Privacy Policy
A legal disclaimer
At LKM Capital Advisory (lkmca.com), your privacy and the confidentiality of your personal and financial information are of utmost importance to us. This Privacy Policy explains how we collect, use, store, and protect your data in compliance with the Information Technology Act, 2000, the Information Technology (Reasonable Security Practices and Procedures and Sensitive Personal Data or Information) Rules, 2011, and the Digital Personal Data Protection Act, 2023 (“DPDP Act”).
Information We Collect
We may collect the following categories of information:
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Personal Information: Name, contact details (email, phone number, address), PAN, Aadhaar (if voluntarily shared), and KYC-related details.
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Financial Information: Investment details, risk profile, income details, financial goals, and related documentation required for wealth advisory.
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Technical Information: IP address, browser type, device information, and website usage data collected through cookies and analytics tools.
Purpose of Data Collection
Your information is collected and processed for:
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Providing wealth management, financial advisory, and related services.
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Fulfilling legal, regulatory, and compliance requirements under SEBI/AMFI guidelines and other applicable laws.
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Risk assessment, portfolio management, and suitability analysis.
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Communication regarding services, reports, or regulatory updates.
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Improving website experience, security, and performance.
We ensure that data collection is done only for lawful and consented purposes.
Consent
By using our website or engaging our services, you consent to the collection, storage, and processing of your personal information in accordance with this Privacy Policy. You have the right to withdraw consent at any time, subject to contractual and regulatory limitations.
Data Sharing & Disclosure
We do not sell or rent your personal information. Your data may be shared only:
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With regulators such as SEBI, AMFI, or other statutory authorities when required.
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With trusted third-party service providers (e.g., technology partners, custodians, KYC service providers) bound by confidentiality obligations.
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To comply with legal obligations, court orders, or government requests.
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To protect our legal rights, safety, and that of our clients.
Data Security
We implement reasonable security practices and procedures, including encryption, restricted access, and secure storage, to safeguard your personal and financial data from unauthorized access, misuse, or disclosure.
However, no method of online transmission is fully secure, and we cannot guarantee absolute security.
Data Retention
Your personal and financial data will be retained for as long as required:
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To provide services.
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To comply with regulatory and legal obligations under Indian laws (including SEBI/AMFI guidelines).
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To resolve disputes or enforce agreements.
Cookies & Tracking Technologies
We may use cookies and similar technologies to improve website performance, track analytics, and enhance your browsing experience. You may disable cookies via your browser settings, though some features may not function properly.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of such websites, and we encourage you to read their privacy policies before sharing information.
Grievance Redressal
In accordance with the IT Act, 2000 and the DPDP Act, 2023, the contact details of our Grievance Officer are provided below:
Email: info@lkmca.com
Website: lkmca.com
We will make reasonable efforts to address your grievance within the timelines prescribed under applicable laws.
Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in legal requirements or business practices. The revised version will be posted on this page with the updated effective date.