Privacy Policy

Our Commitment

RS Wealth Family Office (RSWM) respects your privacy and is committed to protecting your personal data in line with the Digital Personal Data Protection Act, 2023 (DPDPA) and other applicable Indian laws.

Information We Collect

• Identity & KYC data (name, PAN, KYC records, date of birth)
• Contact details (email, phone, address)
• Financial data (bank details, folio numbers, holdings, CAMS/KFintech statements)
• Transaction and website-usage data

Purpose of Collection

• Processing and servicing your mutual fund transactions
• Completing KYC and meeting regulatory obligations
• Communicating about your investments and our services
• Statutory and regulatory reporting

How We Share Data

Your data is shared only with Asset Management Companies (AMCs), Registrar & Transfer Agents (CAMS/KFintech), KYC Registration Agencies, statutory/regulatory bodies, and trusted service providers under confidentiality obligations. We never sell your personal data.

Data Security

We use reasonable technical and organisational measures — including access controls and secure storage — to protect your information from unauthorised access or misuse.

Data Retention

We retain your data for as long as your relationship with us continues and for the period required under statutory record-keeping rules (typically eight years after a transaction).

Your Rights Under DPDPA 2023

• Access your personal data
• Correction and updation
• Erasure, subject to legal retention rules
• Grievance redressal
• Withdraw consent

Cookies

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Changes to This Policy

We may update this policy from time to time. The latest version will always be available on this page.