Privacy Policy
Last updated: May 2026
This Privacy Policy explains how Kalviro Ventures LLP (“Kalviro”, “we”, “us”) collects, uses, stores, and protects personal information when you visit our website, register for an account, submit forms, attend meetings, or otherwise interact with us in connection with mutual fund distribution, portfolio management services (PMS), alternative investment funds (AIF), GIFT City products, unlisted securities, fixed-income solutions, and related investor services.
We are committed to handling your information responsibly and in line with applicable Indian law, including the Digital Personal Data Protection Act, 2023 (“DPDP Act”), and sector guidelines relevant to mutual fund distributors and registered intermediaries.
1. Who we are
Legal entity: Kalviro Ventures LLP
Registered office: No 1, Cooks Road, SPR City, A-2904, Perambur, Chennai, Tamil Nadu 600012, India
Email: info@kalviroventures.com
Registrations (for identification only): AMFI-registered mutual fund distributor (ARN-335497); APMI-registered intermediary (APRN-06567).
2. Information we collect
Depending on how you engage with us, we may collect:
- Identity and contact data — name, email, phone, address, PAN (where required for regulated transactions), and similar details you provide in forms or onboarding.
- Account and profile data — login credentials, preferences, and information linked to your client or prospect profile on our platform.
- Financial and suitability information — investment objectives, risk profile, income/net-worth bands, and product interest shared for KYC, suitability, or transaction processing (as permitted by law).
- Communications — messages via contact forms, email, phone, WhatsApp (where you initiate), and meeting notes from advisory or operational discussions.
- Technical data — IP address, browser type, device identifiers, pages viewed, referral URLs, and similar analytics collected via cookies or tags (see Section 8).
- Recruitment data — résumé and employment history if you apply for roles (see our Careers page).
3. How we use your information
We use personal information to:
- respond to enquiries and provide information about products and services we distribute or facilitate access to;
- onboard clients, complete KYC/AML checks, and process instructions with asset management companies (AMCs), PMS providers, AIFs, registrars, and other regulated counterparties;
- operate secure client areas, dashboards, and reporting you authorise;
- send service-related notices, regulatory communications, and (where permitted) marketing about relevant offerings;
- improve website performance, security, and user experience;
- comply with legal, regulatory, and audit obligations; and
- evaluate job applications and manage recruitment.
We do not sell your personal data. We do not use your data to guarantee investment outcomes; all investments involve risk.
4. Legal basis and consent
We process data where necessary to perform a contract or pre-contract steps you request, to comply with law (including SEBI/AMFI/AMPI requirements), for legitimate interests such as fraud prevention and service improvement (balanced against your rights), and where you have given consent—for example for optional marketing cookies or newsletters. You may withdraw consent where applicable without affecting lawfulness of prior processing.
5. Sharing and disclosures
We may share information with:
- AMCs, PMS providers, AIF sponsors, registrars/RTAs, and platforms necessary to execute your instructions;
- KYC/AML agencies, depositories, and banks as required;
- technology providers (hosting, email, CRM, form tools, analytics such as Google Tag Manager, scheduling tools such as Calendly) under appropriate confidentiality and security terms;
- professional advisers (legal, audit) bound by confidentiality; and
- government or regulatory authorities when required by law.
International transfers, if any, will be undertaken only with appropriate safeguards permitted under applicable law.
6. Retention
We retain information for as long as needed to provide services, meet regulatory record-keeping periods (which may extend several years for financial services), resolve disputes, and enforce agreements. When no longer required, we delete or anonymise data using reasonable technical measures.
7. Security
We implement administrative, technical, and organisational measures appropriate to the sensitivity of the data, including access controls, encryption in transit where supported, and staff training. No method of transmission over the internet is fully secure; please use strong passwords and protect your account credentials.
8. Cookies and analytics
Our site may use cookies and similar technologies for essential operation, preferences, and analytics (e.g. Google Tag Manager). You can manage cookies through your browser settings. Blocking certain cookies may affect site functionality.
9. Your rights
Subject to the DPDP Act and other applicable law, you may have rights to access, correct, erase, restrict processing, nominate a contact, and grievance redressal. To exercise rights, email info@kalviroventures.com with sufficient detail to verify your identity. We will respond within timelines prescribed by law. If unsatisfied, you may escalate to the Data Protection Board of India as applicable.
10. Children
Our services are directed at adults eligible to invest under Indian law. We do not knowingly collect data from children under 18.
11. Changes
We may update this policy from time to time. The “Last updated” date above will change when we do. Material changes may be highlighted on this page.
12. Contact
For privacy questions or grievances:
Kalviro Ventures LLP
Email: info@kalviroventures.com
Address: No 1, Cooks Road, SPR City, A-2904, Chennai, Tamil Nadu 600012, India
