Last updated: June 2026
At P2S Financial Engineers ("we", "us", "our"), protecting your personal and financial information is a regulatory commitment and an ethical one. This Privacy Policy describes what we collect, how we use it and the controls that keep it safe.
1. Regulatory Shield
- AMFI Code of Conduct — Every interaction is governed by the AMFI Code of Conduct for Mutual Fund Distributors.
- SEBI Compliance — All advisory activity adheres to SEBI regulations applicable to Mutual Fund, PMS and AIF distribution.
- AMC Data Protection Principles — Investor data is handled in line with AMC and registrar/transfer-agent (RTA) data protection standards.
- DPDP Act Compliance — Our practices align with India's Digital Personal Data Protection (DPDP) Act, 2023.
- Investor Data Confidentiality — Your information is treated as confidential and used only for the purposes you consented to.
2. Information We Collect
We collect personal information you provide when you contact us, request a consultation or invest through us — including:
- Identity data — name, PAN, Aadhaar reference, date of birth, gender, photograph.
- Contact data — phone number, email, residential and correspondence address.
- Financial data — income range, occupation, investment objectives, risk profile, bank details and holdings.
- Transaction data — investment, redemption, switch and SIP records facilitated through us.
- Technical data — device, IP and browsing information when you use our website.
3. How We Use Your Information
- Deliver advisory services and execute investment transactions you authorise.
- Comply with KYC, AML, FATCA and other regulatory obligations.
- Respond to enquiries and provide ongoing portfolio support.
- Send statements, reports and material regulatory updates.
- Improve our website and service experience.
4. Sharing of Information
We do not sell investor information. We share data only with:
- Asset Management Companies (AMCs), RTAs (CAMS, KFintech) and stock exchanges to execute and service your investments.
- Regulators, statutory authorities and law-enforcement bodies when legally required.
- Technology and service providers under contractual confidentiality and data-protection obligations.
5. Data Security
We apply industry-grade technical and organisational safeguards:
- AES-256 Encryption for sensitive data at rest.
- TLS 1.3 Protection for all data in transit.
- Multi-Factor Authentication (MFA) on administrative systems.
- Continuous Security Monitoring, access logging and least-privilege controls.
- Routine security reviews and incident-response procedures.
6. Investor Privacy
Investor information will never be shared with unauthorised third parties. Any disclosure is limited to the purposes described above or required by law.
7. Your Rights
Under the DPDP Act, you may request access, correction, withdrawal of consent or deletion of your personal data by writing to p2sfinancialengineers@gmail.com.
8. Retention
We retain your data only as long as needed to provide services and comply with regulatory record-keeping obligations (typically 8 years from the date of last transaction).
9. Updates
We may update this policy from time to time. Material changes will be reflected on this page with a revised "Last updated" date.
10. Contact
For questions about this policy, write to p2sfinancialengineers@gmail.com or call +91 9791905023 / +91 9791493072.