Privacy Policy

1. Introduction

Cashrich Surojit ("we", "us", or "our") operates the website https://surojitcashrich.in. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this policy carefully. If you disagree with its terms, please discontinue use of the site.

2. Information We Collect

We may collect the following types of information:

• Personal Identification Information: Name, email address, phone number, and other details you voluntarily provide when filling out our consultation or contact forms.
• Usage Data: Information about how you access and use the website, including your IP address, browser type, pages visited, and time spent on pages.
• Financial Goals Information: Information you share about your investment goals, risk appetite, and financial objectives when requesting advisory services.

3. How We Use Your Information

We use the information we collect to:

• Respond to your consultation requests and inquiries
• Provide personalised mutual fund and insurance advisory services
• Send you relevant financial education content and updates (with your consent)
• Improve our website and services
• Comply with applicable laws and regulations, including SEBI, AMFI, and IRDAI guidelines

4. Disclosure of Your Information

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as required by law or as necessary to provide our services (e.g., sharing with fund houses or insurance companies to process your investments). We may disclose your information to comply with legal obligations or protect our rights.

5. Data Security

We implement reasonable technical and organisational measures to protect your personal information from unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Cookies

Our website may use cookies to enhance your browsing experience. You can choose to disable cookies through your browser settings, though this may affect certain features of the website.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

8. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal obligations)
• Withdraw consent for marketing communications at any time

9. Regulatory Compliance

As an AMFI Registered Mutual Fund Distributor and IRDAI registered insurance advisor, we handle your financial data in accordance with applicable SEBI, AMFI, and IRDAI regulations, as well as the Information Technology Act, 2000 and the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page with an updated date. Your continued use of the website after changes are posted constitutes your acceptance of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us at: