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Privacy Policy

Last updated: May 7, 2026

At Equishastra, we recognize that your privacy is of utmost importance. This Privacy Policy outlines the types of personal information we collect when you use our website and services, and how we safeguard your information.

1. Information We Collect

We collect information that you provide directly to us when you request a consultation or use our calculators. This may include:

• Personal Identification Information: Name, email address, telephone number.
• Financial Context: Approximate monthly investment capacity and financial interests provided via our forms.
• Calculator Data: Inputs provided to our SIP, Lumpsum, and SWP calculators (this data is processed locally and not stored unless you explicitly share it with us).

2. How We Use Your Information

We use the information we collect to:

• Respond to your requests for financial consultations.
• Provide personalized wealth projections and financial planning advice.
• Communicate with you regarding our services and updates.
• Ensure compliance with AMFI and SEBI regulations for mutual fund distributors.

3. Data Protection & Security

We implement a variety of security measures to maintain the safety of your personal information. Your data is never sold, traded, or otherwise transferred to outside parties, except to regulated financial institutions (AMCs/Insurers) required to fulfill your investment requests.

4. Regulatory Disclosure

Equishastra is an AMFI-Registered Mutual Fund Distributor (ARN-318351). We maintain client records as mandated by the Association of Mutual Funds in India (AMFI) and the Securities and Exchange Board of India (SEBI).

5. Contact Us

If you have any questions regarding this Privacy Policy, you may contact us at equishastra@gmail.com.