Privacy Policy

We may collect the following categories of information:

• Identity and contact information — name, email address, phone number, postal address, PAN and other KYC-related details you provide when enquiring about or availing our distribution services.
• Financial information — investment goals, bank account details used for SIP mandates, and transaction history relating to schemes invested in through us.
• Usage data — pages visited, calculator inputs, device and browser information, collected automatically through cookies and similar technologies.

• To respond to enquiries and provide mutual fund distribution services.
• To facilitate KYC, SIP setup, and transaction processing with AMCs and RTAs.
• To send service updates, portfolio statements and, where you have opted in, newsletters.
• To comply with applicable legal, regulatory and audit requirements (including AMFI/SEBI norms).
• To improve our website, app and calculators based on aggregated usage patterns.

We share information with AMCs, registrars and transfer agents (RTAs), and regulatory bodies strictly as necessary to facilitate your mutual fund transactions and comply with law. We do not sell your personal information to third parties for marketing purposes.

We use reasonable technical and organisational measures to protect your information against unauthorised access, alteration, disclosure or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Our website uses cookies to remember preferences and understand how visitors use our site. You can control cookies through your browser settings; disabling cookies may affect some site functionality.

You may request access to, correction of, or deletion of your personal information held by us, subject to our regulatory record-keeping obligations, by writing to connect@vittmantra.com.

We may update this Privacy Policy periodically. Material changes will be reflected by updating the “Last updated” date at the top of this page.

For any privacy-related questions, write to us at connect@vittmantra.com or #61/49, Ground Floor, 20th B/21st Cross, 20th Main, Marenahalli, Vijayanagar, Bangalore – 560040.