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This privacy policy sets out how AM Investment Advisors And Associates uses and protects any information that you share when you use this website. AM Investment Advisors And Associates is committed to ensuring that your privacy is protected at all times. Should we ask you to provide certain information by which you can be identified when using this website, you can be assured that it will only be used in accordance with this privacy statement.

AM Investment Advisors And Associates may change this policy from time to time by updating this page. This policy is effective from September 1st, 2018.

AM Investment Advisors And Associates understands that our relationship is strongly built on trust and faith. In Course of using information on this website or availing the services, AM Investment Advisors And Associates may become privy to the personal information of its customer including information that is of confidential nature. AM Investment Advisors And Associates is strictly committed to protecting the privacy of its Customer and has taken reasonable measures to protect the confidentiality of the customer information and its transmission through World Wide Web. However, it shall not be liable in any manner for disclosure of the confidential information in accordance with this Privacy Commitment or in terms of the agreement if any with the Customer or by reasons beyond its control. We may however, be required to disclose your personal information to Government, Judicial bodies, and our Regulators or to any person to whom the Firm is under an obligation to make disclosure under the requirements of any law binding on the Firm or any of its branches, if required. Hyperlink Policy for user Any hyperlink to other Internet sites is at customer’s own risk. The contents of which and the accuracy of opinions expressed are not verified, monitored or endorsed by AM Investment Advisors And Associates, in any way or manner. AM Investment Advisors And Associates is not responsible for the setup of any hyperlink from a third party website to AM Investment Advisors And Associates.

What we collect

We may collect the following information:

  • Name and contact details
  • Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
  • Demographic information such as gender and income
  • Other information that can help us improve our services

What we do with the information we gather

  • To conduct Know-Your-Customer registration as required by SEBI and/or other regulatory bodies
  • To perform compliance checks and keep/maintain internal records
  • To use the information to improve our products and services
  • To periodically send emails to your registered email address about your investments, or other information which we think you may find interesting.
  • You will be free to unsubscribe from our mailing list at any time if you do not wish to receive such emails from us. From time-to-time, we may also use your information to contact you via phone or email for market research purposes.
  • We will not sell, distribute or lease your personal information to third parties unless we are required to share such information under the terms and conditions of the products and services you avail, or we are required to do so by law.

Security

We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over such third-party websites. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

If you believe that any of your information with us is incorrect or incomplete, please email us as soon as possible at response@boxpfa.com. We will promptly correct any information found to be incorrect.

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About

BOX Personal Financial Advisors is a brand of AM Investment Advisors & Associates, an AMFI registered Mutual Fund Distributor (ARN-176173) (Registered On 16th Feb 2021 Valid till 15th Feb 2027) & a SEBI Registered Investment Adviser (Registration No INA100004871). Type of Registration = Non-Individual & Validity of Registration = Perpetual. Principal officer: Arun Kumar. Contact No:+91 9999 769 528 Email: arunwealthmanagement@gmail.com. Address: D-33, Sector 2, Noida UP 201301. Local Office of SEBI ­- 3rd Floor, Eldeco Corporate Chambers-II, Vibhuti Khand, Gomti Nagar, Lucknow - 226010. “Investment in securities market are subject to market risks. Read all the related documents carefully before investing.” “Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”. A common Online Dispute Resolution Portal (“ODR Portal”) which harnesses conciliation and online arbitration for resolution of disputes arising in the Indian Securities Market has been established. If you are not satisfied with the resolution provided, you can access ODR Portal at https://smartodr.in/”.

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