financials and stock market may some times need basic personal information and Bank details of any of our client. Another situation being to provide you personalized services or assist you in better ways with help of third party companies, brokers, dealers, custodians, etc. permitted by the law. Notifying about changes in our services, providing analysis or reviews from clients side to ensure better service afterwards and yo monitor usage of the services we provide.

 

Where do we collect this information from?

  • Directly from you in the form of personal information, paperwork, online registration, signing up process, etc.
  • Information regarding your transactions and financial accounting

How is privacy of data assured?

Nowadays, when technology is advanced and everything is online, we have secure servers in which we save this data gathered in organized form. Legally registered as a financial advisory firm, we do possess legal responsibilities and accountability for privacy of your data that we understand very well. The data is not disclosed with anyone in any matter other than legal orders. Agreements with third parties, our employees or authorities related to any legal matter are as strict as possible.