Privacy Policy

Last updated: November 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; APMI-registered intermediary. The registration numbers are shown in the site footer.

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 and browser type, which every website receives when you visit; and a random analytics identifier stored in a cookie, pages viewed, how you arrived and device type (see Section 8 for when we use these and how to turn them off).
• Recruitment data: resume 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, and APMI requirements), for legitimate interests such as fraud prevention and service improvement (balanced against your rights), and where you have given consent, for example for newsletters, and for analytics and ad measurement cookies where we ask first (see Section 8). 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 (Google Analytics and Google Tag Manager; see Section 8), 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

If you visit from Europe (the EU, EEA, UK or Switzerland), a banner asks whether we may use analytics and ad measurement cookies before any are set. Everywhere else, we use analytics cookies from your first visit, and you can turn them off at any time with “Cookie Settings” in the footer. Either way, the site works the same.

• Essential: cookies and browser storage the site needs to work, such as keeping you signed in if you have an account and remembering your cookie choice. These are always on.
• Analytics: Google Analytics, loaded through Google Tag Manager, tells us which pages are visited, how visitors arrive (for example, from a search engine) and what type of device they use, so we can improve the site. Google Analytics data is kept for 14 months.
• If you decline, or in Europe until you choose: no analytics cookies are used. Your browser may still send Google a basic signal that a page was viewed, without cookies or identifiers, which Google uses for aggregate measurement.
• Advertising measurement, only if you accept: when you arrive from one of our Google ads, Google Ads cookies record that visit so we can see whether the ad led to an enquiry. We don’t use them for remarketing or to show you ads on other sites, and Google’s personalised-ads features stay switched off for every visitor.
• Visit counts without cookies: the site itself counts visits as daily totals: the page, where the visit came from, the type of device and a broad region taken from the device’s time zone. Nothing is stored on your device, and no IP address or other identifier is kept. These totals are deleted after two years.

You can change your choice at any time with “Cookie Settings” in the footer of any page. We remember your choice in your browser for 180 days and then ask again. You can also block or delete cookies in your browser settings; blocking essential cookies may stop parts of the site from working.

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