Our Commitment
True Assets is committed to protecting the privacy of the individuals who visit our website, communicate with us or use our investment and financial services.
In providing investment, financial planning and related services, we may need to collect certain personal, financial and identification information from you. This information enables us to understand your requirements, respond to your enquiries, process your requests and, where applicable, complete verification, documentation and regulatory processes.
We aim to collect and process personal information in a responsible, transparent and lawful manner and only to the extent reasonably necessary for the relevant purpose.
This Privacy Policy explains the type of information we may collect, how we use it, when it may be shared, how we protect it and the choices available to you.
We seek to handle your information with appropriate care, confidentiality and security.
Information We Collect
The information we collect depends on how you interact with True Assets and the services or information you request from us.
Depending on the circumstances, this may include:
- Name, email address, telephone number and other contact details.
- Residential, correspondence or communication address.
- Date of birth and other basic personal information.
- PAN, KYC information and identification documents where required.
- Financial information such as income, assets, liabilities and expenses.
- Financial goals, investment objectives, investment horizon and risk preferences.
- Nominee or beneficiary information where relevant.
- Information submitted through enquiry, contact or registration forms.
- Information shared through emails, telephone calls or meetings with our representatives.
- Feedback, survey responses and other information voluntarily provided by you.
- Technical information such as IP address, browser type, device information and website activity.
Financial & Investment Information
When you seek investment or financial assistance, certain information about your financial circumstances may be required to understand your requirements.
Depending on the service, this may include information relating to your income, expenses, assets, liabilities, investment experience, financial objectives, investment horizon and risk preferences.
Such information may be used to understand your financial requirements and assist with relevant investment or financial solutions.
How We Use Your Information
We may use information collected from you for legitimate business, service, operational, legal and regulatory purposes, including:
- Responding to enquiries and service requests.
- Understanding your investment and financial requirements.
- Providing information about our services and solutions.
- Processing requests, instructions and applications.
- Supporting investment and transaction-related activities where applicable.
- Completing identity verification and KYC processes.
- Meeting applicable legal, regulatory and compliance obligations.
- Communicating important notices, updates and service information.
- Improving our website, services and customer experience.
- Maintaining records and supporting internal administration.
- Handling complaints, disputes and service-related concerns.
- Preventing fraud, unauthorized activity and security threats.
- Conducting internal analysis and improving our business processes.
- Sending relevant educational or promotional communications where permitted.
KYC & Verification
Certain investment and financial services may require identity verification, KYC documentation or other due diligence procedures.
Where required, information provided by you may be verified, updated or shared with authorized entities, intermediaries, service providers or regulatory authorities involved in the relevant process.
These activities may be undertaken to satisfy applicable legal, regulatory, compliance, fraud-prevention and anti-money laundering requirements.
If required information is not provided, we may not be able to process a particular request or provide certain services.
Communications
We may communicate with you through telephone calls, email, SMS, messaging services or other communication channels using the details provided by you.
Communications may include enquiry responses, service information, transaction-related updates, important notices, educational material and other relevant information.
Third-Party Services
We may engage trusted third-party providers to support functions such as website hosting, technology, analytics, communications, security, customer support and other business operations.
Such providers may process information on our behalf and are expected to apply appropriate safeguards and handle information in accordance with applicable requirements.
Other Websites & External Links
Our website may contain links to websites, applications or platforms operated by third parties.
When you leave the True Assets website, the privacy practices of the third-party website will apply. We recommend reviewing the privacy policy of any external website before sharing personal information.
True Assets is not responsible for the privacy practices, content or security of third-party websites.
Data Security
True Assets takes reasonable administrative, technical and organizational measures to protect personal information against unauthorized access, alteration, disclosure, misuse or destruction.
The safeguards used may vary depending on the nature and sensitivity of the information and the services involved.
However, no electronic transmission, storage system or internet communication can be guaranteed to be completely secure.
You should also take reasonable precautions to protect your passwords, OTPs, devices and other authentication information and should not share such information with unauthorized persons.
Data Retention
We retain personal information for as long as reasonably necessary to fulfil the purpose for which it was collected, provide services, maintain appropriate records, resolve disputes and meet applicable legal, regulatory, accounting or reporting obligations.
When information is no longer required for a legitimate purpose, we may delete, anonymize or securely dispose of it, subject to applicable retention requirements.
Your Rights
Subject to applicable laws and regulatory requirements, you may have rights relating to your personal information, including:
- Requesting access to information held about you.
- Requesting correction or updating of inaccurate information.
- Requesting deletion where legally permissible.
- Withdrawing consent where processing is based on consent.
- Raising concerns regarding the handling of your information.
Certain information may need to be retained where required by law, regulation, contractual obligations or legitimate business requirements.
Accuracy of Information
We rely on the information provided by you for processing enquiries, service requests and other applicable activities.
You are responsible for providing information that is accurate, complete and reasonably up to date and for informing us when important information changes.
Children's Privacy
Our website and services are primarily intended for adults and persons who are legally capable of entering into applicable financial or service arrangements.
We do not knowingly seek to collect personal information from children through our website.
Grievance Redressal
If you have any question, concern or complaint regarding this Privacy Policy or the handling of your personal information, you may contact True Assets through the contact details provided on our website.
We will make reasonable efforts to review and address privacy-related concerns in accordance with applicable processes and requirements.
Policy Updates
True Assets may update this Privacy Policy from time to time to reflect changes in our services, website functionality, business practices, applicable laws or regulatory requirements.
The updated version will be published on this page with a revised date. We encourage you to review this policy periodically.
Your Acknowledgement
By using the True Assets website, submitting information through our forms or voluntarily providing information to us, you acknowledge that you have read and understood this Privacy Policy.
Where consent is required under applicable law, we will seek consent for the relevant processing activity. You may have the right to withdraw such consent subject to applicable legal, regulatory and contractual requirements.
Contact Us
If you have questions about this Privacy Policy, want to update your information or wish to raise a privacy-related concern, please contact True Assets through the contact information available on our website.