Privacy Policy

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

Shree CapitalEdge financial services LLP Privacy policies of DSA, insurance and Mutual fund agent website

Here is a professional, ready-to-use Privacy Policy tailored specifically for Shree CapitalEdge Financial Services LLP covering DSA (loans), Insurance (POSP/Corporate Agency), and Mutual Fund (ARN distri

Shree CapitalEdge Financial Services LLP

Effective Date: [Insert Date]

Shree CapitalEdge Financial Services LLP (“Company”, “We”, “Our”, “Us”) is committed to protecting the privacy and confidentiality of personal information of its customers, website visitors, and business partners.

This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website or use our services related to:

• Loan services (DSA for Banks/NBFCs)
• Insurance services (Life & General Insurance – POSP/Corporate Agency)
• Mutual Fund distribution (AMFI Registered ARN)

By using our website, you agree to the terms of this Privacy Policy.

We adhere to applicable Indian laws and regulations, including:

• Digital Personal Data Protection Act, 2023
• Information Technology Act, 2000 & SPDI Rules, 2011
• IRDAI Guidelines (for Insurance Intermediaries)
• AMFI Guidelines (for Mutual Fund Distributors)

We may collect the following types of information:

• Full Name
• Mobile Number
• Email Address
• Address & Location
• Date of Birth
• PAN / Aadhaar / KYC Documents
• Income & Financial Details

• Bank account / payment details
• Insurance & investment details
• Credit score or loan eligibility data

• IP address
• Browser type & device information
• Website usage data (cookies, analytics)

We collect information through:

• Website enquiry forms
• Direct communication (calls, WhatsApp, email)
• Third-party partners (Banks, NBFCs, AMCs, Insurance Companies)
• Cookies and tracking technologies

Your data is used for:

• Processing loan, insurance, and investment applications
• Providing financial products and services
• Sharing quotes and product information
• Customer support and communication
• Compliance with legal and regulatory requirements
• Fraud prevention and risk management
• Marketing (only with consent)

We may share your data with:

• Banks / NBFCs (for loan processing)
• Insurance Companies (for policy issuance)
• Mutual Fund AMCs / RTA (for investments)
• Regulatory authorities (if required by law)
• Technology / service providers

We do not sell your personal data to third parties.

By submitting your details on our website or through any communication channel, you:

• Consent to data collection and usage
• Authorize us to contact you via call, SMS, email, WhatsApp
• Agree to share your data with partner institutions

We implement reasonable security practices such as:

• SSL encryption
• Restricted access controls
• Secure data storage systems

However, no system is 100% secure, and we cannot guarantee absolute security 

Our website uses cookies to:

• Improve user experience
• Analyze website traffic
• Personalize content

Users can disable cookies through browser settings, though some features may not function properly 

We retain your data:

• As long as required for service delivery
• As per regulatory and legal requirements
• For audit and compliance purposes

Our website may contain links to third-party websites (Banks, Insurance Companies, AMCs).
We are not responsible for their privacy practices. 

You have the right to:

• Access your personal data
• Request correction or update
• Withdraw consent (subject to legal obligations)
• Request data deletion (where applicable)

• We act as an intermediary/facilitator for financial products
• Final approval, issuance, and services are provided by respective Banks/NBFCs/Insurance Companies/AMCs
• Investment in mutual funds is subject to market risk

We may update this Privacy Policy from time to time.
Users are advised to review it periodically.

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