The confidentiality of your sensitive personal information is important to us. This privacy policy explains how Endovia Financial Services Pvt Ltd and its subsidiaries/group companies, affiliates, and other associated entities (“Endovia”) collects, uses, and safeguards your personal information. Please read this privacy policy carefully before using Endovia's website or submitting any sensitive personal information or data. By using our website or by submitting information through any client questionnaires or forms, you accept and agree to the terms of this privacy policy. This policy may be updated from time to time, and the latest version will be posted on our website. We encourage you to review this privacy policy regularly to understand how your personal information may be used.
Collection of Information
Endovia collects information (which may include sensitive personal information) to enhance our relationship with you and provide you with the best service possible. If you do not provide the information we need, we may not be able to offer the services you’ve requested. We may also be legally obligated to collect certain information. The types of information we collect may include:
- Personal Identity Information: such as postal address, email address, phone number, etc.
- Financial Information: including details of your financial affairs, business, income, assets, and investments.
- Transaction Information: relating to any transactions you engage in with Endovia or through Endovia, including account management and investment activities.
- Application & Service Information: data necessary for processing applications you make for specific products and services, including marketing and communication preferences.
- Marketing Information: information relevant for the promotion of our services and product offerings.
- Client Documents: information collected through Brokerage Agreements, Managed Account Agreements, Subscription forms, and other Account Opening Documents.
- Interaction Information: data gathered from your interactions with Endovia, including forms, questionnaires, and requests for information.
Use of Information
The information we collect is used to:
- Provide, manage, and enhance the services and products we offer.
- Process and evaluate applications for products and services.
- Communicate with you about your account and transactions.
- Comply with legal obligations and regulatory requirements.
- Improve our marketing efforts, including offering relevant information about products and services.
Distribution of Information
While we will not disclose your personal information to third parties without your consent, we may share it in the following circumstances:
- When required by law, government authority, court orders, or legal processes.
- To protect against potential fraud or unauthorised transactions.
- To investigate instances of fraud or other legal matters.
- With market intermediaries, agents, or product developers in relation to the investments or services provided to you.
- To service providers and contractors that help us with marketing, customer service, or operational needs, provided they adhere to strict confidentiality agreements.
Confidentiality and Security
Endovia employees are trained to respect the confidentiality of your personal information. We take necessary steps to ensure the security and confidentiality of client information, in compliance with applicable laws, rules, and regulations. We maintain physical, procedural, and electronic safeguards to protect your personal data from unauthorised access. Violations of these policies by employees may lead to disciplinary actions, including termination.
Commitment to Information Security
Your personal information is kept secure. We adhere to the relevant security principles outlined in Indian privacy laws. Endovia does not fall under privacy regulations outside of India. Only authorized employees, agents, advisors (who have agreed to maintain confidentiality), and market intermediaries associated with your investments will have access to your personal information.
Updates to the Privacy Policy
Endovia may revise this privacy policy periodically. Any updated policy will be posted on our website, and the date of the most recent update will be displayed at the top of the page. We encourage you to review this policy regularly to stay informed about how your personal data is protected and used.
Privacy Policy Contact Information
For any complaints, grievances, or disputes regarding this privacy policy or our practices, please contact our Compliance Officer:
- Mr. Aditya Desai
- Email: investor.grievance@endoviawealth.com
- Postal Address: 809, Neelkanth Corporate Park, Kirol Road, Vidyavihar West, Mumbai 400086
- Contact No.: +91 22 6932 1000