This Privacy Policy describes how Satyakii Finadvisors LLP ("Satyakii", "we", "our", "us") collects, uses, discloses, and safeguards your personal data when you access or interact with our website. It is published in accordance with the Digital Personal Data Protection Act, 2023 ("DPDP Act"), the Information Technology Act, 2000, and applicable rules made thereunder.

By accessing this website or submitting personal information through it, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with any part of it, you must discontinue use of the website and not submit personal information.

Identity of the Data Fiduciary

For the purposes of the DPDP Act, the Data Fiduciary in respect of personal data collected through this website is Satyakii Finadvisors LLP, a limited liability partnership incorporated in India, having LLP Registration Number ACD-0753. Satyakii operates as a registered sub-broker of Prudent Corporate Advisory Services Ltd (SEBI Registration: INZ000293634), and as a referral partner for SMC Global Securities Ltd (SEBI Registration: INZ000199438) and Kedia Capital Services Private Limited (SEBI Registration: INZ000042238).

The contact details of our Grievance Officer designated under the DPDP Act and applicable IT Rules are provided at the end of this policy and on our Grievance Redressal page.

Categories of Personal Data Collected

We collect only the personal data necessary to respond to enquiries, deliver the information services offered by this website, comply with applicable law, and operate the website securely. The categories of personal data we may collect are set out below.

Information you provide directly

When you submit an enquiry through our website, we collect your name, email address, mobile telephone number, city, postal PIN code (optional), indicative investment amount range, investment horizon, the product context of your enquiry (the specific bond, mutual fund, or other product page you were viewing), and any free-text message you choose to share. You may also indicate your communication preferences for contact, marketing, and WhatsApp updates as three independent consents.

Information collected automatically

When you visit the website we collect, by automatic means, your Internet Protocol address, browser type and version, operating system, device identifiers, the pages of the website you view, the time and duration of each visit, the referring URL, and similar diagnostic information. This information is collected through server logs and cookies (see our Cookie Policy for details).

Information from third parties

We do not, at present, obtain personal data about you from third-party data brokers. If you reach our website through a search engine, social media platform, or affiliate referral, we may receive limited referral information from those services in the form of UTM parameters or HTTP referrer headers.

Purposes of Processing

We process personal data only for specific, lawful purposes communicated to you at or before the time of collection. The purposes are as follows.

Responding to your enquiry

Information you submit through an enquiry form is used to contact you about the product you enquired about, share related information, and route your enquiry to the appropriate principal broker for offline processing.

Service delivery and follow-up

Where you have given consent for marketing communications or WhatsApp updates, we may use your contact details to send you periodic updates about new offerings, market commentary, and educational content. You may withdraw these consents at any time using the unsubscribe link in our emails or by writing to our Grievance Officer.

Compliance and record-keeping

We retain certain information to comply with our recordkeeping obligations as a registered sub-broker and referral partner and to evidence consent and lawful basis of processing under the DPDP Act.

Website operation and security

Automatically collected information (IP address, browser data, server logs) is used to operate the website, prevent fraud and abuse, detect security incidents, and improve performance and reliability.

Analytics, with consent

Where you have given explicit consent through our cookie banner, we use a privacy-respecting analytics service to understand aggregate usage patterns. Analytics processing does not identify you individually and you may decline this category of cookies without affecting access to the website.

Legal Basis for Processing

Under the DPDP Act, we process personal data only on the basis of your free, specific, informed, unconditional, and unambiguous consent, or where the processing is otherwise permitted by law as a legitimate use. The principal grounds we rely on are:

Consent — for collecting and processing enquiry information, sending marketing communications, and storing optional non-essential cookies. Consent is captured separately for each purpose and may be withdrawn at any time.

Legitimate use — for processing required to fulfil services that you have specifically requested (such as responding to your enquiry), to comply with our legal and regulatory obligations as a registered sub-broker and referral partner, and to respond to medical or other emergencies if applicable.

Categories of Recipients

Personal data is shared only with parties that have a legitimate need to receive it for the purposes set out in this policy. The categories of recipients are listed below.

Principal brokers, namely SMC Global Securities Ltd, Prudent Corporate Advisory Services Ltd, and Kedia Capital Services Private Limited, who execute transactions you initiate offline pursuant to enquiries shared through this website. These entities are SEBI-registered intermediaries and bound by their own privacy frameworks.

Authorised service providers, including our email delivery provider for transactional and marketing emails, our hosting and infrastructure provider, and our analytics provider (where you have consented to analytics cookies). Each provider is bound by contractual obligations of confidentiality and data protection consistent with the DPDP Act.

Regulatory or law-enforcement authorities, where disclosure is required to comply with a lawful request, court order, or regulatory directive.

We do not sell personal data to third parties for marketing purposes.

Data Retention

Personal data is retained only for as long as necessary to fulfil the purposes for which it was collected, to comply with our legal and regulatory recordkeeping obligations, or to resolve any disputes that may arise.

Enquiry records, including the personal data submitted with them and the consent records associated with them, are retained for a period of 7 years from the date of enquiry, after which they are deleted or anonymised unless we are required to retain them longer under applicable law (such as a regulatory investigation or pending litigation).

Server logs and similar diagnostic information are retained for 90 days for security and fraud-prevention purposes, and then either deleted or anonymised.

Audit logs of administrative actions on the website are retained for 90 days. Cookie consent records are retained for the lifetime of the consent cookie (see our Cookie Policy).

Cross-Border Transfers

Personal data collected through this website is stored on infrastructure located in India by default. Where any service provider we engage processes data outside India, such processing is governed by contractual safeguards consistent with the standards set under the DPDP Act and any rules notified thereunder by the Central Government. We will not transfer your personal data outside India to any country or territory that the Central Government has restricted under the DPDP Act.

Your Rights as a Data Principal

Subject to applicable conditions and exemptions under the DPDP Act, you, as a Data Principal, have the following rights in respect of your personal data:

Right to access

You may request a summary of the personal data we are processing about you and the categories of recipients with whom it has been shared.

Right to correction and erasure

You may request correction of inaccurate or misleading personal data, completion of incomplete personal data, updation of personal data, and erasure of personal data that is no longer necessary for the purposes for which it was processed (unless retention is required by law).

Right to withdraw consent

Where processing is based on your consent, you may withdraw that consent at any time. Withdrawal will not affect the lawfulness of processing carried out before withdrawal but will stop further processing on that ground. You can withdraw marketing consent at any time using the unsubscribe link in our emails.

Right of grievance redressal

You may file a complaint with our Grievance Officer regarding any aspect of our processing of your personal data. We will acknowledge and address your grievance within the timelines committed on our Grievance Redressal page.

Right of nomination

You may nominate any individual who shall, in the event of your death or incapacity, exercise your rights under the DPDP Act in your place. To exercise this right, please write to our Grievance Officer.

How to exercise your rights

To exercise any of the above rights, send a written request to our Grievance Officer at saaransh@satyakiifinadvisors.com. We may, where necessary, ask for additional information to verify your identity before acting on the request.

Cookies

We use a limited set of cookies to operate the website, remember your preferences, and (with your consent) understand aggregate usage. A detailed description of each cookie, its purpose, and its retention period is set out in our Cookie Policy, which forms part of this Privacy Policy by reference.

Children's Data

The website and its services are not directed to, and we do not knowingly collect personal data from, persons below the age of eighteen years. The enquiry form requires confirmation of age. If you believe that a person below eighteen years has submitted personal data through our website, please contact our Grievance Officer so that we can promptly delete the data.

Security Measures

We adopt reasonable technical and organisational measures to protect personal data against accidental or unlawful destruction, loss, alteration, unauthorised disclosure, or unauthorised access. These measures include, without limitation: encryption of data in transit using TLS, encryption of data at rest, role-based access control limiting access to authorised personnel only, secure password storage using cryptographic hashing, audit logging of administrative actions, dependency security audits, and a documented incident response procedure.

No method of transmission over the internet or storage on electronic media is fully secure. While we strive to use commercially reasonable means to protect your personal data, we cannot guarantee its absolute security.

Changes to this Policy

We may revise this Privacy Policy from time to time to reflect changes in law, our services, or our practices. Material changes will be communicated through a prominent notice on the website and, where appropriate, by direct notification to the email address on record for enquiries where you have given marketing consent. Continued use of the website after the effective date of a revision constitutes acknowledgement of the revised policy.

Grievance Officer

In accordance with the DPDP Act and applicable rules, Satyakii has designated a Grievance Officer to address your queries and complaints regarding the processing of your personal data. The Grievance Officer can be reached at:

Name: Saransh Soni

Designation: Grievance Officer

Email: saaransh@satyakiifinadvisors.com

Phone: 9820176774

Postal address: D-106/ Eaton Square Lodha Sterling Thane West - 400607

We will acknowledge receipt of your grievance within 3 working days and substantively respond within 25 working days from the date of receipt.

For questions about this policy, contact our Grievance Officer at saaransh@satyakiifinadvisors.com or 9820176774.

Last updated: 12 Jul 2026