Privacy Policy
How Future Finserve collects, uses and protects the personal information you share with us.
Last updated: 1 September 2026
1. Information we collect
We collect the information you provide directly — name, contact details, financial goals and, where you engage us, KYC documents required under applicable regulations. We also collect basic, non-identifying usage data from this website.
2. How we use it
Your information is used to respond to enquiries, prepare financial recommendations, execute transactions you authorise, and meet regulatory record-keeping obligations. We do not use it for any other purpose without your consent.
3. Sharing and disclosure
We share information only with asset management companies, insurers, registrars and regulated platforms necessary to execute your instructions, and with regulators where legally required. We never sell personal data.
4. Data security
Documents are stored on access-controlled systems and transmitted over encrypted channels. Physical records, where retained, are held in secured storage at our registered office.
5. Retention
Client records are retained for the period prescribed by AMFI, IRDAI and applicable tax law, after which they are securely destroyed.
6. Your rights
You may request access to, correction of, or deletion of your personal information, subject to our regulatory retention obligations. Write to us and we will respond within a reasonable period.
7. Cookies
This website uses only essential cookies required for the site to function. No advertising or third-party tracking cookies are set.
8. Changes to this policy
We may update this policy from time to time. The revision date at the top of this page reflects the most recent change.
Questions about this page?
Write to us, or read the related documents below.
Questions we haven't answered here?
Anything about how we work, what we charge or what we are registered to do — ask directly.
- Reply within one working day
- No product pitch
- AMFI & IRDAI registered
- A 30-minute call about your goals
- A written plan, with the reasoning
- You decide — no obligation