At IEPF Advisors Group, we are committed to protecting the privacy and personal information of our clients, website visitors, and business partners. This Privacy Policy explains how we collect, use, store, disclose, and safeguard your information when you visit our website or use our advisory services.

By accessing our website or engaging our services, you agree to the practices described in this Privacy Policy.

Information We Collect

To provide efficient advisory and support services, we may collect the following types of information:

Personal Information

• • Documents submitted for claim processingFull Name
• • Documents submitted for claim processingMobile Number
• • Documents submitted for claim processingEmail Address
• • Documents submitted for claim processingPostal Address
• • Documents submitted for claim processingDate of Birth(where required)
• • Documents submitted for claim processingPAN Card Details(only when necessary for service execution)
• • Documents submitted for claim processingAadhaar or other identity information (where legally required)
• • Documents submitted for claim processingBank account information (only for claim-related documentation)
• • Documents submitted for claim processingDemat Account Details
• • Documents submitted for claim processingShareholding or investment information
• • Documents submitted for claim processingNominee or legal heir information
• • Documents submitted for claim processingDocuments submitted for claim processing

Technical Information

When you visit our website, certain technical information may be collected automatically, including:

• • IP Address
• • Browser Type
• • Device Information
• • Operating System
• • Pages Visited
• • Date and Time of Visit
• • Referral Source
• • Website Usage Statistics

This information helps us improve website performance and user experience.

How We Use Your Information

The information collected may be used to:

• • Provide financial advisory services.
• • Evaluate eligibility for claims.
• • Prepare documentation.
• • Respond to enquiries.
• • Verify client identity.
• • Coordinate with companies, registrars, financial institutions, or government authorities where required.
• • Improve our website and services.
• • Communicate important updates.
• • Maintain legal and regulatory compliance.
• • Prevent fraud and unauthorized activities.
• • Provide customer support.

We collect only the information necessary for providing our professional services.

Sharing of Information

We respect your privacy and do not sell, rent, or trade your personal information.
Information may be shared only when necessary with:

• • Government authorities
• • Regulatory bodies
• • Companies
• • Registrar & Transfer Agents (RTAs)
• • Banks
• • Insurance companies
• • Mutual fund houses
• • Legal professionals
• • Service providers assisting in claim processing

Such sharing is limited to the extent required for completing your engagement or complying with applicable laws.

Document Security

Many of our services require confidential financial and legal documents. We take appropriate administrative, technical, and organizational measures to safeguard this information against unauthorized access, misuse, alteration, or disclosure.

Although we implement reasonable security practices, no method of electronic transmission or storage can be guaranteed to be completely secure.

Cookies

Our website may use cookies and similar technologies to enhance your browsing experience.Cookies help us:

• • Understand website traffic.
• • Improve website functionality.
• • Remember user preferences.
• • Analyze visitor behaviour.

Data Retention

We retain personal information and supporting documents only for as long as necessary to:

• • Complete the requested services.
• • Comply with legal obligations.
• • Maintain professional records.
• • Resolve disputes.
• • Meet regulatory requirements.

Once the information is no longer required, it is securely deleted or archived in accordance with applicable laws.

Confidentiality

All information shared by clients is treated as confidential. Our team follows strict internal procedures to ensure that client information is accessed only by authorized personnel involved in the respective assignment.

Professional confidentiality remains one of our core commitments.

Your Rights

Depending on applicable laws, you may have the right to:

• • Request access to your personal information.
• • Request correction of inaccurate information.
• • Request updating of incomplete information.
• • Request deletion where legally permissible.
• • Withdraw consent where applicable.
• • Ask questions regarding how your information is processed.

Certain requests may be subject to legal or regulatory obligations.

Children’s Privacy

Our services are intended for individuals who are legally capable of entering into professional engagements. We do not knowingly collect personal information from children through our website.

If we become aware that information relating to a minor has been collected unintentionally, appropriate steps will be taken to address the matter.

Changes to This Privacy Policy

IEPF Advisors Group reserves the right to update or modify this Privacy Policy at any time to reflect changes in legal requirements, business practices, or service offerings.

The revised version will become effective immediately upon publication on this website. Users are encouraged to review this page periodically.

Contact Us

If you have any questions regarding this Privacy Policy, the collection of your information, or our data handling practices, please contact us through the contact details available on the IEPF Advisors Group website.

We will make reasonable efforts to respond to your enquiry in a timely and professional manner.

Your Privacy Matters

Protecting your information is an important part of the trust our clients place in us. IEPF Advisors Group is committed to handling personal and financial information responsibly while delivering transparent, professional, and legally compliant advisory services.