Privacy Policy

Effective Date: April 2026

Company Name: Shree CapitalEdge Financial Services LLP
Registered Office: Poddar Court Gate No. 1, Room No. 312, 3rd Floor, 18, Rabindra Sarani, Kolkata – 700001

1. Introduction

Shree CapitalEdge Financial Services LLP ("Company", "We", "Our", "Us") is committed to protecting your privacy. This policy covers how we handle information for our loan services (DSA), insurance services (POSP/Corporate Agency), and mutual fund distribution (AMFI Registered ARN).

2. Regulatory Compliance

We adhere to:

  • Digital Personal Data Protection Act, 2023
  • Information Technology Act, 2000 & SPDI Rules, 2011
  • IRDAI Guidelines
  • AMFI Guidelines

3. Information We Collect

Personal Information: Name, mobile number, email address, residential address, date of birth, PAN/Aadhaar, and income details.

Sensitive Information: Bank account details, insurance data, and credit scores.

Technical Information: IP address, browser type, website usage data, and cookies.

4. How We Collect Information

We collect information through website forms, direct communication, third-party partners, and tracking technologies.

5. Purpose of Data Collection

Data processing supports loan/insurance/investment applications, service delivery, customer support, regulatory compliance, fraud prevention, and marketing (consent-based).

6. Sharing of Information

Data may be shared with banks, NBFCs, insurance companies, mutual fund AMCs, regulatory authorities, and service providers. We do not sell your personal data to third parties.

7. Consent

By submitting your details through our website or other channels, you indicate your consent for data usage and sharing with our partner institutions for the purpose of processing your service requests.

8. Data Security

We implement SSL encryption, access controls, and secure storage to protect your information. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

9. Cookies Policy

We use cookies to improve your browsing experience and analyse website traffic. You can disable cookies through your browser settings.

10. Data Retention

We retain your data for as long as necessary for service delivery and regulatory compliance.

11. Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices of these third-party sites.

12. Your Rights

You have the right to:

  • Access your personal data held by us
  • Request corrections to your data
  • Withdraw consent for data processing
  • Request deletion of your data where applicable

13. Disclaimer

Shree CapitalEdge Financial Services LLP acts as an intermediary. Banks and insurers provide final services. Mutual fund investments are subject to market risks.

14. Updates to This Policy

We may update this Privacy Policy from time to time. We encourage you to review this page periodically for any changes.

15. Contact Us

Shree CapitalEdge Financial Services LLP
Poddar Court, Gate No 1, Room No 312, 3rd Floor, 18 Rabindra Sarani, Kolkata – 700001
Phone: +91-9007819781 | +91-33-6828 5272
Email: shree.capitaledge@outlook.com