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Privacy Policy

This Privacy Policy explains how Mihir Maganlal Shah, operating under the name M3 Financial Services, collects, uses, stores, and protects personal information provided by users (“you”, “your”) through this website, communication channels, or service interactions.
 

We are committed to safeguarding your privacy and ensuring that your personal information is handled responsibly and in accordance with applicable laws, regulations, and industry guidelines.
 

1. Information We Collect

We may collect the following types of personal and non-personal information:

a. Personal Information

  • Full name

  • Contact details such as mobile number and email address

  • Address and location details

  • Date of birth and demographic information

  • PAN, KYC, and other regulatory information (where applicable)

  • Financial details required for mutual fund, insurance, or investment services

b. Non-Personal Information

  • Browser type and device information

  • IP address

  • Website usage data such as pages visited and time spent

This information may be collected through website forms, WhatsApp, email, phone calls, or during onboarding and servicing.
 

2. Purpose of Data Collection

The information collected is used strictly for legitimate business and professional purposes, including:

  • Providing financial planning, investment, and insurance-related services

  • Assisting with mutual fund investments, insurance policies, and account servicing

  • Completing KYC, regulatory, and compliance requirements

  • Communicating updates, confirmations, and service-related information

  • Responding to queries and requests

  • Improving service quality and user experience
     

3. Regulatory & Compliance Obligations

As an AMFI Registered Mutual Fund Distributor, M3 Financial Services complies with applicable guidelines, regulations, and disclosures mandated by AMFI, SEBI, and other relevant authorities. Certain information may be collected or retained to meet statutory and regulatory obligations.
 

4. Data Security & Protection

We take reasonable and appropriate measures to protect personal information against unauthorised access, misuse, alteration, or disclosure. Access to personal data is restricted to authorised personnel only and is used solely for professional and compliance-related purposes.

While we implement strong safeguards, no method of data transmission or storage can be guaranteed to be completely secure.
 

5. Sharing & Disclosure of Information

We do not sell, trade, or rent personal information to third parties.

Information may be shared only:

  • With authorised service providers (such as AMCs, insurers, registrars, or technology partners) strictly for service execution

  • When required by law, regulation, or government authority

  • To comply with legal processes, audits, or regulatory reviews

All such disclosures are made on a need-to-know basis.
 

6. Third-Party Websites & Links

This website may contain links to third-party websites or platforms. M3 Financial Services is not responsible for the privacy practices, content, or security of such external sites. Users are encouraged to review the privacy policies of those websites separately.
 

7. User Consent

By accessing this website, submitting information, or engaging with M3 Financial Services, you consent to the collection, use, and processing of your information as described in this Privacy Policy.
 

8. Data Retention

Personal information is retained only for as long as necessary to fulfil the purpose for which it was collected, or as required by applicable laws and regulations.
 

9. Changes to This Privacy Policy

This Privacy Policy may be updated periodically to reflect changes in regulations, business practices, or services. Any updates will be published on this page, and continued use of the website constitutes acceptance of the revised policy.
 

10. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, 
 

M3 Financial Services
Mihir Maganlal Shah (ARN-92129)
384, Veer Savarkar Marg, Kushal House,
Prabhadevi, Mumbai 400025

📧 m3financialservice@gmail.com
📞 +91 98923 27172

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