How we protect your information.

Our commitment

Our relationship with you is built on trust. We take reasonable measures to keep your information confidential and to protect it when it is transmitted and stored.

We may update this policy from time to time by revising this page. The date above shows when it was last updated.

What we collect

• Name and contact details
• Identity and KYC information such as date of birth, PAN and Aadhaar (as permitted by law)
• Bank account and nominee details needed to process transactions
• Demographic and financial-profile information such as income range, investment horizon and risk preferences
• Information about how you use our website and app, to improve them

How we use it

• To complete KYC and other checks required by SEBI, AMFI, APMI and other regulators
• To process transactions you ask for, with the relevant AMC, portfolio manager, fund or platform
• To maintain records and meet compliance requirements
• To send you statements, updates about your investments and, where you agree, information we think may be useful
• To improve our products, website and app

Sharing your information

We do not sell, rent or lease your personal information.

We share information only with product providers, registrars, exchanges, KYC registration agencies and service partners where this is needed to deliver a service you have asked for, or where the law, a court or a regulator requires it.

Your choices and rights

You may unsubscribe from marketing emails at any time. You may ask to see, correct or update the personal information we hold about you, and withdraw consent where processing is based on consent, subject to legal and regulatory record-keeping requirements.

We follow the applicable provisions of Indian law on personal data, including the Digital Personal Data Protection Act, 2023, as they come into effect.

Security

We use physical, electronic and managerial safeguards to protect the information we collect, including encrypted connections. No system is completely secure, so please keep your login details and OTPs private and never share them with anyone, including our staff.

Links to other websites

Our website links to regulators, product providers and other sites. We do not control those sites and are not responsible for their content or privacy practices. Please read their privacy policies.

Contact

For privacy questions or to update your information, write to info@dreamladdercapital.com. For complaints, please see our grievance redressal page.