Privacy policy

Viaan Fincap Pvt. Ltd. (referred to as "Viaan Fincap", "we", "us" or "our") is a financial advisory firm registered in India, with its office at W-308, Siddhraj Z Square, Opp. Landmark, Kudasan, Gandhinagar, Gujarat 382421. This policy explains how we handle information you share with us.

Depending on how you interact with us, we may collect:

• Contact details: name, email, phone number and postal address, submitted through our contact form, phone, WhatsApp or email.
• Financial profile information: investable surplus, investment goals, risk appetite and existing holdings, shared during advisory conversations.
• KYC information required by SEBI, AMFI, IRDAI and other regulators before onboarding you into any financial product.
• Website usage information: pages visited, approximate location and device details, collected via standard server logs.

• To respond to your enquiries and provide investment advice.
• To onboard you into mutual funds, PMS, AIF, insurance and other financial products of your choice, through partner platforms and asset managers.
• To meet regulatory, KYC, anti-money-laundering and tax obligations.
• To send you portfolio reviews, service updates and occasional educational content, which you can opt out of at any time.

We share your information only with regulated third parties who need it to provide the services you have chosen, such as asset management companies, insurance companies, registrars, custodians, and KYC agencies. We do not sell your personal or financial information to anyone.

We follow reasonable security practices including access controls, encrypted transmission for sensitive data and periodic reviews. Where information is stored with partners, we rely on their SEBI, IRDAI or equivalent regulated security standards.

You can request access to the personal information we hold about you, ask us to correct inaccuracies, or ask us to delete it where we are not required by law to retain it. Write to us at viaanfincap@gmail.com with your request.

Our website uses a small number of essential cookies for security and preferences, and privacy-respecting analytics to understand which pages are useful. No third-party advertising trackers are used.

If you have any concern about how your information has been handled, please contact us at viaanfincap@gmail.com or +91 70463 11134. We will acknowledge your grievance within three business days and aim to resolve it within thirty days.

We may update this policy from time to time. Material changes will be highlighted on this page with a new "last updated" date.