1. Information We Collect

We may collect the following information from clients and website users:

✔ Full Name
✔ Email Address
✔ Mobile Number
✔ PAN Card Details for KYC Verification
✔ Communication Details
✔ Payment Information processed through secure third-party payment gateways
✔ Information submitted during onboarding, compliance, or support processes

We collect only such information as is reasonably necessary for providing our services and complying with applicable regulatory requirements.

2. How We Use Your Information

Your information may be used for the following purposes:

✔ Providing research and advisory-related services
✔ Delivering research reports, updates, notifications, and service communications
✔ Client onboarding and KYC verification
✔ Compliance with SEBI regulations and legal obligations
✔ Internal record maintenance and operational purposes
✔ Improving service quality, website functionality, and client experience

We do not use client information for unauthorized marketing or unrelated commercial activities.

3. Data Protection & Security

We implement appropriate technical and organizational safeguards to protect client information against unauthorized access, misuse, disclosure, alteration, or destruction.

Our security practices include:

✔ Secure systems and restricted-access environments
✔ Limited access to sensitive client information
✔ Reasonable security measures to protect stored data
✔ Internal confidentiality practices and data handling controls

While we take reasonable precautions to safeguard information, no electronic transmission or storage system can be guaranteed to be completely secure.

4. KYC & Client Verification Policy

In compliance with regulatory obligations and internal compliance standards:

✔ No account or service shall be provided in fictitious or anonymous names
✔ PAN verification and client identification are mandatory wherever applicable
✔ Services may be denied or suspended if KYC / Client Due Diligence requirements are not fulfilled
✔ Clients may be required to submit valid supporting documents as mandated under applicable laws and SEBI regulations

5. Third-Party Sharing Policy

We do not sell, rent, trade, or commercially distribute client information to third parties.

Information may only be shared under the following circumstances:

✔ Where required by law, regulation, court order, or regulatory authority
✔ With authorized payment gateway providers for transaction processing
✔ With compliance, legal, or professional service providers on a need-to-know basis
✔ During regulatory audits, investigations, or lawful information requests

Any such sharing shall be limited to the extent reasonably necessary.

6. Payment Processing

Payments made for subscriptions or services may be processed through trusted third-party payment gateway providers.

We do not store complete debit card, credit card, UPI PIN, or internet banking credentials on our systems.

Clients are advised to use only official payment links and verified payment channels provided by us.

7. Regulatory Compliance

Our services operate in accordance with applicable provisions of the SEBI (Research Analysts) Regulations, 2014 and related compliance requirements.

Client information may be disclosed to SEBI, authorized regulatory bodies, law enforcement authorities, or government agencies where required under applicable laws, audits, inspections, investigations, or compliance obligations.

8. User Consent

By accessing our website, subscribing to our services, or submitting your information, you acknowledge and consent to the collection and use of information in accordance with this Privacy Policy and our Terms & Conditions.

9. Contact Information

For any privacy-related concerns, queries, or requests, clients may contact us at:

📧momentumedge1@gmail.com

Your trust is important to us.
We are committed to maintaining the confidentiality, integrity and security of your personal information at all times.