Last Updated: 2026
At MutualSaathi, accessible from mutualsaathi.com, safeguarding the privacy and sensitive financial data of our investors is our paramount priority. As a premier platform facilitating wealth management analytics, portfolio consolidation, and data-driven insights into Mutual Funds, PMS, Alternative Investment Funds (AIF Cat I, II, III), MLDs, Bonds, and Structured Products, we adhere to stringent data protection protocols. This Privacy Policy document outlines the types of information collected and recorded by us and our precise methodology for utilizing it to enhance your wealth creation journey.
Information We Collect
The personal and financial information that you are asked to provide will be made explicitly clear at the point of collection. When you interact with our advanced tools—such as our Portfolio Analyzers, or when tracking your Multi-Asset portfolios—we may process specific data points to generate accurate, bespoke financial models for you.
When you register for an Account to access our premium dashboards or engage with our wealth advisors regarding Government Securities (G-Secs), Corporate Bonds, or AIF structures, we may ask for your contact information. As an HNI/UHNI focused service, we want you to know that any financial holding data shared with our platform or professionals is treated with absolute, institutional-grade confidentiality.
How We Use Your Information
We leverage the data we collect to provide you with seamless, high-performance financial services, including but not limited to:
- Operating, maintaining, and rendering our high-speed analytics platform.
- Personalizing your dashboard to accurately reflect your Mutual Fund, PMS, and AIF holdings.
- Developing our execution infrastructure: We are currently dealing in these advanced assets offline and are rapidly building the infrastructure to introduce seamless digital Buying and Selling execution directly on this platform very soon.
- Communicating critical market updates, structural shifts in wealth products, and bespoke advisory insights.
- Deploying robust fraud prevention mechanisms and ensuring SEBI-compliant operational integrity.
Data Security and Legal Protection
We deploy advanced cryptographic measures and secure cloud infrastructure to protect your personal information, striving to prevent loss, misuse, unauthorized access, disclosure, alteration, and destruction. However, it is fundamentally acknowledged that no internet transmission or digital storage facility is ever fully impenetrable.
By utilizing our services and analytics engines, you acknowledge that MutualSaathi cannot absolutely guarantee the infallible security of information transmitted across the internet. Consequently, you explicitly agree that no legal action, liability claim, or litigation shall be taken against MutualSaathi, its founders, its asset management partners, or its associates in the highly unlikely event of a data breach, unauthorized access, or loss of information beyond our reasonable, state-of-the-art control mechanisms.
Consent
By accessing our website and utilizing our wealth management tools, you hereby consent to our Privacy Policy and agree to its terms. If you require further clarification regarding our data practices, please reach out to us. We are always here to help.