Privacy Policy

1. Introduction

PlanurDream ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our financial services.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us, including:

• Name, email address, phone number, and mailing address
• Financial information (income, assets, investment goals)
• Date of birth and identification documents
• Tax information and employment details

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address, browser type, and device information
• Pages visited and time spent on our site
• Referring website addresses

3. How We Use Your Information

We use the information we collect to:

• Provide financial planning and advisory services
• Process transactions and manage your accounts
• Communicate with you about our services
• Comply with legal and regulatory requirements
• Improve our website and services
• Send newsletters and marketing communications (with your consent)

4. Information Sharing and Disclosure

We may share your information with:

• Service Providers: Third-party vendors who assist us in providing services
• Financial Institutions: Banks, mutual fund companies, and insurance providers
• Regulatory Authorities: SEBI, AMFI, and other regulatory bodies as required by law
• Legal Requirements: When required by law or to protect our rights

We do not sell your personal information to third parties.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure.

6. Your Rights

You have the right to:

• Access and receive a copy of your personal information
• Correct inaccurate or incomplete information
• Request deletion of your information (subject to legal obligations)
• Opt-out of marketing communications
• Withdraw consent where processing is based on consent

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

9. Contact Us

If you have questions about this Privacy Policy, please contact us: