Personal details (e.g. name, contact details including, residential address, date of birth, documents such as identity card/passport details / Aadhaar details / PAN / Voter ID/driving license, and/or education details) provided by you to Vipul Patel Financial Services to avail various services from Vipul Patel Financial Services;
Financial details (e.g. income, expenses, and/or credit history) needed as part of the request for some of
Vipul Patel Financial Services products/services;
Images/videos of documents/photos required to avail any of our products/services;
Voice recordings of conversations with Vipul Patel Financial Services customer care agent by you to address your queries/grievances;
Specimen signature(s) or consent for the processing your request.
Subject to applicable laws, Vipul Patel Financial Services may use your Personal Data in its business operations to perform, among other actions, the following:
To check and process your requests submitted to Vipul Patel Financial Services for products/services and/or instructions or requests received from you in respect of these products/services;
To share with you, updates on changes to the products/services and their terms and conditions;
To take up or investigate any complaints/claims/disputes;
To respond to your queries or feedback submitted by you;
To verify your identity to provide products/services to you;
To monitor and review services from time to time;
To undertake financial/regulatory / management reporting, and create and maintain various risk management models;
For conducting audits and for record-keeping purposes;
For selective offers and promotions.
Vipul Patel Financial Services also uses your Personal Data to fulfil the requirements of applicable laws/regulations and/or court orders / regulatory directives received by Vipul Patel Financial Services.
Vipul Patel Financial Services may share any Personal Data with the following parties, in connection with and as may be necessary for the conduct of Vipul Patel Financial Services business/operations:
Authorized external third parties/intermediaries or any other service provider who are involved in transaction processing, dispatches, printing/marketing, unless specifically written to Vipul Patel Financial Services to refrain from sharing such information with such parties;
Any regulatory/administrative/legislative authority and/or with the Vipul Patel Financial Services for compliance with any legal, statutory or regulatory requirements for complying applicable laws for the time being in force and/or for the purpose of data storage.
Vipul Patel Financial Services shares such aforesaid information to the aforesaid service providers under strict confidentiality and only on a 'need to know basis' and for the purposes of lawful functioning of Vipul Patel Financial Services business/operations.
Notwithstanding anything contained, Vipul Patel Financial Services shall not be responsible/liable, either directly or indirectly, for the authenticity/accuracy of the personal/financial information or any other data/information submitted by you and/or for its misuse, not attributable to the acts of Vipul Patel Financial Services, at any time and in any manner whatsoever. In case you feel that any information/data provided by you is inaccurate/deficient or requires updating, then you shall ensure to correct/amend such information/data as soon as possible by getting in touch with Vipul Patel Financial Services. Vipul Patel Financial Services will at all times endeavor to resolve any investor grievances promptly
Vipul Patel Financial Services reserves the right to modify sections of this Privacy Policy at any time without giving any prior notice. Please check this Policy from time to time for any changes.
F - 301 Swapna Shrushti Residency, Behind Chamunda Temple, Opposite Arunodaya Bungalows, Zadeshwar Road, Bharuch - 392001