Privacy Policy

This privacy policy sets out how Optifin Advisors uses and protects any information that you share when you use this website. Optifin Advisors 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.

Optifin Advisors may change this policy from time to time by updating this page. This policy is effective from June 1, 2023.

Optifin Advisors understands that our relationship is strongly built on trust and faith. In Course of using information on this website or availing the services, Optifin Advisors may become privy to the personal information of its customer including information that is of confidential nature. Optifin Advisors 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 Optifin Advisors, in any way or manner. Optifin Advisors is not responsible for the setup of any hyperlink from a third party website to Optifin Advisors.


What we collect

We may collect the following information:
1. Name and contact details
2. Personal information, including date of birth, Aadhaar Number, and Permanent Account Number (PAN)
3. Demographic information such as gender and income
4. Other information that can help us improve our services

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.

Disclaimer

Optifin Advisors Financial Services provides comprehensive financial solutions to individuals and businesses, tailored to their specific needs.

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Get In Touch

Office No. 305,3rd floor, Swastik Disa Corporate Park, Near Shreyas Signal, L.B.S Marg, Ghatkopar (W), Mumbai-400 086