Privacy Policy

01 Who We Are

Jain Legacy Advisors ("JLA", "we", "us" or "our") is a SEBI-Registered Investment Adviser (Registration No. INA000022792) providing independent, fixed-fee investment advisory services. This Privacy Policy explains how we collect, use, store, disclose and protect your personal information when you visit our website or engage our services, in accordance with applicable Indian law, including the Digital Personal Data Protection Act, 2023 ("DPDP Act") and SEBI (Investment Advisers) Regulations, 2013.

02 Information We Collect

Information you provide to us

• Identity & contact data — name, email address, phone number, postal address.
• KYC & financial data — PAN, identity documents, income details, investment holdings, risk profile and financial goals, collected to provide suitable advice and meet regulatory requirements.
• Communications — information you share in enquiry forms, emails, calls or consultations.

Information collected automatically

• Usage & device data — IP address, browser type, pages visited and similar analytics, collected via cookies and similar technologies.

03 How We Use Your Information

We process your personal data to:

• Provide investment advisory services, including risk profiling and suitability assessment.
• Comply with SEBI regulations, KYC/AML obligations and other legal requirements.
• Respond to your enquiries, schedule consultations and communicate with you.
• Maintain records as required under applicable law.
• Improve our website and services.

We rely on your consent, the performance of our advisory engagement, our legal obligations and our legitimate interests as lawful bases for processing.

04 Data Sharing & Disclosure

We do not sell your personal data. We may share it only with:

• Regulatory and statutory authorities, including SEBI, where required by law.
• Service providers (e.g. KYC registration agencies, IT and email providers) bound by confidentiality obligations, strictly to deliver our services.
• Professional advisers, auditors or law-enforcement where legally required.

As an independent, fixed-fee adviser, we do not share your data with product manufacturers for commissions, because we do not earn any.

05 Data Security & Retention

We maintain reasonable technical and organisational safeguards to protect your personal data against unauthorised access, alteration or disclosure. We retain personal data for as long as necessary to provide our services and to comply with SEBI record-keeping and other legal obligations (generally a minimum of five years, or longer where required), after which it is securely deleted or anonymised.

06 Your Rights

Subject to applicable law, including the DPDP Act, you have the right to:

• Access and obtain a copy of your personal data.
• Request correction of inaccurate or incomplete data.
• Request erasure of your data, subject to our legal retention obligations.
• Withdraw consent where processing is based on consent.
• Nominate another individual to exercise your rights in the event of death or incapacity.
• Grievance redressal in respect of our handling of your data.

To exercise any of these rights, contact us using the details below.

07 Cookies

Our website uses cookies and similar technologies to enable core functionality and understand site usage. You can control or disable cookies through your browser settings, though some features may not function correctly as a result.

08 Third-Party Links

Our website may contain links to third-party sites (for example, SEBI, SCORES or scheduling tools). We are not responsible for the privacy practices of those sites, and we encourage you to review their policies.

09 Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on this page with a revised "Last updated" date.