Privacy Policy

1. Information We Collect

We may collect personal information that you provide directly to us, including your name, email address, phone number, city, financial planning requirements, and any information you choose to share through our contact forms, onboarding conversations, or document submissions.

During the course of a client relationship, we may also collect additional information required for onboarding, compliance, servicing, and investment execution, including KYC-related details, bank mandate details, investment preferences, risk profiling information, and communication records.

2. How We Use Your Information

We use the information we collect to respond to inquiries, evaluate suitability, facilitate onboarding, coordinate investments, service your account, send essential communications, support insurance and wealth-related administrative processes, and maintain internal records.

3. Sharing of Information

We do not sell your personal information. We may share information only where necessary to provide our services or comply with applicable law, including with registrars, transfer agents, AMCs, exchanges, banks, payment infrastructure providers, insurers, compliance partners, technology vendors, and regulatory authorities.

Such sharing is limited to the extent reasonably necessary for execution, recordkeeping, compliance, service delivery, fraud prevention, or dispute handling.

4. Data Security & Retention

We take reasonable administrative, technical, and operational measures to protect the information in our control from unauthorized access, disclosure, misuse, or loss. However, no digital system can be guaranteed as completely secure, and you acknowledge the inherent risks associated with electronic transmission and storage.

We retain information only for as long as necessary for business, regulatory, legal, tax, audit, or dispute-resolution purposes, or as otherwise required under applicable regulations.

5. Website Analytics, Cookies & Communications

Our website may use standard analytics tools, server logs, and similar technologies to understand website traffic, improve user experience, monitor performance, and maintain security. These tools may collect non-sensitive browsing or device information such as IP address, browser type, pages visited, session duration, and referral source.

If we send you service-related or relationship-related updates, such communication is intended to support your engagement with us. Marketing communication, where used, will be handled in a reasonable and limited manner.

6. Your Responsibility

You are responsible for ensuring that the information you provide to us is accurate, complete, and updated when required. Where the services involve family or joint financial data, you confirm that you are authorized to share the relevant information with us.

7. Third-Party Links & Platforms

Our website or communications may contain links to third-party platforms, including mutual fund infrastructure, AMC resources, regulator websites, or external tools. We are not responsible for the privacy practices, terms, or content of any external website or service that is not directly controlled by Lineal Edge Private Limited.

8. Policy Updates

We may revise this Privacy Policy from time to time to reflect regulatory updates, business changes, operational improvements, or website enhancements. The revised version will become effective when published on this website unless otherwise stated.

9. Contact

If you have questions regarding this Privacy Policy or how your information is handled, you may contact us at info@linealedge.com or call +91-9828024449.